EPR Properties at REITWORLD: Nareit Virtual Conference Transcript

Nov 17, 2020 / 09:30PM GMT
Michael Albert Carroll - RBC Capital Markets, Research Division - Analyst

So good afternoon. This is the EPR presentation, and I'm Mike Carroll, senior analyst at RBC Capital Markets. And with me, I have Greg Silvers, CEO; Mark Peterson, CFO; Greg Zimmerman, CIO; and Brian Moriarty, IR.

I'm going to flip it over to Greg for some opening remarks, and then we'll go immediately into some Q&A. Greg?

Gregory K. Silvers - EPR Properties - President, CEO & Trustee

Thank you, Michael, and thank you all for joining us today.

And for those of you who are new to the story, EPR, we are a triple-net REIT that focuses on experiential assets. And as you can imagine, this has been quite a challenging year for those of us who focus on experiential assets.

Our portfolio really has been -- as we've migrated through this year, really 2 different segregations: one, our experiential focus that is not theatrical, which has done remarkably well and continues to ramp up, and we've seen continued strength in that; and our theater portfolio, which has

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