Last Updated: October 3, 2025
Analyzing Management
Public company leadership plays a pivotal role in both the initial due diligence and continuous risk assessment processes for hedge funds and asset managers. ManagementTrack offers a consistent approach that filters out distractions—highlighting definitive strengths and weaknesses, signaling potential red and green flags, and establishing a clear connection between CEO actions and investment outcomes.
CEO Silvers’ capital recycling may not overcome tenant and financing risks
Analysis of EPR Properties CEO Gregory Silvers
While Gregory Silvers has proven execution on large-scale capital recycling, a mixed record on tenant risk and a lack of specific financing experience create execution risks for the company’s growth strategy.
Management evaluated Gregory Silvers’s track record and skillset against the following key factors for EPR:
- Executing a bond deal and ATM program amid rate volatility.
- Executing capital recycling to fund experiential growth.
- Managing tenant risk amid consumer spending uncertainty.
- Deploying capital to meet aggressive investment guidance.
Gregory Silvers’s Track Record & Key Open Questions to Research
ManagementTrack provides track record analysis, career playbooks, strengths, and weaknesses for every CEO. It allows investors to dig deeper to uncover hard to find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question #1
When pursuing the aggressive growth strategy, is Silvers more driven by the financial discipline to get the *right* deal done, or by the pressure to get *a* deal done to meet guidance and support the strategic narrative?
Question #2
Given his success navigating tenant crises, does Silvers now demonstrate the strategic foresight to proactively de-risk the portfolio from its theater concentration, or does his operational strength in a crisis create a blind spot for preventing the next one?
Why Do Investors Use ManagementTrack?
What is ManagementTrack’s analysis of EPR’s Gregory Silvers?
ManagementTrack’s analysis of Gregory Silvers involves a proprietary career assessment and interviews with former colleagues. This process identifies his historical performance, core competencies, and areas for development, which are then compared against EPR’s most critical challenges: executing complex financing deals amid rate volatility, effectively recycling capital to fund new growth, managing tenant risk as consumer spending shifts, and deploying capital to meet aggressive investment guidance.
Beyond individual analysis, what other methods does ManagementTrack use to predict performance based on the c-suite?
ManagementTrack utilizes proprietary models that identify unusual instances of executive evasion during earnings call Q&A sessions. The platform also scrutinizes all insider transactions to pinpoint outlier trades that signal potential future stock movements. When combined with the ManagementTrack Rating—a predictive 1-to-10 score for each executive—these tools provide investors with a distinct, data-driven perspective on how management’s capabilities are likely to influence future results.
How extensive is ManagementTrack’s coverage?
ManagementTrack provides real-time coverage of the executive suite at every publicly traded company.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Author: Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
- Verified Career History by ManagementTrack for Gregory Silvers
- Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
- EPR Properties 10Q
- EPR Properties 10K
- EPR Properties Earnings Calls
- EPR Properties Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
