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Gaming REITs GLPI and VICI offer 6%+ yields with strong fundamentals and resilience to AI disruption.

Analyst Insights
22 Mar 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Gaming and Leisure Properties (GLPI) and VICI Properties are highlighted for their attractive dividend yields above 6%, strong business fundamentals, and minimal impact from artificial intelligence disruption. These REITs benefit from long-term leases, high barriers to entry, and stable rent collection even during economic downturns. Trading below sector median price-to-AFFO multiples, they present potential double-digit upside as economic conditions clarify. Despite near-term macroeconomic uncertainties and recession risks, GLPI and VICI are expected to maintain dividend payments and steady growth, making them appealing for dividend-focused investors.

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