VICI - VICI's Strategic Diversification And GLPI's Future Acquisitions: Goldman Sachs Weighs Investor Sentiments | Benzinga
Goldman Sachs analyst Caitlin Burrows disclosed investor feedback related to both VICI Properties Inc (NYSE: VICI) and Gaming and Leisure Properties Inc (NASDAQ: GLPI) acquisition opportunities and other activities.
VICI: The analyst shared investor feedback on the already completed $432.9 million sale-leaseback transaction with Bowlero Corp (NYSE: BOWL).
The analyst said those more constructive on the deal noted that Bowlero is a strong operator and appreciated the company's potential to complete additional property acquisitions. The investor says that as the deal was completed with an investment spread of at least 100 bps, it will be fit for VICI.
Also, Burrows said that the investors queried that if the spread were ...