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EPR Properties (EPR) investor relations material
EPR Properties Citi’s Miami Global Property CEO Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and value proposition
Leadership transition with Ben Fox as new Chief Investment Officer, emphasizing team strength and long-standing industry relationships.
Highlights include a 6% dividend yield, 5% AFFO growth, and potential for multiple expansion.
Consistent outperformance over the past five years, with a focus on experiential assets.
Consumer trends and portfolio focus
Experiential consumer spending rose 7% from 2024 to 2025, covering theaters, clubs, fitness, wellness, museums, and attractions, but excluding restaurants.
Portfolio strategy aligns with BEA data, focusing on segments with robust consumer demand.
Topgolf and tenant relationships
Topgolf's new ownership structure (60% private equity) is viewed positively, with plans to limit leverage and focus on quality over quantity in new locations.
Topgolf locations in the portfolio have higher than average coverage and strong financial performance.
- FFOAA and AFFO per share rose over 5% in 2025, with strong 2026 growth and investment guidance.EPR
Q4 202526 Feb 2026 - Q2 net income surged, portfolio 99% leased, and 2024 guidance reaffirmed.EPR
Q2 20242 Feb 2026 - Experiential assets drive growth as management targets portfolio diversification and value creation.EPR
Nareit REIT Week: 2024 Investor Conference1 Feb 2026 - Q3 saw resilient leasing, strong liquidity, and higher FFOAA guidance despite lower earnings.EPR
Q3 202417 Jan 2026 - 2025 guidance targets 3.5% FFO and dividend growth, focusing on experiential assets.EPR
Q4 20246 Jan 2026 - Experiential portfolio outperforms, with strategic asset sales and a well-covered dividend.EPR
Citi’s 30th Annual Global Property CEO Conference 202523 Dec 2025 - 2025 meeting covers trustee elections, pay, equity plan amendments, auditor ratification, and ESG focus.EPR
Proxy Filing1 Dec 2025 - Proxy statement outlines annual meeting proposals and standard governance matters.EPR
Proxy Filing1 Dec 2025 - Strong experiential demand, portfolio diversification, and disciplined growth drive double-digit returns.EPR
Nareit REITweek: 2025 Investor Conference24 Nov 2025
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