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VICI Properties: Irreplaceable REIT In My Portfolio
Seeking Alpha· 2025-05-09 03:09
The REIT sector is a deep pocket of various niches or industries where investors can find appropriate targets to meet their needs. From industrial-oriented players, through boring and intuitive retail/service-oriented REITs, self-storage, housing properties, office properties, etc. Just like none of these sectors can be 100% compared toWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve b ...
Layoffs Hit Las Vegas As US Tourism Collapses, Is VICI Properties At Risk?
Seeking Alpha· 2025-05-07 22:48
Inbound tourism into the US is collapsing. Visitors from Western Europe to the US were down on average by 17% in March , the first decline since 2021. Visitors from Canada are down by a largerThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms.Ana ...
VICI Properties Proves Why Gaming Remains Its Differentiating Factor - Maintain Buy
Seeking Alpha· 2025-05-07 21:00
The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed abo ...
VICI Properties Inc. (VICI) Just Overtook the 20-Day Moving Average
ZACKS· 2025-05-06 22:35
VICI Properties Inc. (VICI) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, VICI broke through the 20-day moving average, which suggests a short-term bullish trend.The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving average ...
This 5.5%-Yielding Dividend Stock's Smart Strategy Continues to Drive Growth
The Motley Fool· 2025-05-02 19:04
Vici Properties (VICI -1.64%) has grown faster than its peers over the years. The real estate investment trust (REIT) has raised its dividend payment at a 7% compound annual rate since its formation more than seven years ago. That's well above the 2% average annual growth rate of other REITs focused on investing in triple net (NNN) real estate. Its focus on establishing strategic partnerships is a key factor driving its ability to deliver above-average growth. That smart strategy continues to provide the RE ...
VICI Properties' Q1 AFFO Meets Estimates, Revenues Rise Y/Y
ZACKS· 2025-05-02 02:50
文章核心观点 - VICI Properties一季度调整后运营资金(AFFO)每股58美分符合预期且同比增3.6%,虽营收同比上升但利息费用增加,公司上调2025年AFFO每股预期;同时介绍了其他房地产投资信托基金(REITs)的业绩情况 [1][7] VICI Properties业绩情况 - 一季度AFFO每股58美分,符合Zacks共识预期,同比增3.6% [1] - 总营收9.842亿美元,未达Zacks共识预期的9.856亿美元,同比增3.4% [2] - 销售型租赁收入5.286亿美元,同比增3.1%;租赁融资应收款、贷款和证券收入4.265亿美元,同比增4.2%;其他收入1950万美元,同比增1%;高尔夫收入960万美元,同比降4.8% [3] - 季度利息费用2.093亿美元,同比增2.1% [3] VICI Properties财务状况 - 一季度末现金及现金等价物3.343亿美元,低于2024年12月31日的5.246亿美元 [5] - 2025年3月31日流动性总计32亿美元,包括现金及现金等价物、6.246亿美元远期销售协议预计净收益和约23亿美元循环信贷额度可用资金 [5] - 2025年3月31日总债务约172亿美元,高于上一季度的171亿美元 [6] VICI Properties业务动态 - 2025年2月宣布与Cain International和Eldridge Industries建立战略关系,通过3亿美元夹层贷款投资One Beverly Hills开发项目 [4] VICI Properties业绩展望 - 预计2025年AFFO每股在2.33 - 2.36美元之间,高于此前指引的2.32 - 2.35美元 [7] 其他REITs业绩情况 - Digital Realty Trust 2025年一季度核心运营资金(FFO)每股1.77美元,超Zacks共识预期,同比增6%,因租赁势头稳定和租金率提高,但运营费用增加影响业绩,上调2025年核心FFO指引范围 [8][9] - Alexandria Real Estate Equities 2025年一季度调整后运营资金(AFFO)每股2.30美元,超Zacks共识预期,但低于上年同期,因租赁活动和租金率增长,但入住率降低和利息费用增加影响业绩,已修订2025年展望 [9][10]
VICI(VICI) - 2025 Q1 - Earnings Call Transcript
2025-05-01 22:00
VICI Properties (VICI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Samantha Gallagher - EVP - General Counsel & SecretaryEdward Pitoniak - Chief Executive OfficerJohn Payne - President & COODavid Kieske - EVP & CFOSteve Sakwa - Senior Managing DirectorBarry Jonas - Managing DirectorAnthony Paolone - Executive DirectorCaitlin Burrows - Vice PresidentRichard Hightower - Managing DirectorDavid Katz - Managing DirectorHaendel St. Juste - Managing DirectorGabriel Wasserman - Senior VP, Ch ...
VICI(VICI) - 2025 Q1 - Earnings Call Transcript
2025-05-01 22:00
VICI Properties (VICI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Good day, ladies and gentlemen. Thank you for standing by. Welcome to the VICI Properties First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. And please note that this conference call is being recorded today, 05/01/2025. I will now turn the call over to Samantha Gallagher, General Counsel with BG Properties. Speaker1 Thank you, operator, and good morning. Everyone sho ...
VICI Properties (VICI) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2025-05-01 07:01
For the quarter ended March 2025, VICI Properties Inc. (VICI) reported revenue of $984.2 million, up 3.4% over the same period last year. EPS came in at $0.58, compared to $0.57 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $985.56 million, representing a surprise of -0.14%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.58.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...
VICI Properties Inc. (VICI) Q1 FFO Meet Estimates
ZACKS· 2025-05-01 06:30
VICI Properties Inc. (VICI) came out with quarterly funds from operations (FFO) of $0.58 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.56 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this company would post FFO of $0.57 per share when it actually produced FFO of $0.57, delivering no surprise.Over the last four quarters, the company has surpassed consensus FFO estimates two times.VICI Properties, which belongs ...