VICI Properties Inc.

VICIleader

VICI Properties is an experiential REIT owning gaming, hospitality, and entertainment destinations, including Caesars Palace and several MGM Resorts on the Las Vegas Strip and regional casinos nationwide.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.7B)

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Las Vegas Strip Properties (48%)

Regional Gaming Properties (40%)

Other & Experiential (12%)

Segment Breakdown & Key Customers

Product Details

Gaming Properties80%

Triple-net leased casino and resort properties on the Las Vegas Strip and nationwide

Experiential Properties10%

Bowling, entertainment, and wellness facilities under net leases

Golf Courses5%

Championship golf courses associated with casino resorts

Other Investments5%

Preferred equity and mezzanine lending

Supply Chain Relationships

Competitors

Realty Income Corporation

Net lease REIT investment

Impact: Medium — net lease competitor

Simon Property Group, Inc.

Experiential real estate

Impact: Low — different property types

Key Customers

MGM Resorts International

MGM casino property leases

Impact: High — anchor tenant via master lease

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

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Company Info

Headquarters

New York, New York, USA

Founded

2017

Employees

50+

Website

viciproperties.com

Sector Overview — 부동산 (REIT)

Sector News