VICI PROPERTIES DL -,01 WKN: A2H5U8 ISIN: US9256521090 Kürzel: VICI Forum: Aktien Thema: Hauptdiskussion

Wieder am Support. Sollte halten. Eigentlich reicht mir die Größe aktuell

heute Ex-Tag

Puh, neues Tief... Die zwischenzeitlich Erholung komplett ausradiert. Und das obwohl hier keine KI droht

Hab gestern nochmal den EK gesenkt….

Mhh kurz vor dem Ex Day hoffe ich auf eine Erholung….bin ein bisschen enttäuscht von VICI und werde mich wenn es passt dann von Ihr trennen. Hab in 3 Jahren dann leider ein minus stehen (war mal 5stellig investiert)

So, bin nun auch mit am Start, nachdem die wichtigsten Meilensteine zur Caesar Entertainment- Übernahme nun geklärt sind. Auf langfristige Erträge 💪

$VICI (VICI Properties) Q1 2026 Earnings Steady core growth + major new investments… raising AFFO guidance while expanding key partnerships 👀 ________________________________________ 📊 KEY METRICS (Q1 2026) 🔹 Total Revenues: $1.0B (+3.5% YoY) 🟢 🔹 Net Income (to common): $872.4M ($0.82/share, +58.7% YoY) 🔹 AFFO: $650.9M (+5.7% YoY) 🟢 🔹 AFFO per Share: $0.61 (+4.5% YoY) 🟢 🔹 Cash & Equivalents: $480.2M + strong liquidity 👉 Core takeaway: Reliable triple-net lease growth with non-cash items boosting GAAP results ________________________________________ 📈 GROWTH ENGINE (CORE STORY) 🟢 Consistent contractual rent escalations across master leases 🟢 High-quality experiential real estate portfolio (gaming, hospitality, entertainment) 🟢 Strong occupancy and tenant performance at Caesars, MGM, Venetian, etc. 👉 This is: The leading experiential REIT with a diversified, triple-net leased portfolio of iconic assets ________________________________________ 🚀 STRATEGIC MOVE (PARTNERSHIP EXPANSION) 🟢 Expanded relationship with Cain & Eldridge: $1.5B mezzanine loan for One Beverly Hills 🟢 Pending CAD$200.6M (~USD$144M) Canadian casino portfolio acquisition (Pure/Gamehost) 🟢 Golden Entertainment $1.16B acquisition closing imminently 🟢 New lease with Clairvest for MGM Northfield Park 👉 Impact: • Deepening existing partnerships + adding new tenants • accretive 7.5–8.0% cap rate deals 👉 This is: Partner-driven external growth model firing on all cylinders ________________________________________ ⚡ WHAT’S HAPPENING? • AFFO per share up 4.5% with stable rent collections • Significant non-cash CECL allowance benefit boosted GAAP net income • Active capital deployment into high-quality experiential assets 👉 This is: Compounding growth through organic escalations + disciplined acquisitions/financing ________________________________________ 📅 GUIDANCE (RAISED) 🔹 FY2026 AFFO: $2,665M – $2,695M (raised) 🟢 🔹 FY2026 AFFO per Share: $2.44 – $2.47 (raised) 🟢 👉 Important: Management signaling continued confidence in portfolio performance and new deals ________________________________________ 🧠 WHAT’S ACTUALLY WORKING 🟢 Predictable rent growth and high occupancy 🟢 Strong pipeline of accretive investments and partnership expansions 🟢 Robust liquidity and disciplined balance sheet management 🟢 Diversification across gaming + non-gaming experiential properties ________________________________________ ⚠️ WEAK SPOTS 🔻 Heavy reliance on non-cash items for GAAP earnings boost 🔻 Execution risk on large pending acquisitions 🔻 Interest rate sensitivity on new financing 👉 Still: High-quality REIT with very stable cash flows ________________________________________ 🧠 MARKET SIGNAL 👉 Premier experiential REIT with gaming concentration + growth optionality • Visible rent escalations + external growth • Strong tenant relationships • Defensive yet growth-oriented profile ________________________________________ 🔥 BULL vs BEAR 🟢 Bull Case • New investments (Beverly Hills, Golden, Canada) drive meaningful AFFO accretion • Continued rent escalations and tenant performance fuel mid-single digit growth • Further partnership expansions and portfolio optimization • Re-rating toward premium multiple on visible cash flow 🔴 Bear Case • Tenant credit or operational issues in gaming sector • Delayed closings or integration challenges on big deals • Higher interest rates pressure new financing costs • Slower experiential spending environment ________________________________________ 💭 CONCLUSION $VICI posted another solid quarter of rent growth and raised full-year AFFO guidance… 👉 while announcing major new investments that deepen key partnerships and expand its experiential footprint. A textbook example of disciplined, high-quality REIT compounding. ________________________________________ 👀 KEY QUESTION Can VICI Properties successfully close and integrate its pending acquisitions while continuing to find accretive opportunities to compound

Na wir lassen uns überraschen 😉

Zahlen eig erst Anfang April, war's nicht ne Nachverrechnung machen ja Reits häufig

Bei mir gab es heute schon Dividende?

Bin jetzt auch eingestiegen

Naja jetzt der ganze reit sektor wieder runter man will einfach das wir mehr Nachkaufen na dann😅

Aber die kurze Kursdelle ist zum Glück schon wieder ausgebügelt.

Kein Anzeigenfehler!