There are many real estate investment trusts, or REITs, that could benefit from the return to normalcy in the United States, but EPR Properties (NYSE:EPR) could be one of the biggest winners. In this Motley Fool Live video clip, recorded on July 14, Fool.com contributor Matt Frankel, CFP, explains to colleague Brian Withers what EPR does and why he's keeping a close eye on its stock in the second half of the year. 

Brian Withers: It's getting to earnings season and whether it's some interesting news or one you're looking forward to from an earnings report. Matt, you have an interesting company up, what are you talking about?

Matt Frankel: I'm watching a company called EPR Properties, ticker symbol is EPR. This is one that's not in the top 20 stocks that I mentioned. It's a smaller position for me. They are a real estate investment trust, surprise, but EPR is really on the top of my list right now because they just reinstituted their dividend before expected at a 5.7% yield. They are one of the few stocks that pays dividends monthly. They are a real estate investment trust that invests in experiential properties, big addressable growth market near the only pure-play that's focused on experiential properties. They are crushed during the pandemic because their biggest tenant is AMC (NYSE:AMC). Anyone want to be an AMC landlord? How about in 2020, anybody? But now, thanks to the Reddit traders and AMC being able to raise $2 billion of fresh capital, it took that problem off their shoulders. I'm not saying invest in AMC, but EPR is definitely getting the benefit. I love the company. They're really trying to branch out into things like gaming properties. TopGolf is a major tenant of theirs. They have water parks, ski resorts, things like that. They estimate a $100 billion addressable market, which is roughly 20 times the size of the company now in properties that they would like to acquire. I'm very bullish on this company long-term and they have outperformed the market, even including the pandemic and over 25-years of history.

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