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EPR Properties (EPR) investor relations material
EPR Properties BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Leadership and organizational updates
Announced CIO Greg Zimmerman's retirement in Q1 2025 and Ben Fox's appointment as new CIO, bringing industry experience and renewed energy.
Leadership transition expected to support growth initiatives and strategic execution.
Capital recycling, acquisitions, and growth strategy
Significant capital to be received from a pending $200M Catskills gaming asset transaction, expected to close soon, which will reduce leverage below 5x.
Focus shifting from development to acquisitions, targeting a $500M annual run rate, with a robust pipeline including large $100M+ transactions in attractions, eat & play, and fitness/wellness.
Dispositions of vacant theaters completed, stabilizing the portfolio and setting up for accelerated growth in 2026.
No significant cap rate pressure; most opportunities remain in the 8% range.
Portfolio composition and sector trends
Ongoing diversification away from theaters, aiming for theaters to represent about 20% of the portfolio over time.
Theater assets remain high quality, with successful sales to non-traditional buyers and better-than-expected disposition results.
Box office revenue is lower than 2019, but per-capita food and beverage spend has doubled, supporting strong margins.
Streaming companies like Amazon and Apple are increasing theatrical releases, supporting sector stability.
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