Essential Properties Realty Trust

EPRT's business model focuses on sale and leaseback transactions with middle market, non-investment grade rated businesses in service-oriented and experience-based industries. This tenant profile usually translates to EPRT commanding higher cap rates than its peers. Unfortunately, this also means that EPRT has a higher cost of capital. The current negative investment spread and elevated interest rate environment suggest that investors should wait for a positive spread to be demonstrated at a minimum before investing in EPRT. » Mehr auf seekingalpha.com

Sale-leasebacks (SLBs) are a growing trend in commercial real estate, offering opportunities of over $1.6 trillion among S&P 500 companies alone. SLB transactions involve selling a property and then leasing it back from the new owner, providing cash flow for expansion without expensive loans. Essential Properties Realty Trust (EPRT) is a standout player in the SLB market, focusing on essential industries and offering attractive growth opportunities and dividends. » Mehr auf seekingalpha.com

There are two types of REITs: COWs (Cash Only Wanted) that focus on high dividend yield, and FROGs (Fast Rate of Growth) that prioritize maximizing total return. Higher yield usually means lower gain, and vice versa, so investors generally have to choose between the two. This article lists 13 REITS that have grown Funds From Operations at double-digit rates, maintain ample liquidity, and have outperformed the average REIT over the past 3 years. » Mehr auf seekingalpha.com