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Key Takeaways VICI Properties provided a $1.5B mezzanine loan for the One Beverly Hills development.The loan adds $1.05B to VICI's prior $450M investment in the luxury mixed-use project.One Beverly Hills will feature botanical gardens and open space with retail, dining, and cultural experiences.VICI Properties, Inc. (VICI) announced that it has deepened its long-term relationship with Cain and Eldridge Industries by providing a $1.5 billion mezzanine loan for One Beverly Hills. This loan is positioned behin ...

One Beverly Hills has secured $4.3bn in financing to complete its development in central Beverly Hills, California, US. The funding round, led by J.P. Morgan with significant participation from VICI Properties, consists of a $2.8bn senior loan and a $1.5bn mezzanine loan from VICI. This transaction is among the largest development financings in the sector over the past decade. The project, sprawling over a 17.5-acre site, will deliver Aman’s first urban residences, hotel and club on the US West Coast, ...

VICI Properties Inc. (NYSE:VICI) is one of the Most Undervalued Stocks to Buy According to Analysts. On March 9, Cantor Fitzgerald analyst Richard Anderson lifted its price objective on the company’s stock to $34 from $33 and kept an “Overweight” rating, as reported by The Fly. Is VICI Properties (VICI) One of the Most Undervalued Stocks to Buy According to Analysts? As per the analyst, even though the investment activity in 2025 was below the historical levels, VICI Properties Inc. (NYSE:VICI) establish ...

Core Viewpoint - The Federal Reserve's signals indicate that interest rate cuts are unlikely until summer 2026, prompting investors to consider high-quality stocks with yields of 5% or more as attractive options for income and potential growth [1][4][6]. Economic Context - Rising inflation, driven by surging energy prices, is a significant factor diminishing hopes for interest rate cuts [2]. - The Federal Reserve has maintained interest rates between 3.5% and 3.75% for two consecutive meetings, with inflation projected to remain above the 2% target, leading to a revised inflation outlook of 2.7% for 2026 [4]. Investment Strategy - Investors are encouraged to focus on quality stocks that yield 5% or more, as the expectation for rate cuts has shifted, making these stocks more appealing [5][6]. - A screening of high-yield dividend stocks has been conducted to identify those that can withstand market volatility and offer solid upside potential [7]. Stock Recommendations - **Enterprise Products Partners (NYSE: EPD)**: Offers a reliable 5.87% dividend, strong free cash flow of approximately $4.2 billion annually, and a moderate debt-to-EBITDA ratio of 3.1x to 3.4x [10][11]. - **Ford Motor Company (NYSE: F)**: Provides a 5.09% dividend and operates through five segments, with a recent Buy rating and a target price of $17 from Bank of America [13][14]. - **Prudential Financial (NYSE: PRU)**: Features a 5.81% dividend yield and a strong balance sheet, making it a safe option for conservative investors [15]. - **VICI Properties (NYSE: VICI)**: A real estate investment trust with a 6.38% dividend yield, owning a diverse portfolio of gaming and entertainment properties, with a significant portion of leases tied to inflation [22][23]. - **Verizon Communications (NYSE: VZ)**: Offers a 5.41% dividend and trades at 9.13 times its estimated 2026 earnings, with a strong interest coverage ratio of 4.6x to 5x [28][29].

Core Viewpoint - VICI Properties Inc. is experiencing a decline in stock price and is under scrutiny for its upcoming earnings report, with analysts projecting modest growth in earnings and revenue [1][2][3]. Financial Performance - Analysts expect VICI Properties Inc. to report earnings of $0.61 per share, reflecting a year-over-year growth of 5.17% [2]. - The consensus estimate for revenue is $1.02 billion, indicating a 3.91% increase from the same quarter last year [2]. - For the entire fiscal year, earnings are projected at $2.44 per share and revenue at $4.16 billion, representing increases of 2.52% and 3.94% respectively from the prior year [3]. Analyst Estimates - Recent changes in analyst estimates suggest a positive outlook for VICI Properties Inc., indicating analysts' confidence in the company's performance [4]. - The Zacks Consensus EPS estimate has increased by 0.02% over the last 30 days, but VICI currently holds a Zacks Rank of 4 (Sell) [6]. Valuation Metrics - VICI Properties Inc. is trading at a Forward P/E ratio of 11.45, which is slightly below the industry average of 11.54 [7]. - The company has a PEG ratio of 3.22, compared to the industry average PEG ratio of 2.47 [8]. Industry Context - VICI Properties Inc. operates within the REIT and Equity Trust - Other industry, which is currently ranked 147 out of over 250 industries, placing it in the bottom 40% [9].

