Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q2 2023 Earnings Conference Call July 28, 2023 10:00 AM ET Company Participants Joe Jaffoni - Investor Relations Peter Carlino - Chairman & Chief Executive Officer Desiree Burke - Chief Financial Officer & Treasurer Matthew Demchyk - Senior Vice President & Chief Investment Officer Brandon Moore - Chief Operating Officer, General Counsel & Secretary Steve Ladany - Senior Vice President & Chief Development Officer Conference Call Participants Barry Jonas - Tr ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended June 30, 2023 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from to Commission File Number: 001-36124 Gaming and Leisure Properties, Inc. (Exact name of registrant as specified in its charter) Pennsylvania ...

财务数据和关键指标变化 - 公司总收入同比增长超过40百万美元,主要来自新增的BallyÂ's Black Hawk、Rock Island、Biloxi和Tiverton物业带来的租金收入增加 [2][4] - 现金租金收入同比增加约15百万美元,其中新增物业贡献8百万美元,Trop LV土地租赁贡献2.6百万美元,其他因素如租金升幅和百分比租金增加贡献4.7百万美元 [4] - 经营费用同比下降26.8百万美元,主要由于冲回之前对Cordish租赁的信用损失准备所致,部分被折旧费用增加所抵消 [4] 各条业务线数据和关键指标变化 - 公司未披露各业务线的具体数据和指标变化情况 [无] 各个市场数据和关键指标变化 - 公司未披露各市场的具体数据和指标变化情况,但管理层表示整体美国区域博彩市场保持平稳,没有看到明显下滑迹象 [40] 公司战略和发展方向及行业竞争 - 公司继续专注于提高租赁资产质量,寻求新的投资机会,保持谨慎乐观态度 [5][17][48] - 公司认为在当前银行业环境下,其独特的融资能力和依赖性使其相对于其他竞争对手更具优势 [17][48] - 公司正在密切关注一些潜在的国际市场机会,但需要深入了解当地法律法规和税收政策 [30][31] 管理层对经营环境和未来前景的评论 - 管理层认为博彩行业收入的稳定性在当前经济环境下尤为突出,即使在疫情等极端情况下公司也能获得稳定的租金收入 [7][8] - 管理层对2023年剩余时间的公司表现持乐观态度 [3] - 管理层认为公司的保守财务政策和灵活的融资能力使其在当前不确定的宏观环境下更具优势 [41][48] 问答环节重要的提问和回答 问题1 **Greg McGinniss 提问** 询问租金覆盖率下降是否意味着行业出现下行趋势 [7] **Peter Carlino 和 Desiree Burke 回答** 租金覆盖率仍高于2019年疫情前水平,公司认为租金收入不会受到重大威胁 [7][8] 问题2 **Smedes Rose 提问** 询问在当前环境下公司的投资机会和竞争格局 [16][17] **Matthew Demchyk 回答** 公司凭借灵活的融资能力和成本优势在当前环境下相对竞争对手更具优势,正在积极寻找新的投资机会 [17][48] 问题3 **Todd Thomas 提问** 询问公司在评估新投资时是否会调整收益要求 [25][26] **Brandon Moore 回答** 公司的投资评估方法没有发生变化,仍需要适当的收益率,具体取决于每个项目的风险特征 [25]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☒ OF 1934 For the quarterly period ended March 31, 2023 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☐ OF 1934 For the transition period from to Commission File Number: 001-36124 Gaming and Leisure Properties, Inc. (Exact name of registrant as specified in its charter) Pennsylvania ...

Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q4 2022 Earnings Conference Call February 24, 2023 10:00 AM ET Company Participants Joe Jaffoni - Investor Relations Peter Carlino - Chairman and Chief Executive Officer Desiree Burke - Chief Financial Officer and Treasurer Brandon Moore - Chief Operating Officer, General Counsel and Secretary Matthew Demchyk - Senior Vice President and Chief Investment Officer Steven Ladany - Senior Vice President and Chief Development Officer Conference Call Participants G ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36124 Gaming and Leisure Properties, Inc. (Exact name of registrant as specified in its charter) Pennsylvania 46-21 ...