Analysts have slightly lowered the fair value estimate for the company due to a modestly higher discount rate, though they also note a small uptick in expected revenue growth. The REIT is praised for its focus on resilient, non-discretionary tenants, which supports rising occupancy and stable cash flows. Its high yield and unique monthly dividend payments are highlighted as major strengths for passive income investors. Commentary from figures like Jim Cramer is optimistic, emphasizing that the company is not struggling to find paying tenants.