Core Viewpoint - The article discusses the upgrade of the rating for VICI Properties due to a significant decline in share price, specifically an 18.5% drop, indicating a potential investment opportunity in the real estate sector [1]. Group 1: Company Analysis - VICI Properties has been identified as a Real Estate Investment Trust (REIT) that is currently out-of-favor, presenting a contrarian investment opportunity [1]. - The investment strategy focuses on long-term value and fundamental economic insights to assess the intrinsic value of VICI Properties [1]. Group 2: Market Context - The investment landscape has been influenced by the COVID-19 pandemic, which has led to shifts in market sentiment towards certain REITs [1].

VICI Properties Inc. (NYSE:VICI) is one of the 10 cheap REITs with huge upside. On March 12, Mizuho downgraded VICI Properties Inc. (NYSE:VICI) to a Neutral rating. The firm estimated a target price of $30 for the stock, citing potential tenant credit concerns. These are tied to reports that Tilman Fertitta is exploring an acquisition of Caesars Entertainment Inc. (NASDAQ:CZR). Copyright: razvanphoto / 123RF Stock Photo Mizuho stated that Caesars’ business accounts for 39% of VICI’s rent. Nevertheless, ...

Core Viewpoint - Kahn Swick & Foti, LLC has initiated an investigation into Grindr Inc. to determine if its officers and directors breached fiduciary duties or violated laws [1] Group 1: Investigation Details - The investigation focuses on potential breaches of fiduciary duties by Grindr's officers and directors, including its controlling stockholder [1] - KSF encourages shareholders of Grindr Inc. to contact them to discuss their legal rights without obligation or cost [1] Group 2: About Kahn Swick & Foti, LLC - Kahn Swick & Foti, LLC is recognized as one of the nation's premier boutique securities litigation law firms, ranked among the top 10 firms nationally based on total settlement value [1] - The firm serves a variety of clients, including public and private institutional investors, and retail investors, seeking recoveries for investment losses due to corporate fraud or malfeasance [1]

Core Viewpoint - The probability of Tilman Fertitta acquiring Caesars Entertainment is currently at 61.5%, which could significantly reshape the competitive landscape in the gaming sector and impact various stakeholders, including VICI Properties and MGM Resorts [1][2]. Group 1: Caesars Entertainment - Caesars operates over 50 casino and hotel properties and reported $11.49 billion in revenue for full-year 2025, but carries $11.9 billion in debt and posted a net loss of $502 million [1]. - The stock price was around $19.70 at the time of the Q4 earnings filing, significantly lower than its 52-week high of $31.58, indicating a depressed valuation that has fueled acquisition speculation [1]. - Caesars Digital achieved a quarterly adjusted EBITDA record of $85 million in Q4 2025, up from $20 million in the previous year, highlighting a potential growth area [1]. Group 2: VICI Properties - VICI Properties owns the real estate for many of Caesars' key properties, with Caesars accounting for 39% of its annualized contractual rent, making it the largest tenant [1]. - The REIT generated approximately $4 billion in revenue for the full year and has raised its dividend for eight consecutive years, currently paying $0.45 per quarter [1]. - Analysts suggest that VICI has the most direct exposure to a potential ownership change, as it collects rent regardless of who operates the properties and holds call rights that could be valuable if a new owner pursues asset monetization [2]. Group 3: MGM Resorts - MGM Resorts is Caesars' primary competitor and could benefit from a distracted Caesars during a potential acquisition, allowing MGM to gain market share in Las Vegas and online gaming [1]. - MGM reported $17.54 billion in revenue for full-year 2025 and achieved a 20% growth in Consolidated Adjusted EBITDA in Q4, despite challenges in Las Vegas [1]. - The digital segment, BetMGM, turned profitable with an operating income of $29.3 million, contrasting with a loss of $42.3 million in the prior year [1]. Group 4: Gaming and Leisure Properties - Gaming and Leisure Properties holds properties leased to Caesars, generating $22.5 million from its Caesars Master Lease in Q4 2025, but has a more diversified tenant base compared to VICI [1]. - The company reported a record $1.12 billion in full-year AFFO and has a committed pipeline of approximately $2.6 billion at a blended cap rate over 8%, indicating strong growth potential [1].