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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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EPR Properties has rallied 42% in the past year, significantly outperforming peers and the S&P, driven by its shift to experiential assets. Despite strong fundamentals and raised guidance, the valuation gap has closed, making the stock less attractive for new buys at current levels. Given economic uncertainty and recent gains, I recommend trimming positions and turning off DRIP, awaiting a better entry point in the mid-$50s.