For a fresh income-focused portfolio, I recommend Realty Income Corporation, VICI Properties Inc., and Verizon Communications Inc. for their attractive yields and solid fundamentals. O offers a reliable monthly dividend, strong balance sheet, and attractive valuation, making it a top REIT pick despite modest growth expectations. VICI stands out with a 6%+ yield, resilient rent collection, ongoing diversification, and a conservative payout ratio supporting future dividend growth.
VICI's high-quality portfolio, inflation-protected leases and steady dividends highlight its appeal as a resilient long-term investment opportunity.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
VICI Properties and EPR Properties offer high yields and attractive upside potential over the next 12-24 months. VICI trades at a discounted forward P/AFFO, boasts robust liquidity, and recent acquisitions add accretive growth to its portfolio. EPR, despite theater exposure, shows strong AFFO growth, a conservative payout ratio, and a compelling valuation after recent price pullbacks.
VICI's recent correction has been a boon for dividend hunters, attributed to the richer dividend yields at ~6% and the relatively affordable stock price point of ~$30. The REIT's dividend investment thesis is aided by the growing AFFO per share, the reasonable AFFO payout ratio, and the healthier balance sheet. VICI has already hinted at Vegas "operators are expecting trends to improve through quarter 4 and into 2026," with the ongoing traffic headwinds unlikely to persist.
VICI Properties offers a stronger Buy opportunity after a 10% price drop, with fundamentals and tenant health remaining robust. VICI's triple net lease structure and high-quality tenants minimize rent collection risk, even amid consumer spending concerns and Las Vegas weakness. VICI's debt is well-managed, with fixed rates, ample liquidity, and strong AFFO growth supporting dividend increases and inflation protection.
VICI Properties remains a strong buy after delivering solid quarterly results and announcing a strategic, accretive sale-leaseback deal with GDEN. The $1.16B GDEN transaction enhances VICI's diversification, offers a 7.5% cap rate, and features a long-term, highly favorable triple net lease structure. VICI posted 5.3% AFFO per share growth in Q3 2025 and raised guidance, demonstrating resilience even in a high-interest rate environment.
VICI Properties is upgraded to a buy, offering a nearly 6% dividend yield and strong fundamentals despite recent price pullbacks. Q3 earnings showed stable revenue and AFFO growth, with management raising full-year AFFO guidance for the third time amid a challenging macro backdrop. VICI improved its balance sheet, lowered leverage, and announced its 8th consecutive dividend increase, signaling ongoing financial strength.
VICI Properties Inc. ( VICI ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Samantha Gallagher - Executive VP, General Counsel & Secretary Edward Pitoniak - CEO & Director John W. Payne - President & COO David Kieske - Executive VP, CFO & Treasurer Gabriel Wasserman - Senior VP, Chief Accounting Officer & MD of V.E.C.S.
VICI posts higher Q3 AFFO and revenues and boosts its 2025 outlook amid solid income growth across business lines.
The headline numbers for VICI Properties (VICI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
VICI Properties Inc. (VICI) came out with quarterly funds from operations (FFO) of $0.6 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to FFO of $0.57 per share a year ago.