Essential Properties Realty Trust, Inc. - Form 8-K Investor Presentation

Essential Properties Realty Trust, Inc. (EPRT) has filed a Form 8-K to disclose an investor presentation released on April 7, 2026. The presentation, intended for use in investor meetings, details the company's operational and financial performance. Key highlights include a stable net lease portfolio that is 99.7% leased with a 1.5% average same-store rent growth over the last four quarters. The company maintains a strong balance sheet with a pro forma Net Debt to Adjusted EBITDAre of 3.1x and approximately $1.8 billion in pro forma liquidity. EPRT has demonstrated consistent external growth, closing over $385 million in investments year-to-date at attractive cap rates and actively recycling capital through dispositions. The presentation also emphasizes EPRT's differentiated investment model, focusing on service-oriented and experience-based businesses with strong unit-level coverage and a long weighted average lease term. The company boasts a history of low credit loss, comparable to investment-grade bonds, supported by disciplined underwriting and a focus on e-commerce-resistant industries. Financials show consistent AFFO per share growth and a conservative payout ratio. EPRT also highlights its commitment to ESG principles, with strong governance practices and initiatives in environmental sustainability.