These two real estate investment trusts will let you sleep well at night. Over time, dividends have become a smaller and smaller part of the stock market's total return, with the S&P 500 boasting an average yield of just 1.22% today, compared to 7.44% in 1950. That said, some companies still offer fat, consistently growing payouts, just like the good old days. Let's explore some reasons why Realty Income (O -1.76%) and Vici Properties (VICI -2.58%) could make fantastic long-term picks. Realty Income Corpora ...

Core Viewpoint - VICI Properties Inc. is expected to report growth in revenues and adjusted funds from operations (AFFO) per share for the second quarter of 2025, with a consensus estimate of 60 cents per share, reflecting a 5.26% increase from the previous year [1][7]. Group 1: Financial Performance - The Zacks Consensus Estimate for quarterly revenues is projected at $996.07 million, indicating a 4.08% growth compared to the same quarter last year [4][9]. - The income from sales-type leases is estimated at $530.83 million, showing an increase from both the previous quarter and the year-ago quarter [5]. - Income from lease financing receivables and loans is expected to reach $436.44 million, up from $426.48 million in the previous quarter and $413.74 million in the year-ago period [5]. Group 2: Market Dynamics - The performance of VICI Properties in the second quarter is anticipated to be positively influenced by the resurgence in demand for its gaming and hospitality venues [2][3]. - Strong partnerships with top-tier experiential operators and long-term triple-net leases are likely to contribute to stable revenue generation [3][9]. - The company has diversified its portfolio beyond gaming, including investments in non-gaming experiential assets like Chelsea Piers and Bowlero, which supports its growth strategy [4][9]. Group 3: Analyst Sentiment - Analysts have shown confidence in VICI's performance, as the consensus estimate for AFFO per share has been revised upward by one cent over the past month [7]. - The company currently has an Earnings ESP of +15.43% and a Zacks Rank of 3, indicating a potential for an earnings surprise [10].

Company Performance - VICI Properties Inc. closed at $33.45, reflecting a +2.14% increase from the previous day, outperforming the S&P 500's gain of 0.06% [1] - Over the past month, VICI shares experienced a loss of 0.18%, underperforming the Finance sector's gain of 4.07% and the S&P 500's gain of 5.88% [1] Upcoming Earnings Report - The company is set to release its earnings on July 30, 2025, with an expected EPS of $0.6, indicating a 5.26% increase from the same quarter last year [2] - Revenue is forecasted to be $996.07 million, representing a 4.08% increase compared to the same quarter of the previous year [2] Full Year Estimates - Analysts expect VICI to report earnings of $2.38 per share and revenue of $3.99 billion for the full year, marking changes of +5.31% and +3.55% respectively from the previous year [3] Analyst Estimates and Outlook - Recent changes to analyst estimates for VICI reflect short-term business trends, with positive revisions indicating a favorable business outlook [4] - Empirical research shows a correlation between estimate revisions and stock price performance, leading to the formation of the Zacks Rank system [5] Zacks Rank and Valuation - VICI currently holds a Zacks Rank of 3 (Hold), with a consensus EPS projection that has increased by 1.22% in the past 30 days [6] - The company has a Forward P/E ratio of 13.78, which is higher than the industry average of 11.18, indicating it is trading at a premium [7] PEG Ratio and Industry Context - VICI has a PEG ratio of 4.2, compared to the industry average of 2.42, suggesting a higher valuation relative to expected earnings growth [8] - The REIT and Equity Trust - Other industry, which includes VICI, has a Zacks Industry Rank of 156, placing it in the bottom 37% of over 250 industries [9]

