Key Points REITs' structure makes them enticing for dividend investors. Venerable Realty Income leases primarily to retailers. Vici Properties, started less than a decade ago, has gaming and entertainment properties. 10 stocks we like better than Realty Income › Many investors seek dividend-paying stocks as a way to generate regular income. Choosing among real estate investment trusts (REITs) provides a good way to accomplish this goal. That's because REITs, which own various types of properties ...

Key Takeaways VICI holds 54 gaming and 39 experiential properties with average lease terms of 40.1 years.Leases tied to CPI escalation secure predictable cash flow and support long-term stability.Dividend growth since 2018 averages 6.6% annually, outpacing several triple-net REIT peers.VICI Properties (VICI) boasts a high-quality portfolio of market-leading gaming, hospitality and entertainment destinations. Its mission-critical assets and long-term triple-net lease agreements with its tenants assure stable ...

Key Takeaways Realty Income reported 98.6% occupancy and lifted 2025 AFFO guidance to $4.24-$4.28.VICI's portfolio includes 93 properties with 100% occupancy and long-term triple-net leases.Estimates for O's FFO trend lower, while VICI's 2025 FFO growth outlook has been revised upward.Dividend income remains a cornerstone for income-focused investors, and within the REIT space, Realty Income (O) and VICI Properties (VICI) are two leading names. Both have built reputations as reliable payers, supported by ex ...

Key Points Vici Properties is the largest owner of casino real estate in the U.S., including a substantial portfolio on the Las Vegas Strip. Buoyed by strong adjusted funds from operations (AFFO) guidance and the possibility of more accommodative monetary policy, the REIT is trouncing broader real estate benchmarks this year. A steadily rising dividend and efforts to diversify beyond gaming properties could make Vici a long-term winner in the real estate sector. 10 stocks we like better than Vici Pr ...

核心观点 - 文章推荐五只股息率超过5%的高质量股息股票 包括Clearway Energy Enterprise Products Partners Verizon Vici Properties和W P Carey 这些公司均通过长期合同产生稳定现金流 支持股息支付和增长 [15] Enterprise Products Partners (EPD) - 当前股息率为6.9% 通过管道处理厂和出口设施主要从长期合同和政府监管费率结构获得基于费用的收入 [2] - 拥有60亿美元有机扩张项目 预计今年年底投入商业运营 另有项目在建 预计2026年启动 这些项目将提供稳定的附带现金流 [1] - 拥有行业最强资产负债表之一 为持续增长提供充足财务能力 已连续27年增加高收益分配 [1] Clearway Energy (CWEN) - 当前股息率为6.3% 通过长期电力购买协议向公用事业和大企业买家出售天然气和可再生能源资产生产的电力 [4] - 目标将稳定现金流的70%-80%作为股息支付 其余用于投资新的清洁能源资产 已安排投资至2027年 提供显著盈利增长可见性 [3] - 每股可用于股息的现金预计从今年2.08美元增至2027年2.50-2.70美元 支持5%-8%年度目标的股息增长 正在开发2027年后的增长机会 [3] Vici Properties (VICI) - 当前股息率为5.4% 投资于领先的博彩酒店健康娱乐和休闲目的地 通过平均剩余期限40年的长期净租赁出租给高质量运营公司 [6] - 租金递增与通胀匹配 2025年达42% 2035年升至90% 提供稳定且稳步上升的租金收入 [6] - 还投资于体验式房地产支持的贷款 提供增量收入和未来投资机会 通常附带在售后回租交易中收购额外物业的选项 [7] - 投资组合增长支持股息稳步增加 已连续8年增加股息 复合年增长率为6.6% 为同行领先水平 [8] Verizon (VZ) - 当前股息率为6.4% 产生大量经常性收入 用于维护网络支付股息和增强财务灵活性 [9] - 今年资本支出后自由现金流预计195亿至205亿美元 足以覆盖每年不到120亿美元的股息承诺 [9] - 强大财务能力支持战略性网络扩张投资 包括以200亿美元收购Frontier Communications以增强光纤网络 未来应增加自由现金流 [10] - 已连续19年增加股息 为美国电信行业最长记录 [11] W P Carey (WPC) - 当前股息率为5.4% 拥有运营关键房地产的多元化投资组合 包括工业零售仓库等物业 通过长期净租赁与内置租金递增获得稳定且稳步上升的现金流 [12] - 今年前八个月已投资13亿美元新增物业 有望实现14亿至18亿美元的投资量目标范围 [13] - 投资组合增长支持股息增加 今年每季度均增加股息 过去12个月股息增长3.4% 未来租金增加和收购应支持继续增加股息 [14] 行业背景 - 标普500指数当前股息率仅为1.2% 处于历史低位 使投资者难以找到有吸引力的收入机会 [5]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

项目背景 - 推出The Undercovered Dozen项目 旨在挖掘覆盖度较低但具操作性的投资标的 涵盖从成熟大盘股到新兴小盘股的机会 [1] - 选股标准包括市值超过1亿美元 过去90天在Seeking Alpha平台符号页面浏览量超过800次 且过去30天内相关文章少于两篇 [1] 内容特征 - 每周提供12个低覆盖度标的投资观点 由专业分析师团队产出 [1] - 项目聚焦于市场关注度与研报数量不匹配的潜在投资机会 [1] 数据指标 - 市值门槛设定为1亿美元（100 million）[1] - 流量要求为90天内页面浏览量超800次 [1] - 内容覆盖度限制为30天内文章少于两篇 [1]

股息增长与股东回报 - 季度现金股息从每股43.25美分提升至45美分 增幅4% [1] - 年化股息达到每股1.80美元 较此前1.73美元增长4% [2] - 基于33.50美元股价 股息收益率达5.37% [2] 股息增长历史与行业地位 - 过去五年累计六次上调股息 同期股息增长6.8% [2] - 自2018年以来年均股息增长率达6.6% 超越同业公司 [3] - Agree Realty和Essential Properties的七年股息复合增长率分别为5.3%和5.2% [3] 资产组合与运营优势 - 持有54处游戏资产和39处体验式资产 遍布美加地区 [6] - 保持100%出租率 平均租约期限40.1年 [6] - 旗舰资产包括凯撒宫拉斯维加斯、米高梅大酒店和威尼斯人度假村 [5] 租金结构与收入稳定性 - 40%租金收入与CPI指数挂钩 预计2035年提升至90% [7] - 74%租金来自标普500指数成分企业 [7] - 三重净租赁协议确保租户承担大部分运营成本 [6] 财务指标与增长能力 - 目标将75%的调整后运营资金（AFFO）用于股息分配 [4] - 自2017年以来调整后EBITDA增长377% [8] - 截至2025年6月30日持有30亿美元流动性 [8] - 净杠杆率5.2倍 处于5.0-5.5倍目标区间 [8] 行业特性与抗风险能力 - 体验型房地产投资信托定位契合美国消费者需求韧性 [5] - 资产具有不可替代性 租户搬迁面临重大监管与财务障碍 [6] - 通胀联动租金机制保障实际购买力与收入扩张 [7]

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of VICI, O, NNN ...

Las Vegas, one of the hottest tourist destinations in the world, has seen its visitor count drop for the sixth straight month, down 12% Y/Y in July.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exp ...