VICI Properties experienced a 25% sell-off, which is viewed as a strong buying opportunity due to its robust lease agreements and brand value of its properties. Concerns over tenant risks from Caesars Entertainment (CZR) and MGM Resorts are considered overblown, as these risks are well-managed and the companies going private could create further opportunities. Trading at a 9.0x price to funds from operations (P/FFO) multiple with a 7.4% yield, VICI is expected to offer over 30% upside from multiple expansion and a high double-digit total return. The author has increased their position, confident in VICI's long-term value and stability.
VICI Properties holds a market cap of $27.34 billion and offers a dividend yield of 7.41%, highlighting its appeal as a high-yield real estate investment. As of September 15, 2026, 04:02 WIB, VICI's share price on Pluang is USD 25.07, up 0.97% for the day. Caesars Entertainment and MGM Resorts, VICI's key tenants, trade at USD 29.68 and USD 39.90 respectively, with market caps of $6.05 billion and $10.04 billion. This market data provides a snapshot of the broader ecosystem affecting VICI's investment outlook.
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