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Mar 31
Essential Properties Q1 2025 Earnings Report
Essential Properties reported its Q1 2025 results with solid earnings and continued investment momentum.
Key Takeaways
Essential Properties posted strong Q1 2025 performance, with consistent EPS growth, high occupancy, and $307.7M in new investments while maintaining a resilient portfolio despite economic uncertainty.
EPS of $0.29 and Adjusted EPS of $0.45 for Q1 2025.
Revenue reached $129,354,000 driven by rental and interest income.
Net income was $56,108,000 with $85,701,000 in AFFO.
Portfolio occupancy remained high at 99.7% across 2,138 properties.
Essential Properties
Essential Properties
Essential Properties Revenue by Segment
Essential Properties Revenue by Geographic Location
Revenue by Segment
Rental Revenue
CapyFin.comInterest on loans and lease receivables Revenue
CapyFin.comOther Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.com Forward Guidance
The company reiterated its 2025 AFFO guidance of $1.85–$1.89 per share, with planned investments between $900M and $1.1B.
Positive Outlook
- AFFO guidance maintained between $1.85 and $1.89 per share.
- Investment pipeline remains strong.
- Healthy liquidity position with $1.5B available.
- High tenant rent coverage and occupancy rates.
- Strong equity market activity and capital raise execution.
Challenges Ahead
- Uncertain macroeconomic conditions may impact leasing or investment timing.
- No GAAP net income guidance provided due to variability.
- Potential for impairment charges not factored into outlook.
- Dispositions remain minimal compared to acquisitions.
- Market sensitivity to interest rate environment.