It’s time to start investing in oversold travel stocks, especially as we move into the warmer months of the year when demand for vacations and leisure activities picks up. Historically, around this time of the year, we see interest in companies tied to travel and tourism, as consumers begin planning trips, booking hotels, cruises, and other experiences.

Most times, that’s beneficial for hotels, airlines, theme parks, real estate investment trusts (REITs), and cruise lines. Better, as spring turns into summer, the combination of travel demand, warmer weather conditions, and the desire to just get away. For investors, this makes it an opportune time to jump into beaten-down names that may be poised for a rebound.

Look at EPR Properties (SYM: EPR), for example.

With a yield of 6.08%, EPS is a diversified experiential triple net lease REIT that specializes in assets such as movie theatres and amusement parks, such as Six Flags. It also just entered into definitive agreements to acquire a portfolio of seven regional parks from Six Flags Entertainment Corporation for a gross transactional value of $342 million.

Even better, it just raised its dividend to 31 cents a month, payable April 15 to shareholders of record as of March 31. Plus, earnings haven’t been too shabby. Q4 funds from operations (FFO) were $1.30 and in line. Revenue of $182.95 million, up 3.2% year over year, beat by $1.01 million. EPR also introduced adjusted 2026 FFO guidance of $5.28 to $5.48 (midpoint of $5.38).

Sincerely,

Ian Cooper