受租金收入增长提振,VICI上调了2026年基金运营收入(FFO)预测

路透中文
Jul 30
受租金收入增长提振,VICI上调了2026年基金运营收入(FFO)预测

路透7月29日 - VICI Properties(VICI.N)上调了2026年调整后运营现金流预测的下限,因该公司在本季度新增了三家租户,从而实现了租金收入来源的多元化和增长。

本季度,该公司就俄亥俄州的MGM Northfield Park项目签署了租赁协议,收购了Golden Entertainment的赌场资产组合,并计划对Carambola Beach Resort进行重新开发,这标志着其第14、15和16家租户的加入。

具体详情如下:

  • VICI采用售租回模式,即收购现有房地产资产并回租给运营商,通常能立即带来收入增长。

  • 该公司目前预计2026年每股调整后基金运营收益(FFO)将在2.45美元至2.47美元之间,高于此前预期的2.44美元至2.47美元。

  • 伦敦证券交易所集团(LSEG)汇编的数据,该公司第二季度营收为10.6亿美元,较去年同期增长5.7%,且高于分析师预期的10.4亿美元。

  • 不过,VICI本季度每股经调整基金从运营中获得的收益(FFO)为62美分,低于分析师预期的每股67美分

  • 该股在盘后交易中下跌0.5%。

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