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Jun 30
Essential Properties Q2 2025 Earnings Report
Essential Properties reported solid Q2 2025 results with higher AFFO per share and strong portfolio metrics.
Key Takeaways
Essential Properties delivered $137.1 million in revenue and $63.2 million in net income for Q2 2025. AFFO per share rose to $0.46, driven by resilient portfolio occupancy of 99.6% and strategic investments in 77 properties.
Net income per diluted share increased to $0.32, up 10% year-over-year:contentReference[oaicite:0]{index=0}
AFFO per share grew 7% year-over-year to $0.46:contentReference[oaicite:1]{index=1}
Portfolio occupancy remained strong at 99.6%:contentReference[oaicite:2]{index=2}
77 properties acquired for $334 million at a weighted average lease term of 19.5 years:contentReference[oaicite:3]{index=3}
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
Essential Properties raised its full-year 2025 AFFO per share guidance to $1.86–$1.89, supported by a robust investment pipeline and stable occupancy.
Positive Outlook
- AFFO guidance raised to $1.86–$1.89 per share
- Investment volume expected to reach $1.0–$1.2 billion
- Portfolio occupancy projected to remain above 99%
- Strong tenant rent coverage ratio supports stable cash flows
- Resilient demand for sale-leaseback transactions
Challenges Ahead
- Macroeconomic uncertainty could slow investment pace
- Rising interest rates may increase financing costs
- Potential delays in closing new acquisitions
- Higher G&A expense guidance of $28–$31 million
- Limited disposition opportunities at favorable cap rates