UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________ FORM 10-Q _____________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission file number: 001-38372 (VICI Properties Inc.) Commission file number: 333- ...

Exhibit 99.1 VICI PROPERTIES INC. ANNOUNCES FIRST QUARTER 2025 RESULTS - Entered Agreement to Provide up to $510.0 Million for Development of Tribal Casino to be Managed by Red Rock Resorts - - Completed $1.3 Billion Investment Grade Senior Notes Of ering - - Raises Guidance for Full Year 2025 - NEW YORK, NY – April 30, 2025 – VICI Properties Inc. (NYSE: VICI) ("VICI Properties", "VICI" or the "Company"), an experiential real estate investment trust, today reported results for the quarter ended March 31, 20 ...

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock. While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, ...

VICI Properties Inc. (VICI) is slated to report first-quarter 2025 earnings results on April 30, after the closing bell. Its quarterly results are expected to exhibit growth in revenues and adjusted funds from operations (AFFO) per share.In the last reported quarter, this New York-based experiential REIT, which owns the portfolios of market-leading gaming, hospitality and entertainment destinations, reported an AFFO per share of 57 cents, in line with the Zacks Consensus Estimate.Over the preceding four qua ...

文章核心观点 - 投资股息股票是获取被动收入的好方法，VICI Properties是优质的收益投资选择，分析持有该公司股票获得每年5000美元股息收入所需情况 [1] 公司情况 - 拥有包括拉斯维加斯大道上三家标志性赌场在内的体验式房地产，通过长期三重净租赁将物业出租给运营公司，获得稳定且增长的租金收入用于支付股息 [2] 股息情况 - 目前季度股息为每股0.4325美元，年化1.73美元，需持有2890股每年可获5000美元股息收入，按近期股价32.50美元计算，需投资超94000美元 [3] - 自成立以来连续七年提高派息，复合年增长率为7%，股息收入有望逐年增加 [6] 投资对比 - 投资VICI Properties获取每年5000美元股息收入所需资金与购买出租物业相当，但能立即获得被动股息收入 [4] - 相比投资标普500指数基金获取相同年度股息收入，投资VICI Properties所需资金少得多，标普500股息收益率为1.4%，VICI Properties为5.3%，投资标普500指数基金需超350000美元 [5]

As a 31-year-old, the bulk of my income is derived from good old labor. Therefore, I can take on a lot more risk when talking about investing. Around half of my portfolio consists of deep-value or pretty distressed REITsI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong focus on income investing. My investment journey began during COVID-19, and since then, I've specialized in identifying high-yield Real Estate Investment Trusts (REITS) that provide stable passive income and/or a poss ...

Some tickers are covered more than others on the site, so with The Undercovered Dozen our Editors highlight twelve actionable investment ideas on tickers with less coverage. These ideas can range from "boring" large caps to promising up-and-coming small caps. Specifically, the inclusion criteria for "undercovered" include: market cap greater than $100 million, more than 800 symbol page views in the last 90 days on Seeking Alpha, and fewer than two articles published in the past 30 days. Follow this account ...

文章核心观点 分析师看好VICI Properties公司，该公司在房产组合、租赁协议、财务状况和股息分配等方面表现良好，同时还推荐了Cousins Properties和Welltower两只REIT行业股票 [1][9] VICI Properties公司情况 公司概况 - 公司房产分布于美国26个州和加拿大一个省，涵盖城市、旅游和驾车可达市场，且房产类型多元化 [1] - 公司是Zacks排名第二（买入）的公司，过去两个月Zacks对其2025年每股FFO的共识预期上调两美分至2.33美元 [1] - 过去三个月公司股价上涨6.8%，跑赢行业0.8%的涨幅 [1] 投资亮点 - 强大的房产组合支撑可靠收入，公司是三重净租赁REIT，拥有高质量房产组合，100%的入住率反映房产对租户至关重要，能提供稳定收入并占据有利市场地位 [2] - 有利的长期租赁协议，截至2024年12月31日，公司房产100%出租，加权平均租赁期限约40.7年，预计2025年42%的租赁协议有与CPI挂钩的租金增长，2035年将升至90%，可保障现金流随通胀增长 [3] - 投资组合多元化，公司除博彩外还投资非博彩体验式资产，降低博彩特定波动风险，使其在体验式房地产市场处于领先地位 [4] - 资产负债表强劲，截至2024年12月31日，公司流动性达32.5亿美元，2024年第四季度年化净杠杆率为5.3，长期净杠杆目标在5.0 - 5.5之间 [5] - 拥有投资级信用评级，截至2024年第四季度末，公司获穆迪、标普全球评级和惠誉评级的投资级信用评级，利于进入债务市场 [6] - 股息分配可观，自2018年以来股息年增长率为7%，过去五年五次提高股息，五年年化股息增长率为8.05%，预计长期可持续 [6][8] 其他可考虑股票 - Cousins Properties（CUZ）目前Zacks排名第二，2025年每股FFO共识预期为2.79美元，同比增长3.7% [9] - Welltower（WELL）目前Zacks排名第二，全年每股FFO共识预期为4.95美元，较上年同期增长14.6% [10]

文章核心观点 - Vici Properties第一季度表现出色股价上涨11.7%，分析其上涨原因及今年后续情况 [1] 第一季度表现 - 公司2月中旬公布2024年第四季度和全年业绩，调整后每股运营资金呈中个位数增长，四季度增长3.6%，全年增长5.1%，得益于租赁中通胀指数化租金上涨和新投资 [2] 持续投资与筹集资金 - 去年公司承诺在多笔交易中投入超10亿美元资金，为拉斯维加斯威尼斯度假村扩建、Homefield玛格丽塔维尔度假村建设提供资金，并对大狼度假村进行债务投资 [3] - 今年一季度公司与Cain International和Eldridge Industries建立新战略关系，首笔投资是3亿美元夹层贷款，支持One Beverly Hills开发 [4] - 一季度公司宣布25亿美元新信贷安排，到期日延至2029年，还定价发行13亿美元高级无担保票据，用于偿还今年到期债务 [5] 利率影响 - 一季度末美国10年期国债收益率从近5%峰值降至约4.25%，公司新债务利率虽高但较近年仍低，利率下降使公司借款成本降低、房地产价值提升，推动股价上涨 [6][7] 未来展望 - 二季度初因关税对经济影响担忧，10年期国债收益率降至4%以下，若利率持续下降，将提升房地产价值、降低借款成本，对公司等房地产投资信托构成利好 [8]

文章核心观点 - PropNotes专注为个人投资者寻找高收益投资机会，凭借专业自营交易背景，将复杂概念简单化，提供清晰可行建议助投资者获更好回报，其分析基于专业研究，助投资者在市场做明智决策 [1] 分组1 - 分析师在VICI股票上有实益多头头寸，文章为其个人观点，未获除Seeking Alpha外的报酬，与文章提及股票的公司无业务关系 [2]