Citable filing context
VICI's research view summarizes recent SEC filing context, starting with debt_offering from Aug 14, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 14, 2026 | debt_offering | VICI Properties L.P. issued $1.75 billion in senior notes due 2031 and 2036 to repay existing debt. |
| Aug 6, 2026 | debt_offering | VICI Properties agreed to issue $1.75 billion in senior notes due 2031 and 2036. |
| Jul 29, 2026 | earnings | VICI Properties reported Q2 2026 financial results and updated its full-year 2026 AFFO guidance. |
| Jul 29, 2026 | Guidance: AFFO | 2675.00 to 2695.00 |
| Jul 29, 2026 | Guidance: AFFO per diluted share | 2.45 to 2.47 |
| Oct 30, 2025 | Guidance: AFFO | 2510.00 to 2520.00 |
| Jul 29, 2026 | mda_quarterly | VICI Properties operates as a REIT focused on owning and acquiring gaming, hospitality, and experiential real estate, maintaining a 100% occupancy rate across 103 assets. The portfolio is anchored by iconic Las Vegas Strip properties, including Caesars Palace, MGM Grand, and The Venetian. As of June 30, 2026, the company’s weighted average lease term is approximately 39.6 years, supported by long-term triple-net leases that shift operational expenses and capital expenditure responsibilities to tenants. Strategic growth in 2026 included the $1.15 billion acquisition of the Golden Entertainment portfolio and the C$200.6 million Gamehost transaction in Canada. VICI also expanded its non-gaming footprint through a $1.5 billion mezzanine loan for the One Beverly Hills development and a build-to-suit partnership with Club Med in the U.S. Virgin Islands. Financial performance remains robust, with AFFO attributable to common stockholders rising to $1.33 billion for the first half of 2026, compared to $1.25 billion in the prior-year period. While the company faces macroeconomic risks—including interest rate volatility and potential tenant underperformance—it maintains strong liquidity with $2.5 billion in available cash and credit capacity. VICI continues to prioritize REIT-compliant distributions while managing a $17.2 billion debt stack. |
| Apr 29, 2026 | mda_quarterly | VICI Properties maintains a robust portfolio of 93 experiential assets, including 54 gaming properties and 39 other leisure facilities across North America, featuring iconic Las Vegas assets like Caesars Palace and the Venetian Resort. As of March 31, 2026, the portfolio is 100% leased with a weighted average lease term of 39.5 years. The company’s triple-net lease structure shields it from rising operational expenses, though it remains sensitive to tenant financial health and macroeconomic volatility. Key growth activities include the pending acquisition of the Gamehost Portfolio in Alberta, Canada, and the imminent closing of the $1.16 billion Golden Entertainment transaction, which adds assets like The STRAT to its Las Vegas footprint. VICI is also expanding its real estate debt portfolio, notably providing a $1.5 billion mezzanine loan for the One Beverly Hills luxury development. Financially, VICI reported strong performance, with AFFO attributable to common stockholders rising to $650.9 million for the first quarter of 2026. Liquidity remains solid at approximately $3.1 billion, supported by cash, revolving credit capacity, and forward sale agreements. While the company faces upcoming debt maturities in 2026 and 2027, it maintains compliance with all debt covenants and continues to prioritize REIT-compliant distributions to stockholders. |
Source: SEC EDGAR filing text and events; period Aug 14, 2026; filed Aug 14, 2026.
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