Financial PerformanceEPR Properties has been the top-performing Triple-Net REIT year-to-date, showing a strong performance compared to its sector and the broader market.
Growth OpportunitiesManagement sees growth opportunities in golf and health & wellness assets, with favorable supply-demand dynamics in golf and a focus on wellness investments.
Theater Industry RecoveryThe theater industry's fundamentals are improving, and percentage rent from Regal Cinemas is expected to boost earnings.