Unknown Analyst's questions to EPR Properties (EPR) leadership • Q1 2025
Question
An RBC Capital Markets analyst asked for color on the investment pipeline and the types of opportunities available, and also inquired about how the current macro environment could impact the tenant base and future investment activity.
Answer
EVP & CIO Gregory Zimmerman noted the pipeline has depth and breadth across eat and play, attractions, and fitness and wellness, highlighting follow-on deals with existing operators. CEO Gregory Silvers added that despite the 'consumer discretionary' label, their affordable entertainment options show resilience. He stated that as long as employment remains good, consumers incorporate these experiences into their lives. The company will continue to focus on value-oriented, drive-to destinations.