Vici Properties (VICI) and EPR Properties (EPR) both reported third-quarter results and raised their full-year outlooks. Vici posted AFFO of $0.62 per share, up 4.3% from a year earlier, and its board approved a new $2 billion share buyback; its dividend yields 7.4% at the current share price and uses about 74% of expected AFFO for the year. Vici's main risk is tenant concentration, with Caesars accounting for about 38% of its rent. EPR's third-quarter AFFO rose 8.8% to $1.49 per share, and it raised the low end of its 2026 guidance to $5.49–$5.57 per share; it pays dividends monthly at a yield of about 6.2%. Movie theaters, about 34% of EPR's annualized base revenue, are its key risk. The author says they hold both stocks and plan to add more shares.
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