Roller Coasters, REITs, and Rotten Tomatoes
Summary
Host Jack Howe discusses the REIT rally with KeyBanc analyst Uppal Rana, highlighting EPR Properties’ focus on experiential assets like amusement parks and theaters. They analyze EPR’s triple-net lease model and strong investment spreads. Later, Wedbush analyst Alicia Reese examines the recovering box office, noting rising ticket prices and the outlook for upcoming Marvel releases.
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