In the latest trading session, VICI Properties Inc. (VICI) closed at $33.62, marking a +0.42% move from the previous day. This move outpaced the S&P 500's daily loss of 0.16%. Elsewhere, the Dow saw an upswing of 0.09%, while the tech-heavy Nasdaq depreciated by 0.3%. Shares of the company witnessed a gain of 6.62% over the previous month, beating the performance of the Finance sector with its gain of 6.28% and the S&P 500's gain of 3.64%. The upcoming earnings release of VICI Properties Inc. will be of gre ...

A group of friends playing roulette at a casino. SolStock I've emphasized it in prior articles, and I'll emphasize it once more: It's hard not to win in investing with the right approach. For me, I have experienced a great deal of success by buying quality dividend growth stocks on sale. As a recap, here's what I generally mean by quality: 1. A business with a track record of consistent EPS/AFFO per share growth. This can support a growing dividend payout to shareholders. 2. A company with a manageable payo ...

18 il and and and Richard Drury The REIT Investment Thesis Has Played Out As Expected, Thanks To The Upcoming Fed Pivot We previously covered VICI Properties Inc. (NYSE:VICI) in June 2024, discussing why it remained a gift after the pullback, thanks to the REIT's increasingly rich yields, robust profitability, and healthier balance sheet. With its investments still generating a promising blended rate profitability despite the elevated interest rate environment, we believed that VICI remained a compelling Bu ...

VICI Properties Inc. (VICI) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, VICI's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross." Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-day and ...

The market's waiting for the experiential REIT to do something it's already been doing for a while now. Are you looking for a new income-producing pick? They're out there, to be sure. But, given that interest rates are still near multi-year highs, yields on most dividend stocks seem strangely low. You might want to look a bit off the beaten path if that's the kind of holding you're interesting in adding to your portfolio. Income-minded investors should consider taking on a new stake in a company called Vici ...

文章核心观点 1. 游戏地产行业具有独特的价值驱动因素,相比于零售/服务类地产具有诸多优势[3] 2. 行业内两大主要参与者VICI和GLPI凭借其独特的价值驱动因素在行业内占据竞争优势[4] 关键要点总结 1. 资产的重要性和稀缺性 - VICI和GLPI拥有的资产对其租户来说是不可或缺的,这体现在两家公司100%的高出租率[6] - VICI拥有一些著名的"皇冠明珠"资产,如凯撒宫和威尼斯人,而GLPI则专注于区域性的头部资产[6] - 严格的监管环境限制了租户转移位置的能力,进一步支撑了两家公司的高出租率[6] 2. 优质的租赁条款 - 两家公司都能够谈判出行业最佳的租赁条款,包括较长的加权平均租赁期限(WALT)和较高的年租金上涨率[7][8] - 较长的WALT使得两家公司的现金流更加稳定和可预测,在利率环境变化时也能从中获益[7] - 较高的年租金上涨率是两家公司内部增长的主要驱动力[8] 3. 投资收益率优势 - 两家公司的投资收益率(cap rate)高于资金成本,体现了正向的投资价差[9] - 这使得两家公司能够通过投资实现外部增长[9] 4. 估值合理性 - 尽管最近股价有所上涨,但两家公司的估值水平仍处于合理区间,未来有进一步上涨空间[10] - 考虑到两家公司的独特优势,预计其估值可达到14-15倍的水平[10] 5. 良好的分红表现 - 两家公司都提供了吸引人的股息收益率,并且保持了良好的股息增长[11][12] - 两家公司的AFFO支付率也处于合理水平[13] [3][4][6][7][8][9][10][11][12][13]

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Vici Properties has a high probability of paying off with lots of passive income. High-yield dividend stocks are often higher-risk bets. They tend to have higher dividend payout ratios, putting them at higher risk of reducing their dividends if they run into financial trouble. However, a dividend reduction doesn't seem to be in the cards for Vici Properties (VICI 0.51%). The real estate investment trust (REIT) focused on casinos and other experiential property types has a very strong financial foundation ba ...

VICI Properties Inc (NYSE:VICI) Q2 2024 Results Conference Call August 1, 2024 10:00 AM ET Company Participants Samantha Gallagher - Executive VP, General Counsel & Secretary Ed Pitoniak - CEO & Director John Payne - President & COO David Kieske - Executive VP, CFO & Treasurer Gabe Wasserman - Senior VP, Chief Accounting Officer & MD of V.E.C.S. Conference Call Participants Caitlin Burrows - Goldman Sachs Barry Jonas - Truist Securities Wes Golladay - Baird John DeCree - CBR Nick Joseph - Citi Ravi Vaidya - ...

For the quarter ended June 2024, VICI Properties Inc. (VICI) reported revenue of $957 million, up 6.6% over the same period last year. EPS came in at $0.57, compared to $0.69 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $956.61 million, representing a surprise of +0.04%. The company delivered an EPS surprise of +1.79%, with the consensus EPS estimate being $0.56. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...