Jun 30, 2023

Essential Properties Q2 2023 Earnings Report

Announced second quarter 2023 results, featuring net income per share of $0.35 and AFFO per share of $0.41. Closed investments of $277.4 million at a 7.4% weighted average cash cap rate and increased 2023 AFFO guidance to $1.62 to $1.65 per share.

Key Takeaways

Essential Properties Realty Trust reported strong second-quarter results, driven by a high-performing portfolio and a differentiated investment model. The company closed investments of $277.4 million at a 7.4% weighted average cash cap rate and increased its 2023 AFFO guidance to $1.62 to $1.65 per share.

Net income per share increased by 30% to $0.35 compared to the second quarter of 2022.

Funds from Operations (FFO) per share increased by 5% compared to the second quarter of 2022.

Adjusted Funds from Operations (AFFO) per share increased by 8% compared to the second quarter of 2022.

The company's portfolio was 99.9% leased to 360 tenants operating 560 different concepts in 16 industries across 48 states as of June 30, 2023.

Total Revenue
$86.5M
Previous year: $71.4M
+21.1%
EPS
$0.41
Previous year: $0.38
+7.9%
Occupancy Rate
99.9%
Previous year: 99.9%
+0.0%
Gross Profit
$85.4M
Previous year: $70.6M
+20.9%
Cash and Equivalents
$14.1M
Previous year: $18M
-21.6%
Total Assets
$4.31B
Previous year: $3.59B
+20.2%

Essential Properties

Essential Properties

Essential Properties Revenue by Segment

Forward Guidance

The Company is increasing its guidance for 2023 AFFO per share on a fully diluted basis to a range of $1.62 to $1.65 from its previously announced range of $1.60 to 1.64.

Revenue & Expenses

Visualization of income flow from segment revenue to net income