VICI Properties: I'm Flipping From Buy To Sell (Archive, Full Access) A hawkish rate environment and rising inflation that exceeds the cap of annual rent escalators are a major headwind.
VICI Properties: 6.8% Yield, Casino Buyouts, And A 30-40% Valuation Discount (Archive) Caesars buyout may force property sales, letting VICI diversify tenants via new sale-leasebacks.
