It might be prudent to make a point of collecting a little more cash in the near future, and worry a little less about growth.

EPR's high-yielding dividend is on a very sustainable foundation. The REIT currently pays $0.295 per share each month in dividends ($3.54 annually), which is 3.5% higher than last year. That gives it a conservative dividend payout ratio of around 70%.

The return of a policy towards US energy independence is charging up the oil and gas production sector, which will benefit midstream companies.