EPR Properties secures $1 billion credit facility with expansion option

Published 23/09/2024, 13:54
EPR Properties secures $1 billion credit facility with expansion option

KANSAS CITY, Mo. - EPR Properties (NYSE: NYSE:EPR), a leading experiential net lease real estate investment trust (REIT), has revamped its financial structure by entering into a new credit agreement. The company announced the establishment of a $1.0 billion unsecured revolving credit facility that matures on October 2, 2028. This facility supersedes the previous $1.0 billion senior unsecured revolving credit facility.

The updated financial arrangement provides EPR Properties with an initial borrowing availability of $1.0 billion and includes an "accordion" feature which could potentially double the available principal amount to $2.0 billion, subject to approval from lenders. The terms of the new agreement offer a reduced interest rate on loans and eliminate the tangible net worth covenant that was part of the prior agreement. Additionally, the agreement has been modified to allow the company to incur more secured debt if chosen and simplifies asset valuation methods under the facility.

EPR Properties has the option to extend the maturity date of the new credit facility by up to a total of 12 months, contingent on payment of additional fees and the absence of any default.

Greg Silvers, President and CEO of EPR Properties, expressed satisfaction with the new credit facility, highlighting that it "provides us with enhanced borrowing flexibility and more favorable terms." He added that the facility is a testament to their bank group's confidence in the company's long-term strategy of investing in experiential properties.

EPR Properties, with total assets of approximately $5.6 billion, focuses on properties that facilitate leisure and recreational experiences. The company operates across 44 states and emphasizes a strategic investment approach to deliver stable and attractive returns.

This financial development is based on a press release statement and is intended for general business purposes, including acquisitions aligned with the company's strategic focus on experiential properties. The establishment of the new credit facility reflects EPR Properties' commitment to strengthening its financial foundation and supporting its growth initiatives.


In other recent news, EPR Properties, a real estate investment trust, has been the subject of several analyst revisions and has reported noteworthy earnings and revenue results. Raymond James raised the stock rating from Outperform to Strong Buy, signaling confidence in the company's performance and future prospects. This upgrade follows EPR Properties' second quarter report that met expectations and confirmed its guidance for the year 2024. The company also raised its Box Office revenue forecast for 2024, attributing this optimistic revision to the successful performance of recent movie releases.

Truist Securities adjusted its outlook on EPR Properties, raising the price target while maintaining a Hold rating. This adjustment came after a steady prediction of the 2024 normalized funds from operations (FFO) per share estimate, and a slight reduction in the 2025 FFO estimate. RBC Capital upgraded EPR Properties from Sector Perform to Outperform, increasing the price target based on the firm's anticipation of a resurgence in the theatrical box office.

In its second quarter 2024 earnings call, EPR Properties reported total investments of approximately $6.9 billion, a healthy lease rate of 99%, and total revenue of $173.1 million. Despite a slight decrease in FFO and Adjusted Funds from Operations (AFFO), the company confirmed its 2024 FFO per share guidance. These recent developments reflect EPR Properties' resilience and strategic adaptability in the current market.


InvestingPro Insights


EPR Properties (NYSE: EPR) recently announced a revamped credit agreement, a strategic move that underscores the company's financial agility and potential for growth. An analysis of real-time data and InvestingPro Tips provides a deeper perspective on the company's current financial health and market position.

InvestingPro data highlights a robust gross profit margin of 91.52% for the last twelve months as of Q2 2024, indicating EPR Properties' strong ability to manage its cost of goods sold and maintain profitability. The company's market capitalization stands at $3.69 billion, reflecting its substantial presence in the REIT sector. Additionally, EPR Properties offers an attractive dividend yield of 7.02%, showcasing its commitment to delivering value to shareholders.

Among the InvestingPro Tips, it's notable that EPR Properties has maintained dividend payments for 28 consecutive years, reinforcing its reputation as a reliable income stock. Furthermore, the company is trading at a low P/E ratio relative to near-term earnings growth, currently at 19.63, suggesting that it may be undervalued given its growth prospects.

For investors seeking additional insights, there are further InvestingPro Tips available, which could serve as valuable resources for making informed decisions about EPR Properties' stock. These tips include analysis on earnings revisions, stock volatility, and liquidity concerns, among others. For a comprehensive list of all the tips, investors can visit InvestingPro at https://www.investing.com/pro/EPR.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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