EPR - EPR Properties: Big Monthly Dividends For Aggressive Income Investors

2024-07-14 10:41:48 ET

Summary

• EPR Properties offers a high starting yield of 7.93% with sustainable monthly dividends.
• The company appears to be undervalued based on peer data, historical P/FFO ratios, and from a dividend discount model perspective.
• Concerns include sensitivity to the economy, overexposure to theaters, and a dividend cut in 2020 affecting investor confidence.

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 it appears the dividend is sustainable moving forward....

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