VICI is a top-tier REIT investment due to its ~8% yield, essential non-disruptable assets (casinos/resorts), and current valuation discounts caused by interest rate pressure.

and Vesi pays even bigger dividends, with its current yield reaching approximately 8% . It's absolutely crazy. I really can't tell you why the stock keeps falling. I truly believe it's just macroeconomic factors that continue to put pressure on them and pull the stock down.

But what I can say is that I plan to buy throughout the downturn, because this stock, at the current price and considering the distributions and business, is my favorite real estate investment trust (REIT) in the entire market right now.

That's why I've been buying it more than anything else over the past month . And of course, in my personal and private wallet, I used to buy much larger quantities of this. Again , this is a general portfolio with a limited budget where we are much more conservative . But I really like VICI stock at these levels.

But again, I think VICI stock is being completely ignored at the moment as well. So, I don't mind them reaching this high level, along with those other great and outstanding names.

And again, the very clear area where I see the biggest opportunity of all is in this tempting group of real estate investment trusts, including Prologis and Alexandria, down 3% each, Realty down 4%, Extra Space Storage down 6%, Healthcare Realty down 9%, American Tower down 12%, and Vesi Properties down 20%.

I still ca n't believe how low Vesi has fallen, but again, all of these stocks have been under considerable pressure due to the interest rate environment. However , its properties are essential.

It will not disappear. It cannot be disabled by artificial intelligence. In fact, some of them may benefit from artificial intelligence. But we are talking about essential communications towers, fiber optic lines, huge industrial warehouses, first-class casinos and resorts , life science laboratories , and storage facilities.

These are all very basic things for everything in the world. And you have some of the best and most flexible occupancy rates in the market with these assets. You have huge dividend payouts and cheap valuations.

I mean, if these aren't buying opportunities, I don't know what is to be bought in this market. There will be no value in the market if you do not see value in these stocks. So, that's my opinion, and yes, these are a lot of the names I'll be focusing on heavily during October and the rest of the year.