Vici Properties Inc. (VICI)
VICI Properties: A Complete Bargain With An 8% Yield
VICI Properties is rated Buy with a $30 price target, offering 26% upside plus an 8% dividend yield. VICI's fundamentals remain strong: 100% occupancy, 100% triple-net leases, and a 39.4-year weighted average lease term. AFFO/share continues to grow (~5% annually), and the stock trades at a steep discount (9.6x 2026 AFFO vs. sector median 15x).
VICI Properties: Dirt Cheap With An Implicit 12% To 14% Total Return
VICI Properties Inc. trades at a compelling valuation, with a wide margin of safety and a 7.6% dividend yield amid industry headwinds. Even under conservative assumptions—0% terminal growth and a 12% discount rate—VICI offers an implied 12% annual total return at current prices. VICI's portfolio is diversified across gaming and experiential assets, but concentration risk remains with Caesars (38% rent) and MGM (32%).
VICI Properties Inc. (VICI) Stock Falls Amid Market Uptick: What Investors Need to Know
In the closing of the recent trading day, VICI Properties Inc. (VICI) stood at $24.11, denoting a -1.71% move from the preceding trading day.
Why VICI Properties' 7.19% Yield Beats Realty Income's Dividend Streak, At Least For Now
Two REITs with radically different portfolios, one anchored in grocery stores and the other in casino resorts, just reported earnings that force a real choice between a legendary dividend streak and a yield that pays more from day one.
VICI Properties: I'm Doubling Down As The Market Overpanicked About Tenant Privatization
VICI's 25% sell-off is one of the best opportunities in the REIT space. I'm doubling down. Tenant risks with CZR and MGM are overblown, because they are well-mitigated. CZR and MGM going private can be a great opportunity, not just a risk. So Mr Market overpaniced with VICI's sell-off.
VICI Properties Inc. (VICI) Declines More Than Market: Some Information for Investors
In the latest trading session, VICI Properties Inc. (VICI) closed at $24.73, marking a -1.9% move from the previous day.
VICI Properties Has Crashed: Buy, Hold, Or Sell?
VICI's valuation has fallen even as its cash flow has grown. Caesars regional lease is a real risk but likely manageable. Tenant privatizations may actually validate VICI's asset quality.
Don't Double Down On VICI Properties: The Dealer Has Blackjack
VICI Properties receives a Sell (D+) rating due to an unfavorable cost of capital versus acquisition yields and limited per-share growth prospects. VICI's weighted average cost of capital is now 8%, while recent acquisitions yield only 7.5%, resulting in value destruction on new deals. Organic rent escalators average just 2.2–2.5% annually, insufficient to offset rising interest costs from refinancing $17B+ in debt.
Why Is VICI Properties (VICI) Down 2.1% Since Last Earnings Report?
VICI Properties (VICI) reported earnings 30 days ago. What's next for the stock?
VICI Properties: Rising Dividend At A Deep Discount
VICI Properties offers a 6.8% dividend yield with a consistent annual growth rate, supported by resilient experiential assets and long-term triple net leases. VICI is undervalued, trading at a significant discount to fair value, with multiple valuation models indicating 15.8%–22.95% expected compound annual total returns over five years. Growth prospects are strong, driven by new tenant partnerships, geographic expansion, and acquisitions, supporting a projected 5% CAGR in FFO and dividends.
My Top 5 Dividend Picks For August
I present my August top 5 dividend picks: PRGO, MZTI, NEE, TROW, and VICI, all rated Buy or Strong Buy for rising income and appreciation. Each pick trades at a significant discount to fair value (average 21.5%), offering an expected 5-year compound annual total return of ~12.5% and a 5.22% yield. PRGO, MZTI, and VICI stand out for deep undervaluation and robust dividend growth, with VICI offering a projected 15.8% CAGR and strong inflation-linked lease structures.
VICI Properties: One Step Further Into Value Investing
VICI Properties stands out as the value investor's choice among Triple Net REITs, offering deep discounts on P/FFO, NAV, and superior dividend yield. Despite VICI's compelling metrics, its YTD total return lags peers, reflecting ongoing sector headwinds and unpopularity tied to Vegas tenant struggles and travel downturns. Short-term volatility in VICI's share price presents informed trading opportunities, as repeated sharp dips have been followed by partial recoveries within the year.
