Rates Down, REITs Up! It's Opportunity Cost

Net lease REITs like Realty Income, NNN, Agree Realty, and W. P. Carey are rebounding as falling treasury yields drive capital back to stable, long-duration assets. The sector's rally is fueled by a flight to safety amid turmoil in private credit and software, with REITs outperforming equity indices year-to-date. With weighted average lease terms of 10+ years, net lease REITs act as long-duration credit portfolios, highly sensitive to treasury yield movements.

Seeking Alpha • Feb 20, 2026

Essential Properties Realty Trust, Inc. Announces Pricing of Upsized Public Offering of Common Stock

PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; the “Company”) announced today the pricing of an upsized underwritten public offering of 10,869,565 shares of its common stock, all of which are being offered in connection with the forward sale agreements described below, at a public offering price of $32.20 per share. The offering was upsized from the previously announced offering size of 9,500,000 shares of common stock, and the offering is expected to clo.

Business Wire • Feb 18, 2026

Essential Properties Realty Trust, Inc. Announces Public Offering of Common Stock

PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; the “Company”) announced today that it has commenced an underwritten public offering of 9,500,000 shares of its common stock on a forward basis in connection with the forward sale agreements described below. BofA Securities, Mizuho, Truist Securities and Wells Fargo Securities are acting as the joint book-running managers for the offering. In connection with the offering, the Company expects to enter into for.

Business Wire • Feb 17, 2026

Essential Properties Realty Trust, Inc. (EPRT) Q4 2025 Earnings Call Transcript

Essential Properties Realty Trust, Inc. (EPRT) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

Essential Properties Announces Fourth Quarter 2025 Results

PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; “Essential Properties” or the “Company”) today announced operating results for the three months and year ended December 31, 2025. Fourth Quarter 2025 Financial and Operating Highlights: Operating Results (compared to Fourth Quarter 2024):     • Investments (58 properties) $ Invested $295.8 million   Weighted Avg Cash Cap Rate 7.7% • Dispositions (19 properties) Net Proceeds $48.1 million   Weighted Avg Cash C.

Business Wire • Feb 11, 2026

Compared to Estimates, Essential Properties (EPRT) Q4 Earnings: A Look at Key Metrics

Although the revenue and EPS for Essential Properties (EPRT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 12, 2026

Essential Properties (EPRT) Q4 FFO Meet Estimates

Essential Properties (EPRT) came out with quarterly funds from operations (FFO) of $0.49 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.45 per share a year ago.

Zacks Investment Research • Feb 11, 2026

My Dividend Growth Income: January 2026 Update

January delivered a robust 2.47% monthly increase in forward dividend income, reaching $6,442.40 and positioning the portfolio ahead of 2026 growth targets. Initiated a new position in Agree Realty for its strong monthly dividend growth, investment-grade property mix, and prudent payout ratio. Brookfield Infrastructure Partners announced a 5.8% dividend increase, adding $47.85 in forward income and reinforcing conviction in its infrastructure-driven growth.

Seeking Alpha • Feb 4, 2026

Essential Properties Realty Trust, Inc. Announces 2025 Dividend Tax Status

PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; the “Company”) announced today that 95.982458% of the dividends paid to common shareholders for the 2025 tax year are classified for federal income tax purposes as a taxable distribution. The tax attributes of the common stock dividends paid per share are outlined below. CUSIP: 29670E107 Ordinary Income Capital Gain Ex-Dividend /Record Date PayableDate Distributionper Share Total Non-Qualified Qualified Total.

Business Wire • Jan 21, 2026

Agree Realty Vs. Essential Properties Realty Trust: What Is The Best REIT For 2026?

Agree Realty and Essential Properties Realty Trust are very popular net lease REITs. They have both massively outperformed their larger peer, Realty Income. But which is the best to own going forward? I think that it is Agree Realty.

Seeking Alpha • Jan 19, 2026