HomeCompareSOHO vs EPRT

SOHO vs EPRT: Dividend Comparison 2026

SOHO yields 88.89% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $24.2K in total portfolio value· pulled ahead in Year 8
10 years
SOHO
SOHO
● Live price
88.89%
Share price
$2.25
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.2K
Annual income
$17.29
Full SOHO calculator →
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT calculator →

Portfolio growth — SOHO vs EPRT

📍 EPRT pulled ahead of the other in Year 8

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSOHOEPRT
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, SOHO + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOHO pays
EPRT pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SOHO
Annual income on $10K today (after 15% tax)
$7,555.56/yr
After 10yr DRIP, annual income (after tax)
$14.70/yr
EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/yr
At 15% tax rate, EPRT beats the other by $10,899.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SOHO + EPRT for your $10,000?

SOHO: 50%EPRT: 50%
100% EPRT50/50100% SOHO
Portfolio after 10yr
$51.3K
Annual income
$6,429.01/yr
Blended yield
12.53%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

SOHO
Analyst Ratings
2
Buy
3
Hold
1
Sell
Consensus: Hold
Altman Z
0.3
Piotroski
3/9
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% upside vs current
Range: $33.00 — $37.00
Altman Z
1.8
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOHO buys
0
EPRT buys
0
PoliticianChamberTickerTypeAmountDate
Lance Gooden🏢 House$SOHO▼ Sell$1,001 - $15,0002024-07-23
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOHOEPRT
Forward yield88.89%3.92%
Annual dividend / share$2.00$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%29%
Portfolio after 10y$39.2K$63.4K
Annual income after 10y$17.29$12,840.73
Total dividends collected$11.6K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst consensusHoldBuy

Year-by-year: SOHO vs EPRT ($10,000, DRIP)

YearSOHO PortfolioSOHO Income/yrEPRT PortfolioEPRT Income/yrGap
1$15,144$4,444.44$11,205$505.18+$3.9KSOHO
2$19,350$3,145.26$12,672$682.46+$6.7KSOHO
3$22,582$1,877.88$14,490$930.48+$8.1KSOHO
4$25,187$1,024.10$16,786$1,282.69+$8.4KSOHO
5$27,484$533.75$19,753$1,791.56+$7.7KSOHO
6$29,680$272.16$23,677$2,541.64+$6.0KSOHO
7$31,895$137.34$29,008$3,672.99+$2.9KSOHO
8← crossover$34,196$68.97$36,463$5,425.08$2.3KEPRT
9$36,625$34.55$47,238$8,221.57$10.6KEPRT
10$39,206$17.29$63,385$12,840.73$24.2KEPRT

SOHO vs EPRT: Complete Analysis 2026

SOHOStock

Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on the acquisition, renovation, upbranding and repositioning of upscale to upper-upscale full-service hotels in the Southern United States. Currently, the Company's portfolio consists of investments in twelve hotel properties, comprising 3,156 rooms, as well as interests in two condominium hotels and their associated rental programs. The Company owns hotels that operate under the Hilton Worldwide, Hyatt Hotels Corporation, and Marriott International, Inc. brands, as well as independent hotels. Sotherly Hotels Inc. was organized in 2004 and is headquartered in Williamsburg, Virginia.

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EPRTREIT

Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.

Full EPRT Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.