Essential Properties Realty Trust, Inc. Investor Presentation

Essential Properties Realty Trust, Inc. (EPRT) has released an investor presentation dated September 2026. The presentation highlights the company's stable net lease portfolio, which is 99.6% leased with a same-store rent growth averaging 1.5% over the last four quarters. EPRT maintains a strong balance sheet with low leverage (3.5x Net Debt / Adjusted EBITDAre) and significant liquidity of approximately $1.7 billion. The company focuses on consistent and disciplined external growth, with recent investment activity at attractive cap rates and capital recycling through dispositions. EPRT emphasizes its differentiated model built for higher growth with lower risk, focusing on service-oriented and experience-based businesses with strong unit-level coverage and transparency. The company also highlights its investment grade rating, a weighted average lease term of 14.3 years, and a disciplined underwriting approach with four key risk mitigants. Historical performance shows durable cash flow, high occupancy rates, and consistent same-store rent growth. The presentation details tenant and industry diversification, geographical diversity, and net investment activity, including a robust disposition summary. Leasing summaries indicate strong same-store performance and a healthy portfolio health with high unit-level coverage and corporate-level financial reporting. Leverage and liquidity remain strong, with a conservative debt structure and well-laddered maturities. EPRT is favorably positioned compared to peers in terms of valuation, growth, and leverage. The company also outlines its commitment to ESG principles, focusing on strong governance, environmental initiatives, and social responsibility.