Core Insights - The House Edge is recognized as a unique marketplace service in the casino, gaming, and online sports betting sectors, providing actionable research and insights [1][2] - Howard Jay Klein, with 30 years of experience in the gaming industry, leads The House Edge and utilizes his extensive network for superior investment returns [1][2] Industry Overview - Las Vegas gaming revenue has shown growth, reaching $8.6 billion, which is a significant increase from $6.6 billion in 2018, although the pace of growth is slowing [2] - The gaming industry is characterized by a focus on management quality as a key factor in investment decisions [2] Company Insights - The House Edge offers a model portfolio that is reviewed monthly, featuring actionable analysis on gaming companies and trends in the industry [2] - The service includes a regular newsletter and recommendations for buy-sell-hold or accumulate strategies [2]

Group 1 - The real estate investment trusts (REITs) sector is being closely monitored for potential value rotations as 2025 approaches [1] - Brett Ashcroft Green has extensive experience in private credit and commercial real estate mezzanine financing, working with high-net-worth individuals globally [1] - The family operates a real estate brokerage in Nevada, a favorable jurisdiction for tax planning and trusts [1] Group 2 - The article does not provide specific financial advice or recommendations regarding investments [2][3][4]

As someone who visits Las Vegas quite often, usually 3 to 4 times a year, you'd think I'd be a huge gambler. But the truth is I rarely gamble. Every time I visit, I usually take out $100 and placeContributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency 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 ...

Group 1 - The article discusses the author's journey in dividend growth investing and the importance of financial independence [1] - The author has been investing since September 2017 and has a long position in VICI shares [1] - The blog "Kody's Dividends" serves as a platform for documenting the author's investment experiences and insights [1] Group 2 - The article does not provide specific investment recommendations or advice [2] - It emphasizes that past performance is not indicative of future results [2] - The views expressed may not represent those of Seeking Alpha as a whole [2]

Core Insights - The article discusses the author's journey in dividend growth investing and the importance of financial independence through this strategy [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [1]. - The blog "Kody's Dividends" documents the author's path towards financial independence using dividend growth investing [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1].

Core Insights - VICI Properties Inc. is experiencing significant fallout, surprising investors who expected stability from a high-quality REIT [1] Group 1: Company Overview - VICI Properties Inc. is categorized as a high-quality Real Estate Investment Trust (REIT) [1] Group 2: Investment Strategy - JR Research, recognized as a Top Analyst, focuses on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] - The investment approach combines price action analysis with fundamentals investing, targeting growth opportunities with significant upside potential [1] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, emphasizing robust fundamentals and attractive valuations [1]

Core Viewpoint - VICI Properties, a Las Vegas-based REIT, has reached a new 52-week low, marking its 11th low in the past 12 months, despite having strong real estate holdings and stable income potential from its properties [1][2]. Company Overview - VICI Properties owns 93 properties across the U.S. and Canada, including 54 gaming and 39 non-gaming properties, totaling 127 million square feet, 60,300 hotel rooms, and over 500 bars, restaurants, and sportsbooks [4]. - The company also manages four championship golf courses located in Las Vegas, Indiana, and Mississippi [4]. Financial Performance - The annualized cash generated from triple-net leases at VICI's properties is $3.28 billion through October 1, 2025 [5]. - Approximately 42% of its rents are subject to CPI-linked increases in 2025, with 90% subject to such increases over the long term, indicating a stable income stream [5]. Market Conditions - The state of Las Vegas tourism is currently not favorable, which poses a challenge for VICI Properties [6]. - Proposition betting is gradually impacting traditional gambling and sports betting, which could affect the company's revenue streams [6].

Group 1 - Barclays lowered its price target on VICI Properties Inc. to $33 from $37, maintaining an Overweight rating due to tenant-related concerns [1] - VICI Properties owns 93 properties, including casinos and resorts, with major tenants like Caesar's Entertainment and MGM Resorts, benefiting from long-term lease contracts tied to the Consumer Price Index [2] - The company has maintained a 100% occupancy rate since going public in 2018, even during the pandemic, and had $507.5 million in cash and cash equivalents at the end of Q3 2025 [3] Group 2 - VICI Properties is a real estate investment trust specializing in casino and entertainment properties, with a history of raising dividends for seven consecutive years [3][4]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group emphasizes high-yield, dividend growth investment ideas, targeting dividend yields up to 10% [2] Investment Strategy - The service provides research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The approach is defensive in nature, suitable for medium- to long-term investment horizons [2] Market Context - The current market environment is characterized by a Santa Claus rally, indicating a favorable period for stock investments [2] - Despite the rally, there are still opportunities for value investing, suggesting that not all stocks are equally priced [2]

New York-based VICI Properties Inc. (VICI) is a real estate investment trust (REIT) that owns high-value experiential real estate, primarily casinos, hospitality, entertainment, and leisure properties. It is valued at a market cap of $29.6 billion. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and VICI fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the REIT - diversified industry. With ...