Core Viewpoint - VICI Properties offers a high dividend yield, currently over 6%, which is significantly above the S&P 500 average of 1.2%, making it an attractive option for passive income investors [1]. Group 1: Dividend Stability and Growth - VICI Properties owns a diverse portfolio of experiential real estate, including casinos and entertainment complexes, and leases these properties under long-term, triple-net leases, ensuring stable cash flows [2]. - The company pays out approximately 75% of its stable cash flow in dividends, with a history of increasing its dividend for eight consecutive years at a compound annual growth rate of 6.6%, outpacing the 2.3% average of other NNN-focused REITs [5]. Group 2: Investment Strategy and Growth Potential - VICI Properties engages in sale-leaseback transactions, recently completing a $1.2 billion acquisition of seven gaming properties, which enhances its cash flow to support dividend payments [3]. - The company has a significant total addressable market opportunity exceeding $400 billion for U.S. gaming properties, positioning it for continued growth and the ability to increase dividends [6].

Core Viewpoint - VICI Properties Inc. is a leading experiential real estate investment trust with a market cap of $31 billion, owning iconic gaming and entertainment destinations in Las Vegas, and is set to announce its fiscal fourth-quarter earnings for 2025 on February 25, 2025 [1]. Financial Performance - Analysts expect VICI to report a Funds From Operations (FFO) of $0.60 per share for the upcoming quarter, reflecting a 5.3% increase from $0.57 per share in the same quarter last year [2]. - For the full fiscal year, the expected FFO per share is $2.37, which is a 4.9% increase from $2.26 in fiscal 2024, with projections of $2.45 per share in fiscal 2026, indicating a year-over-year growth of 3.4% [3]. Stock Performance - Over the past 52 weeks, VICI stock has underperformed the S&P 500 Index, which gained 16.9%, with VICI shares down 1% during the same period, and also lagged behind the Real Estate Select Sector SPDR Fund's 2.7% gains [4]. - Following the Q3 results announcement, VICI shares closed down slightly, with reported revenue of $1 billion, marking a 4.4% year-over-year increase, and an AFFO per share of $0.60, up 5.3% from the previous year [5]. Analyst Ratings - The consensus opinion among analysts is bullish, with a "Strong Buy" rating overall; out of 23 analysts, 16 recommend a "Strong Buy," one suggests a "Moderate Buy," and six give a "Hold" rating. The average analyst price target for VICI is $35.28, indicating a potential upside of 21.7% from current levels [6].

Core Viewpoint - Investing in ultra-high-yield dividend stocks can generate significant passive income, with a potential of over $3,700 from a $50,000 investment by 2026. Group 1: Ares Capital - Ares Capital offers a dividend yield of approximately 9.4%, with an expected dividend income of around $940 from a $10,000 investment this year [2][4]. - The company has maintained or grown its dividend for 65 consecutive quarters, indicating a stable dividend trend [4]. Group 2: Energy Transfer LP - Energy Transfer LP has a forward distribution yield of 7.6%, which would yield at least $760 in passive income from a $10,000 investment by 2026 [5][6]. - The company is well-positioned to meet the growing demand for electricity in the U.S. due to its extensive natural gas pipeline network and storage capacity [6]. Group 3: Pfizer - Pfizer's forward dividend yield is nearly 6.9%, translating to approximately $690 in passive income from a $10,000 investment by 2026 [7][10]. - Despite a high dividend payout ratio of 99.4%, Pfizer continues to generate sufficient free cash flow to maintain its dividend, with plans for future growth [8][10]. Group 4: Verizon Communications - Verizon Communications has a forward dividend yield just below 7%, expected to add around $700 to passive income from a $10,000 investment this year [11]. - The company has announced its 19th consecutive annual dividend increase, supported by robust free cash flow growth [12]. Group 5: Vici Properties - Vici Properties has a forward dividend yield of nearly 6.5%, contributing to a total passive income of over $3,700 when combined with the previous stocks [13][15]. - As a real estate investment trust (REIT), Vici is required to return at least 90% of its profits as dividends, and it owns a significant portfolio of high-profile gaming and entertainment properties [15].

VICI Properties Inc. ( VICI ) has realized a sustained dip in its stock price due to uncertainty from raised analyst concerns around rent paid by Caesars Entertainment ( CZR ), its largest tenant. This hasThe 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 ene ...

