Essential Properties Realty Trust filings document the formal disclosures of an internally managed net lease REIT focused on primarily single-tenant properties leased to service-oriented and experience-based businesses. Its 8-K reports furnish quarterly earnings releases, investor presentations and supplemental information covering operating results, portfolio activity, leverage, liquidity and REIT performance measures.
The company’s filings also record common stock offerings, underwriting and forward sale agreements, dividend declarations, Regulation FD materials, and governance disclosures. Proxy materials address board matters, shareholder voting, executive compensation and related governance practices, while material-event amendments cover executive employment arrangements and other corporate updates.
Essential Properties Realty Trust, Inc. (EPRT) reported third-quarter 2026 total revenue of $168.7 million, compared with $144.9 million a year earlier. Net income attributable to stockholders was $60.2 million, versus $65.6 million. For the nine months ended September 30, 2026, net income attributable to stockholders was $194.2 million, compared with $184.9 million, and net cash provided by operating activities was $328.0 million, versus $275.9 million.
The company acquired interests in 303 properties in the first nine months of 2026. It reported 2,412 owned properties and 2,580 total investments as of September 30, including loan and direct-financing-lease investments. Total principal outstanding on debt was $2.991 billion, compared with $2.530 billion at December 31, 2025, including $491.0 million outstanding under the revolving credit facility. An amendment increased the facility’s maximum initial aggregate revolving principal amount from $1.0 billion to $1.3 billion. The company said it was in compliance with all financial covenants and not in default as of September 30, 2026.
Essential Properties Realty Trust, Inc. (EPRT) reported third-quarter 2026 total revenues of $168.7 million, compared with $144.9 million a year earlier. Diluted net income per share was $0.27, down 18%, while AFFO per share was $0.51, up 6%; diluted FFO and Core FFO per share were $0.54 and $0.55, up 4% and 6%. The real estate impairment provision was $15.0 million, versus $1.4 million a year earlier.
The company closed $342.2 million of investments across 100 properties at a 7.7% weighted average cash cap rate, and sold 11 properties for $17.9 million in net proceeds. As of September 30, 2026, its portfolio included 2,580 properties, a 14.2-year weighted average lease term and 99.6% occupancy.
EPRT raised its 2026 AFFO-per-share guidance to $2.02 to $2.05 from $2.01 to $2.05 and issued 2027 guidance of $2.10 to $2.18. The 2027 outlook includes $1.0 billion to $1.5 billion of investment volume and $32.0 million to $37.0 million of Cash G&A. At quarter-end, pro forma net debt to annualized Adjusted EBITDAre was 3.8x, and pro forma total available liquidity was $1.3 billion.
Essential Properties Realty Trust, Inc. (EPRT) CEO and director Peter M. Mavoides reported two direct award-related acquisitions on October 14, 2026, recorded as adjustments to shares subject to performance-based RSUs: 1,525 shares tied to RSUs granted in 2023 and 1,052 shares tied to RSUs granted in 2022. The adjustments were made in connection with third-quarter 2026 dividend payments; the respective RSUs are scheduled to vest December 31, 2026, and January 5, 2027.
Essential Properties Realty Trust, Inc. (EPRT) reported an award-related acquisition of 118 shares of common stock by SVP, CAO & Treasurer Timothy J. Earnshaw on October 14, 2026. The transaction represents an adjustment to shares subject to performance-based RSUs granted in 2023. Those RSUs will vest on December 31, 2026, in connection with quarterly dividends to stockholders for the third quarter of 2026. Earnshaw’s direct holdings following the transaction were 71,562 shares.
Essential Properties Realty Trust, Inc. President and COO Robert M. Jenkins reported acquiring 218 shares of Common Stock on October 14, 2026, as an adjustment to shares subject to performance-based RSUs granted in 2023, in connection with quarterly dividends for the third quarter of 2026. He directly held 34,386 shares following the transaction.
ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) amended its Amended and Restated Credit Agreement on September 14, 2026, primarily affecting its Revolving Credit Facility. The committed capacity under the Revolving Credit Facility increased from $1.0 billion to $1.3 billion.
The amendment also reduced the pricing in the margin grid for both the Revolving Credit Facility and the term loans, released the Subsidiary Guarantors from their Guarantee Obligations and status as Loan Parties, and reset the accordion feature to permit $700.0 million of availability. In connection with this amendment, the company repaid in full all obligations under its Capital One Credit Agreement and terminated that agreement.
Essential Properties Realty Trust, Inc. (EPRT) furnished its 2025 Corporate Responsibility Report, outlining environmental, social, governance and portfolio metrics for the year ended December 31, 2025. The company highlights record $1.3 billion of gross investments in 270 properties and a diversified triple-net lease portfolio of 2,300 properties across 48 states, leased to 447 tenants with 99.7% occupancy.
The report describes EPRT’s focus on service-oriented and experience-based tenants, with about $555 million of annualized base rent and no more than 5% targeted from any single tenant over time. It details governance structures, board diversity (50% female, 88% independent), cybersecurity oversight, and new policies on artificial intelligence, incident response, and technology use.
Environmental disclosures cover corporate Scope 2 emissions of 38.64 metric tons CO₂e, down 13.1% from 2024, ENERGY STAR-certified offices, and expanded Green Lease adoption covering 57% of properties and 48% of portfolio ABR. EPRT also reports use of catastrophe modeling on roughly 2,291 properties to assess physical risk, and continued investment in employees through equity participation, professional development incentives, and comprehensive benefits.
ESSENTIAL PROPERTIES REALTY TRUST, INC. (symbol: EPRT) is the issuer of record for a Form 4 filing submitted to the SEC. Vachris Craig J reported acquisition or exercise transactions in this Form 4 filing.
ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) reported that Executive VP and CIO Craig J. Vachris received an award of 67,476 LTIP Units, each representing a contingent right to receive one OP Unit. The OP Units are redeemable for cash or, at the company’s election, exchangeable one-for-one into common stock, subject to anti-dilution adjustments. These LTIP Units vest in one-fourth annual installments on each of the first four anniversaries of September 15, 2026, subject to his continued employment, and have no expiration date.
ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) filed an initial statement of beneficial ownership on Form 3 for executive officer Craig J. Vachris, whose title is Executive VP and CIO. The filing lists no equity transactions and no holdings or derivative positions for this reporting person.
ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) furnished an investor presentation outlining a strong net-lease portfolio and solid second-quarter 2026 operating performance. For the quarter ended June 30, 2026, total revenues were $161.9 million, with net income attributable to stockholders of $74.3 million, and diluted net income per share of $0.34. Diluted AFFO per share was $0.50, based on AFFO of $110.1 million.
The portfolio was 99.6% leased with unit-level rent coverage of 3.5x, a weighted average lease term of 14.3 years and only 2.3% of annualized base rent expiring through 2028. As of June 30, 2026, EPRT held 2,493 investment properties totaling 28.5 million square feet and undepreciated gross assets of $8.2 billion. Pro forma net debt to annualized Adjusted EBITDAre was 3.5x, with total available liquidity of about $1.7 billion, supporting continued external growth at cash cap rates generally in the high-7% to ~8% range.