Core Viewpoint - The article discusses the investment potential of Vici Properties, a real estate investment trust (REIT) focused on experiential properties, particularly in the context of changing interest rates and the current investment landscape [3][13]. Investment Environment - Investors currently have access to yields higher than 4% on safe fixed-income vehicles, but this situation may not last long due to potential Federal Reserve interest rate cuts advocated by President Trump [2]. - The demand for safe, high-yield investments will increase once these risk-free options diminish [3]. Company Overview - Vici Properties is an experiential-focused REIT that owns prestigious casino resorts and other high-value properties, including Caesars Palace and MGM Grand, among over 90 holdings [4]. - The focus on trophy properties provides significant advantages, such as being difficult to replicate and having financially stable tenants like MGM Resorts International, which reduces rental payment risks [6]. Financial Performance - Vici Properties has consistently raised its dividend since inception, currently paying $0.43 quarterly, resulting in a yield of over 5%, which surpasses many fixed-income options [8]. - The company's funds from operations (FFO) have increased dramatically from $810 million to $2.7 billion over the past three years, indicating effective management and strategy [12]. Growth Potential - Vici is expanding its portfolio beyond casino properties, investing in ventures like Great Wolf Lodges and a partnership for One Beverly Hills, which diversifies its income sources [11]. - The company also lends money to tenants for expansion, generating additional income through interest and rent [11]. Conclusion - Given its strong asset base, attractive yield, and rising cash flow, Vici Properties is positioned as an excellent investment opportunity, especially if interest rates are cut as anticipated [13].

Group 1 - VICI Properties is a REIT focused on gaming and hospitality properties, formed from the Caesars private equity deal and subsequent bankruptcy, and has one of the largest portfolios of leisure assets [1] - The analyst emphasizes a strategy of identifying undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - The analyst expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities, citing examples such as Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] Group 2 - The analyst does not hold any stock or derivative positions in the companies mentioned and has no plans to initiate any positions within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]

Core Insights - VICI Properties (VICI) demonstrates strong stability in share prices within the REITs sector, although its yield is not significantly higher than that of money markets and treasuries [1] Group 1: Company Overview - VICI Properties is positioned in the experiential real estate sector, which is gaining interest due to its stability and potential for growth [1]

Core Insights - The Motley Fool aims to enhance the financial literacy and well-being of individuals by providing investment solutions and market analysis [1] Company Overview - Founded in 1993, The Motley Fool is a financial services company focused on making the world smarter, happier, and richer [1] - The company reaches millions of people monthly through various platforms, including premium investing solutions, free guidance, and market analysis on Fool.com [1] - The Motley Fool also produces top-rated podcasts and operates a non-profit organization, The Motley Fool Foundation [1]

Core Insights - The search for the best dividend picks is complex due to the overwhelming variety of investment options available in the market [1] Group 1: Investment Focus - The emphasis is on sectors such as AI, fintech, finance, and technology for long-term growth opportunities [1] - The analysis includes business models, earnings performance, and competitive positioning of publicly traded companies [1] Group 2: Research and Analysis - The company engages in equity research, financial modeling, and investment content creation to provide insights [1] - A finance-focused YouTube channel named "The Market Monkeys" is utilized to share investment strategies and market trends [1] Group 3: Contribution to Investment Community - The goal is to offer clear and unbiased insights into companies' strengths, risks, and valuations to assist investors in forming their own opinions and strategies [1]

Since my last analysis on VICI Properties (NYSE: VICI ), the stock was trading below $30, which is a level where I feel most comfortable buying. In addition to being somewhat psychological, this is also based on allowing a dividend yield closerEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for colla ...

Core Viewpoint - VICI Properties (NYSE: VICI) continues to provide an above-market dividend yield, making it a preferred choice for dividend investors, although future growth is expected to moderate [1]. Group 1: Company Overview - VICI Properties is recognized for its aggressive growth in the past, appealing to dividend investors [1]. - The company is part of a broader investment strategy that emphasizes finding undervalued companies with long-term growth potential [1]. Group 2: Investment Strategy - The investment approach focuses on companies with strong balance sheets and effective management teams, particularly in sectors with significant growth opportunities [1]. - The strategy combines growth-oriented principles with strict valuation criteria to enhance the margin of safety for investors [1].