VICI Properties: Investors Are Misunderstanding A Historic Opportunity

VICI Properties (VICI) trades at its lowest P/AFFO multiple in 5+ years, despite continued AFFO per share growth and a 6.9% dividend yield. Market concerns over Las Vegas visitation and regional casino weakness are overstated; VICI maintains 100% rent collection and recently raised 2026 AFFO guidance. VICI's long-term master leases, CPI-linked escalators, and investment-grade balance sheet underpin resilient, predictable cash flows and double-digit operational returns.

Seeking Alpha • 8 hours ago

The Dot-Com Rhyme: Protecting Your Portfolio From A Potential AI Infrastructure Bubble

Hyperscalers will burn nearly all operating cash flow on AI infrastructure, creating massive execution risks for tech investors. A Shiller PE of 41: Current S&P 500 valuations directly rival the peak of the dot-com bubble right before the tech crash. Buy REITs that own physical consumer destinations that artificial intelligence can never commoditize or replicate.

Seeking Alpha • Jun 21, 2026

VICI Properties: The Caesars Uncertainty Created A Tremendous Value Proposition

VICI Properties offers exposure to trophy Las Vegas Strip real estate via long-term, triple-net leases with built-in rent escalators. The Fertitta acquisition of Caesars, VICI's largest tenant, could materially strengthen tenant credit quality and reduce perceived risk concentration. At $26.28, VICI trades at 10.7x AFFO with a 6.8% yield, below historical multiples, offering an attractive risk/reward profile.

Seeking Alpha • Jun 19, 2026

Why VICI Properties Inc. (VICI) Dipped More Than Broader Market Today

VICI Properties Inc. (VICI) concluded the recent trading session at $27.23, signifying a -2.78% move from its prior day's close.

Zacks Investment Research • Jun 17, 2026

June's 5 Dividend Growth Stocks With Yields Up To 6.47%

Every month, we screen for dividend growth stocks, highlighting value and income opportunities with high safety, growth, and consistency quant grades. There are several blue-chip names that have populated near the top of the list as potential turnaround plays. We also have a small retail-focused REIT being brought up this month that could be an interesting potential acquisition target for larger players.

Seeking Alpha • Jun 18, 2026

VICI Properties Adds Club Med Resort to Experiential Growth Push

VICI's Carambola Beach Resort deal with Club Med expands its experiential portfolio, adding premium resort exposure, while leveraging risks remain.

Zacks Investment Research • Jun 16, 2026

VICI Properties and Club Med Announce Acquisition and Redevelopment of Carambola Beach Resort in St. Croix

ST. CROIX, U.S. Virgin Islands & NEW YORK--(BUSINESS WIRE)---- $VICI--Club Med, the pioneer of the all-inclusive concept with nearly 60 resorts in some of the world's most desired vacation destinations, and VICI Properties Inc. (NYSE: VICI), an S&P 500 experiential real estate investment trust, announced today the acquisition and planned redevelopment of the iconic Carambola Beach Resort, located in the U.S. Virgin Islands, marking the return of Club Med to U.S. shores. The future Club Med St. Croix.

Business Wire • Jun 15, 2026

CLUB MED ADVANCES STRATEGIC NORTH AMERICAN EXPANSION WITH THE REDEVELOPMENT OF CARAMBOLA BEACH RESORT IN ST. CROIX IN PARTNERSHIP WITH VICI PROPERTIES

Developed in partnership with VICI Properties, the resort will mark Club Med's return to U.S. shores, bringing Club Med's signature all-inclusive experience to the cultural heart of the Virgin Islands ST. CROIX, U.S. Virgin Islands, June 15, 2026 /PRNewswire/ -- Club Med, the pioneer of the all-inclusive concept with nearly 60 resorts in some of the world's most desired vacation destinations, and VICI Properties Inc. (NYSE: VICI), an S&P 500 experiential real estate investment trust, announced today the acquisition and planned redevelopment of the iconic Carambola Beach Resort, located in the U.S. Virgin Islands, marking the return of Club Med to U.S. shores.

PRNewsWire • Jun 15, 2026

Build Your Wealth With Happy Dividends

American entertainment spending structurally trends upward through nearly every economic cycle, resisting standard recessionary pullbacks. EPR capitalizes on local, regional destinations, capturing consumer capital as travelers trade pricey flights for affordable local entertainment. Major private takeover bids for Caesars and MGM highlight that institutional titans view gaming infrastructure as deeply undervalued.

Seeking Alpha • Jun 13, 2026

VICI Properties Inc. (VICI) Stock Sinks As Market Gains: What You Should Know

VICI Properties Inc. (VICI) concluded the recent trading session at $28.09, signifying a -1.13% move from its prior day's close.

Zacks Investment Research • Jun 11, 2026