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Posted by
Two Blokes Jul 10 -
Filed in
Stock
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4 views
VICI offers bond-like stability, inflation-protected rent escalations, and high-quality tenants, making it attractive for conservative, income-oriented investors despite modest yields. Triple net leases, ultra-long lease terms, and 100% occupancy provide predictable, growing cash flows in a segment with high barriers to entry. Risks include tenant concentration (MGM/Caesars ~75% of rent) and front-loaded debt maturities, but conservative payout ratios and liquidity mitigate these concerns.
