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Capital Required ๐Ÿšจ High Risk

Target: $3,000 / Month

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

Sector
Specialty REIT
Estimated Capital Needed (Today)
$480,000
to generate $3,000 monthly immediately

๐Ÿ’ฐ Net: approx. $2,538 /mo after tax.

โณ The Waiting Game: Save Money by Holding

Currently, you need $480,000. But if EPR grows its dividend by 1.5% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $7,094
$472,906
Wait 3 Y Save $20,968
$459,032
Wait 5 Y Save $34,435
$445,565
Wait 10 Y Save $66,400
$413,600

*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$516,000+$3,225/mo
Year 3$596,302+$3,727/mo
Year 5$689,102+$4,307/mo
Year 10$989,295+$6,183/mo

Real Life Impact

โณ You just bought 'Time'. The 9-to-5 grind is now optional.

Analysis Breakdown

Introduction

Looking to cover $3000.00 in monthly bills with dividends? Based on the yield of EPR Properties (EPR), your target portfolio size is around $480,000.00. 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 $480,000.00 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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