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Earnings Call Summary | VICI Properties(VICI.US) Q1 2024 Earnings Conference

Earnings Call Summary | VICI Properties(VICI.US) Q1 2024 Earnings Conference

業績電話會議摘要 | VICI Properties (VICI.US) 2024 年第一季度業績發佈會
富途資訊 ·  05/03 10:07  · 電話會議

The following is a summary of the VICI Properties Inc. (VICI) Q1 2024 Earnings Call Transcript:

以下是VICI地產公司(VICI)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • VICI Properties Inc. reported a 6.1% growth in adjusted funds from operations (AFFO) per share compared to Q1 2023.

  • Their general and administrative expenses remained low at 1.7% of total revenues, demonstrating efficient operational performance.

  • The company did not disclose specific financial numbers during this earnings call.

  • VICI Properties Inc.報告稱,與2023年第一季度相比,調整後的每股運營資金(AFFO)增長了6.1%。

  • 他們的一般和管理費用仍然很低,佔總收入的1.7%,這表明了高效的運營業績。

  • 該公司在本次業績電話會議上沒有透露具體的財務數據。

Business Progress:

業務進展:

  • VICI accomplished three key strategic imperatives in Q1 2024: Expansion of investment scope with Homefield, Kansas City; Refinancing of maturing 2024 debt to manage market volatility; Announcing a property enhancement plan for the Venetian with partner Apollo, expected to invest up to $700 million in the Las Vegas Strip asset.

  • They expanded their total addressable market (TAM) of investments with a $105 million construction loan agreement for a new Margaritaville Resort development.

  • Future growth opportunities seen at the south end of the Las Vegas Strip in partnership with MGM and further investments in regional and downtown markets.

  • VICI plans to heavily invest up to $1.5 billion into the Venetian asset, potentially partaking in half of the total investment.

  • The company noted its strategic approach of diversifying in both gaming and non-gaming sectors, exploring wellness indoor water parks, golf, and You Sports, to maintain growth in challenging market conditions.

  • VICI在2024年第一季度完成了三項關鍵的戰略當務之急:擴大對堪薩斯城霍姆菲爾德的投資範圍;爲2024年到期的債務進行再融資以管理市場波動;與合作伙伴阿波羅宣佈了威尼斯人的房地產改善計劃,預計將在拉斯維加斯大道的資產中投資高達7億美元。

  • 他們通過爲新的瑪格麗塔維爾度假村開發項目簽訂了1.05億美元的建築貸款協議,擴大了潛在投資市場(TAM)。

  • 與米高梅合作,以及對區域和市中心市場的進一步投資,拉斯維加斯大道南端將帶來未來的增長機會。

  • VICI計劃向威尼斯資產大量投資高達15億美元,可能佔總投資的一半。

  • 該公司指出,其戰略方針是在遊戲和非博彩領域實現多元化,探索健康室內水上樂園、高爾夫和You Sports,以在充滿挑戰的市場條件下保持增長。

More details: VICI Properties IR

更多詳情: VICI 地產投資者

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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