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Capital Required ๐Ÿšจ High Risk

Target: $500 / Month

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

Sector
Specialty REIT
Estimated Capital Needed (Today)
$80,000
to generate $500 monthly immediately

๐Ÿ’ฐ Net: approx. $423 /mo after tax.

โณ The Waiting Game: Save Money by Holding

Currently, you need $80,000. But if EPR grows its dividend by 1.5% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $1,182
$78,818
Wait 3 Y Save $3,495
$76,505
Wait 5 Y Save $5,739
$74,261
Wait 10 Y Save $11,067
$68,933

*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$86,000+$538/mo
Year 3$99,384+$621/mo
Year 5$114,850+$718/mo
Year 10$164,883+$1,031/mo

Real Life Impact

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Analysis Breakdown

Introduction

Looking to cover $500.00 in monthly bills with dividends? Based on the yield of EPR Properties (EPR), your target portfolio size is around $80,000.00. 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 $80,000.00 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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