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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產品與營收

產品營收佔比

營收結構 ($3.7B)

靜態數據（加載即時財務…）

Las Vegas Strip Properties (48%)

Regional Gaming Properties (40%)

Other & Experiential (12%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Realty Income Corporation

Net lease REIT investment

影響: Medium — net lease competitor

Simon Property Group, Inc.

Experiential real estate

影響: Low — different property types

主要客戶

MGM Resorts International

MGM casino property leases

影響: High — anchor tenant via master lease

宏觀與市場背景

부동산 (REIT)行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

New York, New York, USA

成立時間

2017

員工人數

50+

官網

viciproperties.com

行業概況 — 부동산 (REIT)

行業新聞