Vici Properties Inc. (VICI)
VICI Delivers 8th Annual Dividend Increase Since IPO With Sector-Leading Yield
VICI Properties (NYSE: VICI) just delivered its latest quarterly dividend payment to shareholders, and the scorecard behind that check tells a story worth understanding.
VICI Properties: Strong Buy With Rich Yields And Promising Upside Story
Macro pessimism, Las Vegas overhang, and tenant concentration have contributed to VICI's steep selloff, albeit triggering my upgraded Strong Buy rating. The tenants' profitable metrics, 100% rent collection, triple net lease, and inflation-protected escalators support the REIT's resilient operations. VICI's diversification into experiential assets further enhances its long-term prospects while offering a speculative upside potential, assuming valuation re-rating nearer to its diversified REIT peers.
VICI Grows Canadian Footprint With $144M Sale-Leaseback Deal
VICI expands into Canada with a $144M sale-leaseback deal, tied to Pure Casino Entertainment Limited Partnership's Gamehost acquisition.
VICI Properties Inc. (VICI) Declines More Than Market: Some Information for Investors
In the closing of the recent trading day, VICI Properties Inc. (VICI) stood at $26.61, denoting a -2.03% move from the preceding trading day.
VICI Properties Expands Relationship With Cain & Eldridge Industries
VICI deepens ties with Cain and Eldridge Industries via a $1.5B mezzanine loan for One Beverly Hills.
VICI Properties Inc. (VICI) Registers a Bigger Fall Than the Market: Important Facts to Note
VICI Properties Inc. (VICI) closed at $26.83 in the latest trading session, marking a -4.11% move from the prior day.
VICI Properties: Revisiting The Thesis After The Recent Pullback
VICI Properties remains compelling after a significant price decline, offering attractive valuation and resilient fundamentals, especially with CPI-linked rent escalators. AFFO per share grew 5.1% in 2025 to $2.38, with 2026 guidance softer at $2.42–$2.45, reflecting 1.7%–2.9% growth amid a normalization in Las Vegas trends. VICI's balance sheet is robust, with net debt/EBITDA at 5x and a weighted average interest rate of 4.46%, mitigating refinancing risks despite rising rates.
VICI Properties' Q4 Result: The Good And The Bad
VICI Properties sold off on fears about Las Vegas and tenant risks. Recent results suggest those concerns may be overblown. Slower growth for now, but the long-term upside story remains intact.
Why VICI Properties Inc. (VICI) Dipped More Than Broader Market Today
VICI Properties Inc. (VICI) closed the most recent trading day at $28.42, moving 3.04% from the previous trading session.
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
