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VICI Properties (VICI) Target Lowered at Cantor Fitzgerald as 2026 REIT Outlook Improves

VICI Properties Inc. (NYSE:VICI) is included among the 13 Best Dividend Stocks Paying Over 6%.

On January 5, Cantor Fitzgerald cut its price target on VICI Properties Inc. (NYSE:VICI) to $33 from $35 and kept an Overweight rating on the stock. US equity REITs returned 2.9% in 2025, trailing the S&P 500; however, Cantor sees room for improvement in 2026. The firm points to a more supportive macro backdrop and growing momentum around M&A activity. In its view, those factors could start to work in the sector’s favor. The analyst said stable supply and demand, solid balance sheets, and a well-covered dividend continue to support the group. VICI’s dividend yield has room to grow, which Cantor believes adds to the appeal despite the sector’s recent underperformance.

VICI Properties Inc. (NYSE:VICI) went public in early 2018 in one of the largest REIT IPOs at the time. As a REIT, the company is required to distribute most of its taxable income to shareholders. That structure has helped make the company a consistent dividend payer, with annual increases in each of the seven years since its IPO.

The company operates under a triple-net lease model, where tenants are responsible for property taxes, insurance, and maintenance. This setup keeps operating costs predictable and shifts much of the risk to the tenant. VICI’s portfolio remains fully leased, with occupancy at 100%. Most of its long-term leases include rent escalators tied to the Consumer Price Index, which helps protect rental income as inflation moves. Every lease also includes annual base rent increases, whether fixed or variable.

VICI Properties Inc. (NYSE:VICI) focuses on owning, acquiring, and developing experiential real estate, with assets designed around destination-style venues rather than traditional commercial properties.

While we acknowledge the potential of VICI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VICI and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 12 Best Dow Stocks to Buy in 2026 and 13 Best Consumer Staples Dividend Stocks to Invest In Now

Disclosure: None.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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