Richard Drury The REIT Investment Thesis Has Played Out As Expected, Thanks To The Upcoming Fed Pivot We previously covered VICI Properties Inc. (NYSE:VICI) in June 2024, discussing why it remained a gift after the pullback, thanks to the REIT's increasingly rich yields, robust profitability, and healthier balance sheet. With its investments still generating a promising blended rate profitability despite the elevated interest rate environment, we believed that VICI remained a compelling Buy, significant ...