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. reported second‑quarter 2026 results with total revenues of $161,888 thousand and net income of $74,481 thousand. Diluted net income per share was $0.34 and diluted AFFO per share was $0.50, with these per‑share metrics increasing 6% and 9%, respectively, versus second quarter 2025.
The company invested $332.4 million in 103 properties in the quarter at a 7.8% weighted average cash cap rate and completed $54.3 million of dispositions at a 7.3% cash cap rate. As of June 30, 2026, the portfolio comprised 2,493 properties, was 99.6% leased, had a 14.3‑year weighted average lease term and a 3.5x weighted average rent coverage ratio.
Leverage metrics remained conservative, with net debt to Annualized Adjusted EBITDAre of 4.5x, pro forma 3.5x, and total available liquidity of $1.7 billion including $1.0 billion of undrawn revolver capacity and $574.7 million of unsettled forward equity. Management raised 2026 AFFO guidance to $2.01–$2.05 per share and increased investment volume guidance to $1.2–$1.5 billion while reiterating Cash G&A guidance of $30.0–$34.0 million.
Essential Properties Realty Trust, Inc. reported that SVP, CAO & Treasurer Timothy J. Earnshaw acquired 95 shares of Common Stock on July 14, 2026 through a grant/award adjustment. The footnote explains this reflects an increase in shares subject to performance-based RSUs granted in 2023, tied to quarterly dividends for the second quarter of 2026, which are scheduled to vest on December 31, 2026. Following this adjustment, Earnshaw directly holds 71,444 shares of Common Stock.
ESSENTIAL PROPERTIES REALTY TRUST Executive VP and COO Robert M. Jenkins reported a grant/award acquisition of 176 shares of common stock. According to the footnote, this is an adjustment to shares subject to performance-based RSUs granted in 2023 tied to second quarter 2026 dividends, which will vest on December 31, 2026. Following this adjustment, he directly holds 56,168 shares.
ESSENTIAL PROPERTIES REALTY TRUST, INC. reported that Executive VP and CIO A. Joseph Peil acquired 176 shares of Common Stock on July 14, 2026 as a grant/award adjustment. According to the award terms, this represents an adjustment to shares subject to performance-based RSUs granted in 2023, tied to quarterly dividends for the second quarter of 2026 and scheduled to vest on December 31, 2026. Following this adjustment, Peil directly holds 76,866 Common shares.
Mavoides Peter M. reported acquisition or exercise transactions in this Form 4 filing.
Essential Properties Realty Trust President and CEO Peter M. Mavoides reported compensation-related stock activity. He received 852 and 1,236 shares of common stock as adjustments to performance-based RSUs tied to second-quarter 2026 dividends, scheduled to vest on December 31, 2026 and January 5, 2027. He also reports indirect ownership of common stock held through family trusts.
Essential Properties Realty Trust, Inc., through subsidiary Essential Properties, L.P., closed an underwritten public offering of $400,000,000 aggregate principal amount of 5.375% Senior Notes due 2036, fully and unconditionally guaranteed by the REIT.
The Notes are senior unsecured obligations, ranking equally with other senior unsecured debt but effectively subordinated to mortgage and other secured indebtedness, as well as liabilities of subsidiaries and equity‑method investees. They were issued under an existing indenture and a third supplemental indenture that add restrictive covenants, including requirements for the Guarantor to maintain a specified level of total unencumbered assets.
The underwriters paid a purchase price of 97.469% of principal amount. The Notes bear interest at 5.375% per year, payable on January 15 and July 15 of each year, starting January 15, 2027, and mature on July 15, 2036. The Issuer may redeem the Notes before April 15, 2036 at a make‑whole redemption price based on the Treasury Rate plus 20 basis points, or at par on or after April 15, 2036, in each case plus accrued interest.
Essential Properties, L.P. is offering $400,000,000 aggregate principal amount of 5.375% Senior Notes due July 15, 2036. The notes bear interest at 5.375% per year, pay semiannually beginning January 15, 2027, and mature on July 15, 2036.
The notes will be senior unsecured obligations of Essential Properties, L.P., fully and unconditionally guaranteed by Essential Properties Realty Trust, Inc., and will be effectively subordinated to secured indebtedness and liabilities of subsidiaries to the extent of collateral value. Net proceeds are expected to be approximately $388.9 million, to be used to repay amounts outstanding under the revolving credit facility and for general corporate purposes. The offering is not intended to be listed on any exchange.
Essential Properties, L.P. filed a preliminary prospectus supplement for an offering of senior unsecured notes due 20__, which will be fully and unconditionally guaranteed by Essential Properties Realty Trust, Inc. The notes will rank equally with other senior unsecured indebtedness and be effectively subordinated to secured debt and subsidiary liabilities.
The supplement discloses recent portfolio activity and liquidity: annualized base rent was $584.2 million as of March 31, 2026; the company invested $58.1 million in 18 properties from April 1, 2026 through May 28, 2026 and had completed and pending investment activity totaling $429.4 million as of May 28, 2026. Total liquidity was $1.5 billion as of May 28, 2026. Net proceeds are intended to repay amounts under the revolving credit facility and for general corporate purposes.
Essential Properties Realty Trust, Inc. announced that its Board declared a quarterly cash dividend of $0.32 per share of common stock for the second quarter of 2026, representing an annualized dividend of $1.28 per share. This reflects an increase of approximately 3% and $0.04 per share over the prior annualized dividend. The dividend will be paid on July 14, 2026 to stockholders of record as of June 30, 2026.
As of March 31, 2026, the company’s portfolio included 2,417 freestanding net lease properties, with a weighted average lease term of 14.6 years and a weighted average rent coverage ratio of 3.5x. The portfolio was 99.7% leased to tenants operating 662 different concepts across 48 states, underscoring a broad and diversified tenant base.
Essential Properties Realty Trust, Inc. furnished an investor presentation providing an operating, portfolio and balance sheet update, including first‑quarter 2026 results. The net lease REIT reported Q1 2026 total revenues of $158.8 million and net income attributable to stockholders of $59.8 million, or $0.28 per diluted share.
Funds from operations were $114.6 million, with AFFO of $105.8 million, equal to $0.50 per diluted share. As of March 31, 2026, the portfolio included 2,417 investment properties totaling 27.3 million square feet, 99.7% leased, with a weighted average remaining lease term of 14.6 years and unit‑level rent coverage of 3.5x.
The company highlighted a BBB/Baa2 investment‑grade balance sheet, gross real estate investments at cost of $7.1 billion, undepreciated gross assets of $7.8 billion and pro forma net debt to annualized adjusted EBITDAre of 3.5x. Total available liquidity was about $1.46 billion, including cash, revolver capacity and unsettled forward equity, supporting continued external growth at targeted cap rates.