VICI Dividend Growth & Investment Grade Ratings slide image

VICI Dividend Growth & Investment Grade Ratings

INCOME MAGNITUDE AND VALUE OF GAMING REAL ESTATE NOI ($mm) 2015-2022 YTD SINGLE-ASSET REAL ESTATE TRANSACTIONS WITH NOI > $70MM 250.0 CityCenter 200.0 Cosmopolitan 150.0 100.0 50.0 3.00% Bellagio The Venetian Resort MGM Grand (1) Select Las Vegas Strip Sales & Financings The Shops at Crystals sold in 2016 at a 4.5% cap rate Town Square Las Vegas sold in 2017 at a 5.3% cap rate The Grand Canal Shoppes mortgage debt was refinanced in 2019 at an appraised cap rate of 4.5% 245 30 Hudson Park Yards, NYC Mandalay Bay(2) Cordish Live! Properties Ave, Encore Fashion NYC 1095 Boston Show LV(2) 10 Hudson 6th Ave, NYC(2) 787 7th Ave, NYC Harbor World Wind wide Creek Yards, NYC(2) 1515 Broadway, 1211 NYC(2) 6th Ave, NYC(2) 1285 6th Ave, NYC NYC(2) Plaza, 50 Bethlehem Caesars Palace (2) Harrah's Las Vegas National Harbor, MD Northern Ave, Boston 4.00% 5.00% 6.00% 7.00% 8.00% Cap Rate (%) Circle sizes represent asset NOI Gaming Office Retail Medical Office Building VICI Transactions VICI Source: Real Capital Analytics (RCA). (1) Transaction was for a stake in the property; bubble represents the implied price of 100% interest. (2) Represents incremental rent acquired related to the Eldorado Transaction. 23
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