EPR Properties: Q1 2025 Performance Increased My Optimism (Upgrade)

  • EPR Properties is a 'buy' again after strong Q1 2025 results, capital recycling progress, and increased guidance. Management's strategic asset sales and reinvestment into experiential assets boost liquidity and support future growth. Q1 2025 beat Wall Street expectations, with AFFO per share up 8% year-over-year and guidance raised for 2025.