VICI Properties: Caesars Uncertainty Clouds Growth, But Near 7% Yield Keeps Me Bullish

VICI Properties remains a buy despite near-term volatility from the Caesars buyout overhang and macro uncertainty. VICI raised full-year AFFO guidance for a second consecutive quarter, with total AFFO up 8% year-over-year and a robust 6.6% dividend yield. Balance sheet strength is evident with leverage at 4.9x, ample liquidity, and continued portfolio diversification beyond Caesars.

Seeking Alpha • Aug 5, 2026

VICI Properties Announces Pricing of Public Offering of $1.75 Billion of Senior Unsecured Notes

NEW YORK--(BUSINESS WIRE)---- $VICI--VICI Properties Inc. (NYSE: VICI) (“VICI Properties” or the “Company”) announced today that its subsidiary, VICI Properties L.P. (the “Issuer”), has priced a public offering of $1.75 billion in aggregate principal amount of senior unsecured notes (the “Notes”) consisting of: $900 million aggregate principal amount of 5.400% senior unsecured notes due 2031 (the “2031 Notes”). The 2031 Notes will be issued at 99.966% of par value and will mature on October 15, 2031. $85.

Business Wire • Aug 5, 2026

Yes, Safe 6% Dividend Yields Do Exist. Here Are 5 You Can Buy Right Now

With the 10-year Treasury yielding 4.70%, income investors don't need to reach for junk to beat the risk-free rate.

24/7 Wall Street • Aug 5, 2026

VICI Properties Q2 Earnings Call Highlights

VICI Properties NYSE: VICI reported second-quarter adjusted funds from operations, or AFFO, of $0.62 per share, up 4.6% from $0.60 a year earlier, while raising the low end of its full-year 2026 AFFO-per-share guidance.

MarketBeat • Aug 1, 2026

My 5-Step REIT Due Diligence Process To Find Winners

My simple 5-step process for analyzing REITs. Management and balance sheets matter most. Valuation only comes last in my process.

Seeking Alpha • Aug 1, 2026

VICI Properties Q2 Earnings Call Highlights AFFO Outlook Raise

VICI highlights relationship-driven growth, new tenants and capital deployment after raising the low end of the 2026 AFFO outlook.

Zacks Investment Research • Jul 31, 2026

VICI Properties Inc. (VICI) Q2 2026 Earnings Call Transcript

VICI Properties Inc. (VICI) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 30, 2026

VICI Properties' Q2 FFO Meets Estimates, Revenues Beat on Lease Growth

VICI's Q2 AFFO meet estimates, while revenues beat forecasts, driven by lease growth and broader investment activity.

Zacks Investment Research • Jul 30, 2026

Undercovered Dozen: Kayne Anderson, Franco-Nevada, Oracle And More

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.

Seeking Alpha • Jul 30, 2026

VICI Properties Inc. Announces Second Quarter 2026 Results

NEW YORK--(BUSINESS WIRE)---- $VICI--VICI Properties Inc. (NYSE: VICI) (“VICI Properties”, “VICI” or the “Company”), an experiential real estate investment trust, today reported results for the quarter ended June 30, 2026. All per share amounts included herein are on a per diluted common share basis unless otherwise stated. Second Quarter 2026 Financial and Operating Highlights Total revenues increased 5.7% year-over-year to $1.1 billion Net income attributable to common stockholders decreased 39.1% year.

Business Wire • Jul 29, 2026