凭借约8%的收益率、必需且不可被颠覆的资产（赌场/度假村）以及当前由利率压力造成的估值折价，VICI是顶级REIT投资标的。
逐段跳播
而 Vesi 支付的股息更大，目前收益率达到约8%。这简直太疯狂了。我真的没法告诉你这只股票为什么一直下跌。我真心认为只是宏观经济因素在持续对它们施压，把股价拉低。但我能说的是，我计划在整个下跌过程中买入，因为这只股票，以目前的价格，并考虑到其派息和业务，是我现在整个市场上最喜欢的房地产投资信托（REIT）。
这就是过去一个月我买入它多于其他任何标的的原因。当然，在我个人和私人的钱包里，我以前会买入比这多得多的数量。再说一次，这是一个预算有限的普通投资组合，我们在其中要保守得多。但我真的很喜欢目前这个价位的 VICI 股票。
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.
但再说一次，我认为 VICI 股票目前也完全被忽视了。所以，我不介意它们涨到这么高的水平，和其他那些伟大而出色的标的一起。
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.
再说一次，我看到最大机会的最明确领域，就是这一组诱人的房地产投资信托，包括 Prologis 和 Alexandria，各下跌3%，Realty 下跌4%，Extra Space Storage 下跌6%，Healthcare Realty 下跌9%，American Tower 下跌12%，以及 Vesi Properties 下跌20%。
我仍然不敢相信 Vesi 跌得这么低，但再说一次，由于利率环境，所有这些股票都承受了相当大的压力。不过，它的物业是必不可少的。它不会消失。它不可能被人工智能取代。事实上，其中一些可能还会受益于人工智能。
但我们说的是必不可少的通信塔、光纤线路、巨大的工业仓库、一流的赌场和度假村、生命科学实验室，以及仓储设施。这些都是世界上一切事物的非常基础的东西。而且这些资产让你拥有市场上最好、最灵活的一些出租率。
你有巨大的股息派发和便宜的估值。我的意思是，如果这些都不是买入机会，我不知道在这个市场上还有什么值得买。如果你在这些股票上看不到价值，那市场上就不会有价值。所以，这就是我的观点，是的，这些就是我将在10月以及今年余下时间里重点关注的许多标的。
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.
这个频道对 $VICI 的历次判断
Ale's World of Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。