Vici Properties offers stable high-yield real estate
The guest argued that Vici Properties offers an attractive combination of high dividend yield and stable cash flows backed by premier gaming assets.
The argument
The guest highlighted Vici's resilience, noting that 100% of its rent was collected during the 2020 lockdowns. The stock offers a 6.5% dividend yield coupled with an estimated 3% organic growth rate, making it a strong diversifier against traditional equities.
The thesis, stress-tested
✓ What validates it
- ✓Continued 100% rent collection in quarterly reports
- ✓Consistent annual dividend increases in line with the 3% growth thesis
▸ Risks discussed
- ▸Interest rate headwinds affecting REIT valuations
- ▸Consumer discretionary slowdown impacting casino operators
Hear it yourself
"If the stock's above 13, then you make 100 divided by 900. So you're making nice, you know, whatever that is, almost 12% return on on your on your money, and you don't even end up having to own the stock."
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