The company is performing very well. These types of returns on investment are very rare in a REIT. And a pretty attractive valuation too. I'm long the series c convertible. Currently about a 7% yield and based on today's price conversion rights will start at essentially $57 per share, dropping every year due to conversion rate adjustments.
I like EPR, but these 2 REITS pay a higher dividend yield:
1. GOV no tenant risk with government s tenant
2. OLP diversified pool of tenants showing growth, properties bought at bargain prices during recession.
And if JPM recommend buying EPR then I'm out on Tuesday, because it means JPM wants to sell its EPR holdings to whoever is naive enough to listen to their "recommendation". I like EPR but the tenants are not diversified enough - Too much riding on AMC theatres (the former owner).