VICIVICI PropertiesBearishVICI PropertiesEPRTEssential PropertiesNeutralEssential PropertiesORealty IncomeNeutralRealty Income

10/9/2026 on

$VICI Sandstone Capital liquidates its entire position in $VICI🎲 "You got to know when to hold 'em, know when to fold 'em Know when to walk away and know when to run" The real estate sector has faced persistent headwinds following the latest rate hike, and with year-end approaching, we believe capital discipline takes priority. Sandstone exits its entire $VICI position and realizing the loss for tax-loss harvesting purposes, with the potential to revisit the name after 30 days if the technical setup improves. The fundamentals remain favorable, but right now, we need price action to confirm our thesis. ☑️ Capital Reallocation: Proceeds redeployed to cash, preserving optionality for more attractive entry points or other equities. ☑️ Portfolio Positioning: Sandstone Capital’s REIT exposure now stands at 12.1%. $O, $EPRT ☑️ Risk Management: We see little justification for continuing to hold a position down approximately 24% while technical momentum remains unfavorable. We’re prioritizing capital preservation over attachment to the original thesis. *Not a recommendation

NeutralVICIVICI PropertiesVICI PropertiesEPRTEssential PropertiesEssential PropertiesORealty IncomeRealty Income

9/23/2026 on

$EPRT $O $VICI 🏭🏣🎲🎲 Hold or Sell? Check out our latest YT video on what I decided📽️ https://t.co/phMEQ5yPg3

VICIVICI PropertiesBullishVICI Properties

9/4/2026 on

$VICI 🎲 Raised its dividend to $0.46/share This company has been raising its dividend 8 years in a row. Still plenty of FFO to cover its dividend with only a 65% payout ratio despite slowing traffic in the casinos $VICI is a 2.5% weighting within our portfolio in our REIT sector holdings. Currently, we are at an unrealized loss of ~ 15% with this equity The stock is greatly undervalued at 10.4 x AFFO . The dividend is payable Thursday Oct 8. Ex-div is Thursday Sept 17th *Not a recommendation