Company Participants
Samantha Gallagher – Executive VP, General Counsel & Secretary
John W. Payne – President & COO
Edward Pitoniak – CEO & Director
David Kieske – Executive VP, CFO & Treasurer
Gabriel Wasserman – MD of Business Development and VICI Experiential Credit Solutions (V.E.C.S.)
Conference Call Participants
Anthony Paolone – JPMorgan Chase & Co, Research Division
Barry Jonas – Truist Securities, Inc., Research Division
James Kammert – Evercore ISI Institutional Equities, Research Division
Caitlin Burrows – Goldman Sachs Group, Inc., Research Division
John DeCree – CBRE Securities, LLC, Research Division
Greg McGinniss – Scotiabank Global Banking and Markets, Research Division
Wesley Golladay – Robert W. Baird & Co. Incorporated, Research Division
Chris Darling – Green Street Advisors, LLC, Research Division
Todd Thomas – KeyBanc Capital Markets Inc., Research Division
Nicholas Joseph – Citigroup Inc., Research Division
Jordan Bender – Citizens JMP Securities, LLC, Research Division
David Katz – Jefferies LLC, Research Division
Daniel Guglielmo – Capital One Securities, Inc., Research Division
Haendel St. Juste – Mizuho Securities USA LLC, Research Division
Presentation
Operator
Good day, ladies and gentlemen. Thank you for standing by. Welcome to the VICI Properties Third Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that this conference call is being recorded today, October 29, 2026. I will now turn the call over to Samantha Gallagher, General Counsel with VICI Properties.
Samantha Gallagher
Executive VP, General Counsel & Secretary
Thank you, operator, and good morning. Everyone should have access to the company’s third quarter 2026 earnings release and supplemental information. The release and supplemental information can be found in the Investors section of the VICI Properties website at www.viciproperties.com. Some of our comments today will be forward-looking statements within the meaning of the federal securities laws. Forward-looking statements, which are usually identified by the use of words such as will, believe, expect, should, guidance, intends, outlook, projects or other similar phrases
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