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.

⇄ Compare

产品与营收

产品营收占比

营收构成 ($3.7B)

静态数据（加载实时财务…）

Las Vegas Strip Properties (48%)

Regional Gaming Properties (40%)

Other & Experiential (12%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

Realty Income Corporation

Net lease REIT investment

影响: Medium — net lease competitor

Simon Property Group, Inc.

Experiential real estate

影响: Low — different property types

主要客户

MGM Resorts International

MGM casino property leases

影响: High — anchor tenant via master lease

宏观与市场背景

부동산 (REIT)行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 VICI Properties Inc. 的 AI 供应链分析。

企业信息

总部

New York, New York, USA

成立时间

2017

员工人数

50+

官网

viciproperties.com

行业概况 — 부동산 (REIT)

行业新闻