VICI Properties: A Buy In The Falling T-Bond Market
VICI Properties is a triple-net REIT with a premier experiential real estate portfolio, heavily concentrated in Las Vegas and anchored by long-term, inflation-protected leases. I see a 15%-30% upside for VICI, supported by both intrinsic (FCFF, NAV) and relative valuation methods, with fair value estimates ranging from $34.9 to $36.8 per share. Key risks include high tenant and geographic concentration, potential lease renegotiations—especially with Caesars—and sensitivity to movements in the risk-free rate.
2026 Could Be The Year REITs Rip: Two 6% Yielding Picks I Like
REITs are poised for potential outperformance in 2026, driven by anticipated lower interest rates and investor rotation from growth to value. Getty Realty (GTY) and VICI Properties (VICI) offer attractive valuations, strong fundamentals, and yields near 6%, supporting double-digit total return potential. GTY trades at a forward P/AFFO of 12.77x with 99.7% occupancy, while VICI has diversified assets and achieved 5.1% AFFO growth in 2025.
VICI Properties Inc. (VICI) Q4 2025 Earnings Call Transcript
VICI Properties Inc. (VICI) Q4 2025 Earnings Call Transcript
VICI Properties' Q4 AFFO Meet Estimates, Revenues Miss, Improve Y/Y
VICI posts higher Q4 AFFO and 2025 growth but misses revenue estimates as other income and golf revenues decline.
VICI Properties Inc. (VICI) Q4 FFO Meet Estimates
VICI Properties Inc. (VICI) came out with quarterly funds from operations (FFO) of $0.6 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.57 per share a year ago.
VICI Properties (VICI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for VICI Properties (VICI) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Should VICI Stock Be in Your Portfolio Pre-Q4 Earnings?
VICI gears up for Q4 earnings results, with revenues seen rising 4.08% and AFFO per share up 5.26%, backed by CPI-linked leases and portfolio growth.
VICI Properties: Conquer Growing Dividends
VICI Properties: Conquer Growing Dividends
VICI Properties Inc. (VICI) Rises Higher Than Market: Key Facts
VICI Properties Inc. (VICI) concluded the recent trading session at $29.86, signifying a +1.91% move from its prior day's close.
VICI Properties: Becoming More Attractive As The Yield Keeps Rising
VICI Properties offers unmatched stability and predictability, ideal for income-focused investors seeking 8%-10% annual returns with capital preservation. VICI's unique, irreplicable Vegas-centric portfolio ensures 100% occupancy, long leases, annual rent escalations, and one of the safest revenue streams in the market. Growth has slowed as management remains highly selective, with the deal pipeline thin and AFFO per share growth moderating, but the starting yield is at a multi-year high.
VICI Properties Vs. Gaming and Leisure Properties: The Vegas-Focused REIT Is The Winner
VICI Properties and Gaming and Leisure Properties are two casino REITs that look similar on the surface. But VICI focuses mostly on Las Vegas, whereas GLPI invests primarily in regional markets. Premium locations justify higher valuations. We prefer VICI Properties.
VICI Properties Inc. (VICI) Ascends While Market Falls: Some Facts to Note
In the latest trading session, VICI Properties Inc. (VICI) closed at $28.85, marking a +2.85% move from the previous day.
