Motley Fool contributor Matt DiLallo says he owns EPR Properties and Main Street Capital for dividend income. At recent prices, EPR’s $0.31 monthly payout yields 6.4%; Main Street’s $0.265 monthly dividend yields 5.8%, rising to 8% with its quarterly supplement.
Main Street’s monthly dividend is $3.18 annualized and was covered 1.4 times by distributable net investment income in the second quarter. Since its 2007 IPO, the company has raised the monthly payment 141% without cutting or suspending it. Its $0.30-per-share quarterly supplement has been paid for 20 straight quarters, at the same rate since early 2024; BDCs must distribute at least 90% of taxable net income.
EPR suspended and reset its dividend to a lower level during the pandemic, but has raised it in recent years, including by 5.1% in early 2026. Its payout is around 68% of free cash flow. The REIT expects to invest at least $600 million this year, including more than $300 million on seven Six Flags theme parks that it subsequently leased to two new tenants.
