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Dec 31, 2025
Essential Properties Q4 2025 Earnings Report
Essential Properties announced its operating results for the fourth quarter and full year ended December 31, 2025.
Key Takeaways
Essential Properties reported a strong fourth quarter in 2025, with net income per share increasing by 13% to $0.34 and AFFO per share increasing by 9% to $0.49. The company closed $295.8 million in investments at a 7.7% weighted average cash cap rate and increased its 2026 AFFO guidance.
Fourth Quarter Net Income per Share increased by 13% to $0.34.
Fourth Quarter AFFO per Share increased by 9% to $0.49.
Investments of $295.8 million were closed at a 7.7% Weighted Average Cash Cap Rate in Q4 2025.
The company increased its 2026 AFFO Guidance to a range of $1.99 to $2.04 per Share.
Revenue by Segment
Forward Guidance
Essential Properties increased its 2026 AFFO per share estimate, expecting it to be within a range of $1.99 to $2.04. This guidance includes an estimated investment volume of $1.0 billion to $1.4 billion and Cash G&A of $31 million to $35 million.
Positive Outlook
- Increased 2026 AFFO per share estimate to $1.99 to $2.04.
- Anticipated investment volume of $1.0 billion to $1.4 billion for 2026.
- Strong momentum from 2025 expected to continue into 2026.
- Company's growth in team enabled efficient scaling of asset base.
- Compelling growth expected for the upcoming year.
Challenges Ahead
- Guidance does not include GAAP financial measures like net income or general and administrative expense.
- Unable to reasonably predict certain items that would be in GAAP measures without unreasonable efforts.
- Potential impairments of real estate assets are not included in guidance.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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