• Earlier this month, Essential Properties Realty Trust reported strong second quarter results with year-over-year increases across sales, revenue, and net income, and announced the addition of seasoned audit professional Kristin L. Smallwood to its Board of Directors.
• These developments underscore the company’s continued operational momentum and enhanced corporate governance, reflecting both financial strength and leadership depth as of July 2025.
• We'll explore how Essential Properties Realty Trust's earnings growth this quarter influences its investment narrative and long-term performance outlook.

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Essential Properties Realty Trust Investment Narrative Recap

To believe in Essential Properties Realty Trust as a shareholder, one must have confidence in its ability to maintain rental income growth through a diversified tenant base and disciplined acquisitions. The recent strong earnings report further supports the view that the company's steady investment pipeline and operational momentum remain the main near-term catalysts. On the other hand, this update does little to change the ongoing risk from unsettled forward equity dilution, which continues to modestly weigh on AFFO per share. Among recent announcements, the Q2 2025 earnings report stands out for its relevance, highlighting year-over-year increases in sales, revenue, and net income. These results reinforce the notion that growth opportunities in middle-market sale-leaseback transactions and expanding investment activity are the leading factors influencing near-term performance. Yet, when it comes to forward equity dilution, investors should also be aware that...

Read the full narrative on Essential Properties Realty Trust (it's free!)

Essential Properties Realty Trust's narrative projects $753.6 million in revenue and $316.3 million in earnings by 2028. This requires 16.6% annual revenue growth and a $104.7 million earnings increase from the current $211.6 million.

Uncover how Essential Properties Realty Trust's forecasts yield a $35.90 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community contributors estimate fair values for Essential Properties Realty Trust ranging widely from US$27 to US$90.37, with four unique viewpoints. While earnings momentum is currently a key catalyst, ongoing concerns about AFFO per share dilution could have broader implications for future returns.

Explore 4 other fair value estimates on Essential Properties Realty Trust - why the stock might be worth 14% less than the current price!

Build Your Own Essential Properties Realty Trust Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Essential Properties Realty Trust research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Essential Properties Realty Trust research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Essential Properties Realty Trust's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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