Core Insights - VICI Properties Inc. has experienced a decline in its stock price due to concerns raised by analysts regarding the rent payments from Caesars Entertainment, its largest tenant [1] Group 1: Company Performance - The stock price of VICI Properties Inc. has been negatively impacted by uncertainty surrounding its largest tenant, Caesars Entertainment [1] Group 2: Market Context - The equity market is characterized by daily price fluctuations that can lead to significant wealth creation or destruction over the long term [1] - Pacifica Yield is focused on long-term wealth creation by investing in undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

VICI Properties ( VICI ) has been a laggard since I rated it a Buy , back in early July based on the inherent booming economy of Las Vegas. With all that has been happening for the company, such asAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has b ...

Group 1 - VICI Properties has underperformed since being rated a Buy in early July, despite the booming economy in Las Vegas [1] - The focus is on analyzing undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a previously overlooked company that now shows potential for substantial returns [1] Group 2 - The analyst expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities [1] - There is a clear aversion to investing in high-tech businesses and certain consumer goods, with a preference for more traditional products [1] - The article aims to connect with like-minded investors and build a community focused on informed decision-making and superior returns [1]

Company Overview - VICI Properties Inc. (NYSE:VICI) is recognized as one of the 13 best dividend stocks, offering a yield over 6% [1] - The company went public in early 2018, marking one of the largest REIT IPOs at that time, and has consistently increased its dividends annually for seven years since its IPO [3] Financial Performance and Outlook - Cantor Fitzgerald has lowered its price target for VICI from $35 to $33 while maintaining an Overweight rating, citing an improved REIT outlook for 2026 [2] - US equity REITs returned 2.9% in 2025, underperforming the S&P 500, but Cantor anticipates a more supportive macro environment and increased M&A activity in 2026 [2] Business Model and Strategy - VICI operates under a triple-net lease model, where tenants are responsible for property taxes, insurance, and maintenance, ensuring predictable operating costs and transferring much of the risk to tenants [4] - The company's portfolio is fully leased with 100% occupancy, and most long-term leases include rent escalators linked to the Consumer Price Index, which helps safeguard rental income against inflation [4] - VICI focuses on owning, acquiring, and developing experiential real estate, emphasizing destination-style venues rather than traditional commercial properties [5]

Core Viewpoint - The article suggests that despite the long-standing belief that Real Estate Investment Trusts (REITs) are undervalued, many have still underperformed, indicating a potential shift in market dynamics that may favor REITs moving forward [1]. Group 1 - The author identifies as a buy-and-hold investor focused on quality dividend-paying stocks, including REITs, and aims to help lower and middle-class workers build investment portfolios [1]. - The author emphasizes the importance of conducting personal due diligence before making investment decisions, highlighting a commitment to educational purposes rather than financial advice [1]. Group 2 - The article does not provide specific financial data or performance metrics related to REITs or other investment vehicles mentioned [2][3].

Core Viewpoint - VICI Properties Inc. is set to report earnings, with positive projections for EPS and revenue growth compared to the previous year [2][3]. Company Performance - In the latest trading session, VICI's stock increased by 1.09% to $27.86, outperforming the S&P 500's daily gain of 0.01% [1]. - Over the past month, VICI's shares have decreased by 0.72%, underperforming the Finance sector's gain of 1.95% and the S&P 500's gain of 0.86% [1]. Earnings Projections - The upcoming EPS for VICI is projected at $0.6, indicating a 5.26% increase year-over-year [2]. - Revenue is expected to reach $1.02 billion, reflecting a 4.08% increase compared to the same quarter last year [2]. Annual Estimates - For the annual period, earnings are anticipated to be $2.37 per share, with revenue projected at $4.01 billion, showing a 4.87% increase in earnings and no change in revenue from the previous year [3]. - Recent revisions to analyst forecasts for VICI are important as they can indicate short-term business trends [3]. Valuation Metrics - VICI is currently trading at a Forward P/E ratio of 11.27, which is slightly above the industry average of 11.19 [6]. - The PEG ratio for VICI is 2.74, compared to the industry average PEG ratio of 2.49 [6]. Industry Context - The REIT and Equity Trust - Other industry, which includes VICI, has a Zacks Industry Rank of 110, placing it in the top 45% of over 250 industries [7]. - The top 50% rated industries tend to outperform the bottom half by a factor of 2 to 1 [7].