投资服务介绍 - iREIT+HOYA Capital是Seeking Alpha上以收入为重点的顶级投资服务 专注于提供可持续投资组合收入、多元化和通胀对冲机会的收入型资产类别 [1] - 提供免费两周试用期 并可查看其独家收入型投资组合中的顶级投资建议 [1] 市场表现与投资策略 - 市场近期表现强劲 许多股票已回升至或超过4月初的水平 [2] - 长期来看对股票持乐观态度 但市场方向仍存在不确定性 [2] - 投资策略偏向防御性股票 投资期限为中至长期 [2] 分析师持仓情况 - 分析师持有EPD和VICI的多头头寸 通过股票所有权、期权或其他衍生工具 [3]

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 rental revenues. A healthy balance sheet position is likely to support its growth endeavors.Last month, VICI Properties reported first-quarter 2025 adjusted funds from operations (AFFO) per share of 58 cents, in line with the Zacks Consensus Estimate. The figure increased 3.6% from the ...

Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income ...

业绩总结 - 截至2025年3月31日，净收入每股为0.51美元，较2024年12月31日的0.58美元下降约12.07%[17] - 2025年第一季度的总收入为984,204千美元，较2024年第一季度的951,481千美元增长3.45%[22] - 2025年第一季度的净收入为552,265千美元，较2024年第一季度的599,803千美元下降7.94%[22] - 2025年第一季度的每股基本净收入为0.51美元，较2024年第一季度的0.57美元下降10.53%[22] - 2025年第一季度的调整后的EBITDA为802,136千美元，较2024年第一季度的765,250千美元增长约4.8%[24] - 2025年第一季度的经营费用总额为228,723千美元，较2024年第一季度的150,371千美元增长52.0%[22] 用户数据 - 公司的物业组合包括约60,300间酒店客房和超过500个餐厅、酒吧、夜总会及体育博彩场所[12] - 公司的资产组合包括93个体验资产，覆盖26个州和1个加拿大省[16] - 租赁物业的平均租期为40.4年，租金来自79%的上市公司租户[16] 财务状况 - 公司的总债务为17,195,916千美元，现金及现金等价物为334,317千美元[17] - 2025年3月31日的总资产为45,526,064千美元，较2024年12月31日的45,368,940千美元增长0.35%[20] - 2025年3月31日的净债务为16,847,001千美元，较2024年12月31日的16,732,889千美元增加0.68%[20] - 公司的流动性总额为3,212.96百万美元，包括现金及现金等价物334.3百万美元[34] - 公司的年化Q1 2025调整后EBITDA为3,208.54百万美元[35] - 公司的信用评级为Moody's Baa3，S&P BBB-，Fitch BBB-，均为稳定展望[35] 未来展望 - 2025年预计调整后运营资金（AFFO）在2,470百万至2,500百万美元之间，折合每股2.33至2.36美元[31] - 截至2025年5月，公司的年化合同租金总额为3,147.6百万美元[28] 新产品与技术研发 - VICI与Lucky Strike达成协议，拥有优先购买权以收购任何当前或未来Lucky Strike资产的房地产，适用于前8年的租赁期[64] - VICI与Cabot Citrus Farms签署购买和销售协议，将Cabot Citrus Farms贷款的一部分转为某些房地产资产的所有权，并与Cabot签订初始期限为25年的三重净租赁协议，包含五个5年的续租选项[65] - VICI与Canyon Ranch签署优先融资协议，成为Canyon Ranch未来绿色健康度假村的房地产资本融资合作伙伴[67] 负面信息 - 2025年第一季度的利息支出为209,251千美元，较2024年第一季度的204,882千美元增加1.83%[22] - 2025年第一季度，归属于普通股股东的净收入为543,607千美元，较2024年第一季度的590,016千美元下降约7.8%[24] 其他新策略 - VICI最近完成的North Fork延迟提款定期贷款额度为高达5.1亿美元[45] - VICI在2025年第一季度的ATM活动中售出7835973股，筹集总额为2.542亿美元[47] - VICI与Homefield达成ROFR协议，拥有优先购买权以收购未来Homefield物业的房地产，适用于资产变现的情况[68]

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 ...

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 ...

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) 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 ...

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 ...

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]