VICI Stock Recent News

Epic Universe opened last Thursday at Universal Studios in Orlando. It took over six years to build and cost over $7 billion.

VICI Properties (VICI) reported earnings 30 days ago. What's next for the stock?

Money market funds are booming with $7.2 trillion in assets, offering attractive short-term yields, but rising fees and competition could shake things up. I believe we're nearing a turning point: lower rates may push massive capital into dividend stocks, boosting prices and driving down future yields. In the second half of the article, I highlight three high-quality dividend stocks I believe could significantly benefit from this money market rotation trend.

Net Lease REITs create value by investing at returns above their cost of capital; WACC is a key metric for quality assessment. Top Net Lease REITs like Agree Realty, Essential Properties, Four Corners, VICI, and Realty Income have the most attractive WACCs and investment spreads. High-yield or cheap REITs often have elevated payout ratios and weaker balance sheets, signaling higher risk and possible dividend instability.

People are increasingly craving experiences that they can't get at home. They want to watch blockbuster films on the big screen, have a spa day, meet friends at a bowling alley, or go to a casino.

Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.

When Your REIT Will Cut Its Dividend

Diversification is key in REIT investing, mirroring my roulette strategy—spread bets across sectors for optimal risk-adjusted returns. Net lease REITs offer stability and steady dividends, outperforming residential mREITs over 15 years and thriving even in volatile environments. Current market trends and strong earnings support overweighting net lease REITs, with sector consolidation and potential rate cuts as additional tailwinds.

Enterprise Products Partners offers resilient, fee-based cash flows, a strong balance sheet, and a well-covered 6.6% yield at a reasonable valuation. VICI Properties owns iconic gaming and hospitality assets with triple-net leases, and delivers a well-covered 5.5% yield with strong dividend growth. Both EPD and VICI have demonstrated operational strength and growth even during economic uncertainty, making them reliable sources of income.

VICI to benefit from high demand for its mission-critical assets, long-term leases and decent balance sheet. Steady dividend payouts enhance shareholder value.