Kativ It's rare that I come across stocks with a 7% yield plus that I would actually consider adding to my portfolio. I consider myself a dividend growth investor more than anything, looking for opportunities to buy stocks that have a history of sustainably increasing dividend payments that are trading at a good value. For example, I own Altria Group (MO) in my portfolio. As I've mentioned before in a previous article, Altria has a rare combination of high starting yield, a history of dividend growth, and i ...

文章核心观点 - 股票市场是由众多个人情绪和感受组成的集合体,其反应难以准确预测[1][2] - 两家公司EPR和HR的股价下跌主要是由于市场情绪驱动,而不是公司基本面恶化[19][20] - 这两家公司正采取措施来改善股价,同时继续向股东支付丰厚的收益[19][20] EPR公司总结 - EPR是一家专注于"体验式"房地产的房地产投资信托基金(REIT)[4] - 休闲消费在经济衰退中通常较为抗跌,但COVID-19疫情期间EPR的租户大多被迫关闭[6] - 疫情后,EPR的租金覆盖率已恢复至疫前水平[7] - EPR保持谨慎,维持高流动性,并且未来几年内到期的债务不大[8] - EPR主要通过资本回收和保留资本来实现适度的3%左右的AFFO增长[9] - EPR目前提供8.2%的较高起始收益率,且有望以3%以上的速度稳步增长股息[10] HR公司总结 - 医疗办公楼(MOB)需求持续增长,因为医疗行业正从小型独立诊所向大型集团化转变[11][12] - MOB开发受限,供给紧张,租赁活跃,租金较高[13] - HR是一家拥有687处MOB资产的REIT,其资产质量较高,租户信用优良[13][14] - HR在第一季度实现了强劲的租赁势头,租赁管线充沛,租赁续约率提高[15] - HR与KKR达成合资,获得300多万美元的流动性,有助于降低杠杆比率并回购股票[18] - 尽管经营指标出色,HR仍被低估,提供了7.2%的丰厚收益率[18][19]

halbergman EPR Properties (NYSE:EPR) bills itself as "The Diversified Experiential REIT" because of its focus on real estate that tends to be a destination where people enjoy experiences together such as casinos, gyms, concert venues, waterparks, golfing, amusement parks and more. This company has provided stellar returns over the years, with total returns of more than 1,300% since 1997. This REIT once traded at much higher levels and returns were significantly higher at that time. However, like many REIT s ...

Reliable monthly dividend payouts are an attractive proposition for many investors. For many investors, stocks that pay dividends represent the best of both worlds. A high-performing business can deliver share price appreciation, and in addition, shareholders get regular distributions. While most dividend- paying companies make those payouts quarterly, some distribute cash to shareholders every month. When deciding which dividend-paying stocks to buy, investors should look for companies in sufficiently heal ...

RichVintage Triple net lease REIT EPR Properties (NYSE:EPR) generates consistent cash flow from its experiential facilities in the leisure market. The REIT owns a diversified portfolio of entertainment properties, which is benefiting greatly from an intact growth trend in the U.S. economy and associated strength in leisure spending. EPR Properties is looking to grow its FFO on a full-year basis and raised its dividend by 3.6% at the end of April, which increases the appeal for dividend growth investors. Alt ...

alexsl/E+ via Getty Images Last August, I explained in an article why I think that REITs are better investments than rental properties in most cases. In short, studies show that REITs are more rewarding investments because they enjoy: Significant economies of scale Better access to capital Development capabilities to earn better yields and create value Additional profits from offering services to other investors Better relationships with tenants, contractors, lenders, brokers The best talent in real estate ...

damedeeso/iStock via Getty Images Reader Selections Since May 2017, any dividend-paying stock mentioned in a message, e-mail or comment to the author is fair game for a reader favorite listing in this series of articles. Thus, it is possible that only rogues and discontinued, or dreadful, doubtful, dividend issues may appear. Frequently readers and other contributors have questioned the intent, purpose, validity, and usefulness of my daily stock lists. Most, however, praise the effort to sort promising oppo ...

Income investors should focus on a REIT's ability to grow its dividend. Real estate investment trusts (REITs) can be great investments for those seeking to generate passive income. Most REITs offer dividend yields well above the S&P 500's average of 1.3% (the sector average is over 4%). Many REITs offer even bigger income streams. EPR Properties (EPR -0.47%) and W. P. Carey (WPC -0.32%) currently yield more than 6%. They should be able to sustain and grow those big-time payouts, making them great REITs to b ...

会议主要讨论的核心内容 - 公司专注于体验型房地产,主要租户包括电影院、滑雪场、主题公园等知名品牌 [5] - 公司的电影院业务和非电影院业务的业绩均已恢复到2019年水平,体验型房地产受到消费者的青睐 [5] - 公司在成本资本方面面临挑战,但总体业绩表现出色 [5] 问答环节重要的提问和回答 问题1 **提问** 公司体验型房地产业务在经济环境恶化时的表现如何 [7] **回答** - 电影院业务在经济衰退时表现良好,因为观众需要逃避现实生活的压力 [8][9] - 其他体验型业务如滑雪场、主题公园等也能在经济衰退时保持较好表现,因为消费者会选择就近的"度假"方式 [9] - 公司在过去几次经济衰退中都表现良好,积累了丰富的经验 [10] 问题2 **提问** 公司在当前高利率环境下的收购策略如何 [11] **回答** - 公司目前的收购机会超过可用资本,因此采取高度选择性的收购策略 [12] - 公司关注收购标的的长期可持续性,而不仅关注短期收益 [12] - 公司与合作伙伴建立关系,以获得未来持续的投资机会 [14] 问题3 **提问** 公司电影院业务的现状如何,未来规划如何 [15][16] **回答** - 公司电影院业务的租金覆盖率已恢复到2019年水平,表现良好 [17][21] - 电影院业务的收入结构发生变化,食品饮料收入占比提高,毛利率提升 [20] - 公司未来可能会适当减少电影院业务的规模,以提高多元化程度 [27]

EPR Properties (NYSE:EPR) Nareit REIT Week: 2024 Investor Conference Call June 5, 2024 3:30 PM ET Company Participants Greg Silvers - Chairman, President & Chief Executive Officer Greg Zimmerman - Chief Investment Officer Mark Peterson - Chief Financial Officer Conference Call Participants Rob Stevenson - Janney Montgomery Scott Rob Stevenson Good afternoon, everyone. My name is Rob Stevenson. I run the real estate equity research team at Janney Montgomery Scott. This is the 3:30 session with experiential t ...