Summary

• Realty Income, VICI Properties, and CareTrust REIT offer income reliability and stability amid macro uncertainty and rising inflation.
• O trades at a forward P/AFFO of 14.12x, below its five-year average, with a 5%-plus yield and strong fundamentals, making it attractive for income investors.
• VICI offers a 6.16% yield, 19% upside potential, and a 75% payout ratio, supported by prudent leverage and resilience despite Las Vegas headwinds.
• CTRE stands out for double-digit FFO growth, low leverage (0.6x), and a well-covered dividend, positioning it for further acquisitions and long-term income growth.
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Introduction

It seems like every time we seem to make progress on inflation, the economy experiences another setback. Prior to the conflict with Iran that began this past February, everything seemed on track to see more rate cuts

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of VICI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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