EPR Properties (EPR) Nareit REITweek: 2025 Investor Conference (Transcript)

EPR Properties (NYSE:EPR) Nareit REITweek: 2025 Investor Conference June 3, 2025 1:45 PM ET

Company Participants

Gregory E. Zimmerman – Executive VP & Chief Investment Officer
Gregory K. Silvers – President, CEO & Board Chair
Mark Alan Peterson – Executive VP, CFO & Treasurer

Conference Call Participants

Richard Jon Milligan – Raymond James & Associates, Inc., Research Division

Richard Jon Milligan

Okay. Good afternoon, everybody, and thanks for coming. We’re happy to have EPR Properties here, and we’ve got Greg, Greg and Mark. And we’re going to do a quick run through or a little update on the company, but then we want to open it up to Q&A. I’ve got a list of questions as well, but feel free to raise your hand as we go through it and chime in with any questions that you have.

And with that, I’ll turn it over to Greg.

Gregory K. Silvers

Thank you, R.J. Just for reference, joining me to my left is Greg Zimmerman, our Chief Investment Officer; and to my right is Mark Peterson, our Chief Financial Officer.

EPR Properties, we are organized as a, generally speaking, a triple net REIT, which has a different focus than a lot of triple net. We’re focused on what we call experiential properties. So again, not something where you necessarily go to buy an item, but you go to have an experience. A lot of that in one of our primary previous in our history investment categories is the theater business. I thought, again, for a lot of people, we’ve been fighting the idea that this business is going away. Hopefully, everybody now understands after we just had a record-breaking Memorial Day weekend, the largest ever.

So all of you who went to see Mission Impossible or Lilo & Stitch, me and my family, thank you. We’re