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Capital Required ๐Ÿšจ High Risk

Target: $1,000 / Month

Ticker: EPR โ€ข Yield: 7.5% โ€ข Growth (5yr): 1.5%

Sector
Specialty REIT
Estimated Capital Needed (Today)
$160,000
to generate $1,000 monthly immediately

๐Ÿ’ฐ Net: approx. $846 /mo after tax.

โณ The Waiting Game: Save Money by Holding

Currently, you need $160,000. But if EPR grows its dividend by 1.5% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $2,365
$157,635
Wait 3 Y Save $6,989
$153,011
Wait 5 Y Save $11,478
$148,522
Wait 10 Y Save $22,133
$137,867

*Assumes constant dividend reinvestment is NOT included, only dividend growth.

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โ˜ƒ๏ธ The Snowball Effect (10-Year DRIP)

Reinvesting all dividends with constant yield:

YearTotal ValueMonthly Income
Year 1$172,000+$1,075/mo
Year 3$198,767+$1,242/mo
Year 5$229,701+$1,436/mo
Year 10$329,765+$2,061/mo

Real Life Impact

๐Ÿงฑ Mortgage crusher! Your house is basically paying for itself.

Analysis Breakdown

Introduction

Looking to cover $1000.00 in monthly bills with dividends? Based on the yield of EPR Properties (EPR), your target portfolio size is around $160,000.00. We base this on its recent trailing yield of 7.50%.

About EPR

Investors in the Specialty REIT sector often watch EPR Properties (EPR). However, its high yield suggests higher volatility.

Investment Context

From an investment angle, committing $160,000.00 requires conviction in EPR's future.

Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.

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