Dec 31, 2023

Essential Properties Q4 2023 Earnings Report

Essential Properties reported strong Q4 2023 results, marked by an 8% increase in AFFO per share and substantial investment activity.

Key Takeaways

Essential Properties Realty Trust, Inc. announced strong operating results for the fourth quarter of 2023, with AFFO per share growing by 8%. The company closed investments of $314.9 million at a 7.9% weighted average cash cap rate and reiterated its 2024 AFFO guidance of $1.71 to $1.75 per share. With nearly $800 million in liquidity, Essential Properties is well-positioned for future investments.

Net income per share increased by 24% to $0.31.

AFFO per share increased by 8% to $0.42.

Investments of $314.9 million were closed at a 7.9% weighted average cash cap rate.

The company reiterates 2024 AFFO guidance of $1.71 to $1.75 per share.

Total Revenue
$97.7M
Previous year: $74.3M
+31.6%
EPS
$0.42
Previous year: $0.39
+7.7%
Occupancy Rate
99.8%
Previous year: 99.9%
-0.1%
Gross Profit
$96.4M
Previous year: $73.5M
+31.2%
Cash and Equivalents
$39.8M
Previous year: $62.3M
-36.2%
Total Assets
$4.77B
Previous year: $4B
+19.2%

Essential Properties

Essential Properties

Essential Properties Revenue by Segment

Forward Guidance

The Company reiterates its previously issued expectation that 2024 AFFO per share on a fully diluted basis will be within a range of $1.71 to $1.75.

Revenue & Expenses

Visualization of income flow from segment revenue to net income