Top REIT picks surfaced
A social analysis thread this weekend highlighted top U.S. REITs including GLPI—flagged at a 6.7% yield, an asserted 93% EBITDA margin and a $54 price target—and also named EPR and VICI among notable picks. (x.com) The same discussion referenced a larger review of 104 REITs that compared P/FFO and dividend metrics for income investors. (x.com)
A weekend social-media thread pushed three real estate investment trusts back into income-investor screens: Gaming and Leisure Properties, EPR Properties, and VICI Properties. (x.com) The post singled out Gaming and Leisure Properties, or GLPI, at a roughly 6.7% dividend yield and cited a $54 price target; outside analyst trackers now show GLPI’s average target near $52 to $54 and its annual dividend at $3.12 a share. (x.com) (marketbeat.com) (zacks.com) The same discussion pointed readers to a broader screen of 104 United States real estate investment trusts that compared price-to-funds-from-operations, or P/FFO, with dividend metrics. Funds from operations is the cash-flow measure many real estate investors use instead of net income because property depreciation can distort earnings. (x.com) That focus lands on a part of the market built for payouts. By law, a real estate investment trust generally distributes at least 90% of its taxable income to shareholders each year, which is why yield and payout coverage sit at the center of most REIT screens. (sec.gov) GLPI’s business is specialized: it owns 71 gaming and related properties and leases them to casino operators under long-term contracts. The company says it was formed in 2013 as the first gaming-focused real estate investment trust. (glpropinc.com) EPR and VICI sit in adjacent corners of the same trade. EPR reported 2025 adjusted funds from operations of $5.14 a share, raised its monthly dividend by 5.1% in February 2026, and set 2026 guidance at $5.28 to $5.48 a share. (investors.eprkc.com) Dividend trackers now show EPR yielding about 6.7% to 7.0% after that increase, with a $0.31 monthly payment scheduled for April 15, 2026. (stockanalysis.com) (marketbeat.com) VICI, another experiential landlord with casino and hospitality assets, reported about $4.0 billion in 2025 revenue and $2.38 in adjusted funds from operations per share. It also said it raised its annualized cash dividend by 4.0% in 2025, its eighth straight yearly increase since its 2018 initial public offering. (sec.gov) (viciproperties.com) The social thread’s specific GLPI margin claim is harder to verify from the public filings surfaced here. GLPI’s filings and website confirm its portfolio and dividends, but the 93% earnings-before-interest-taxes-depreciation-and-amortization figure in the post appears to be an analytical shorthand rather than a line item the company highlights in the materials reviewed. (x.com) (sec.gov) What surfaced over the weekend was not a new filing or a new dividend declaration. It was a fresh round of investor attention on a familiar REIT formula: high current yield, funds-from-operations coverage, and analyst targets that still imply upside if rates and tenant rent checks hold. (x.com 1) (x.com 2)
