secwatch.observer — SEC 8-K summary
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Issuer:     VICI PROPERTIES INC. (VICI)
CIK:        0001705696
Form:       8-K
Filed at:   2026-04-29T23:59:59+00:00
Accession:  0001705696-26-000068
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

VICI Q1 AFFO $0.61/sh (+4.5% YoY); raises 2026 AFFO guidance; expands One Beverly Hills loan to $1.5B
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- Q1 total revenues $1.0B (+3.5% YoY); AFFO $650.9M ($0.61/sh, +4.5%); net income $872.4M ($0.82) includes $305.7M CECL benefit.
- Expanded Cain/Eldridge relationship with $1.5B mezzanine loan for One Beverly Hills; initial funding $650M deployed.
- Pending acquisition of two Alberta casino assets and two hotels for CAD$200.6M/USD$144.4M; rent increases CAD$16.1M/yr.
- Raised 2026 AFFO guidance to $2,665M-$2,695M ($2.44-$2.47 per share) from prior range.
- Golden Entertainment $1.16B acquisition (7 casinos) expected to close April 30, 2026; all regulatory approvals met.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1705696/000170569626000068/0001705696-26-000068-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1705696/000170569626000068/vici-20260429.htm
  HTML page:      https://secwatch.observer/filing/0001705696-26-000068

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer