VICI Properties Inc. (NYSE:VICI) Q3 2023 Earnings Conference Call October 26, 2023 10:00 AM ET

Company Participants

Samantha Gallagher - General Counsel

Edward Pitoniak - CEO

John Payne - President and COO

David Kieske - CFO

Conference Call Participants

Anthony Paolon - JPMorgan

John DeCree - CBRE

Haendel St. Juste - Mizuho

Ronald Kamdem - Morgan Stanley

David Katz - Jefferies

Todd Thomas - KeyBanc Capital Markets

Greg McGinniss - Scotiabank

Smedes Rose - Citi

Chris Darling - Green Street

Nate Crossett - BNP

Chad Beynon - Macquarie

Operator

Good day, ladies and gentlemen, and thank you for standing by. Welcome to the VICI Properties Third Quarter 2023 Earnings Conference Call. [Operator Instructions] Please note that this conference call is being recorded today, October 26, 2023.

I'll now turn the call over to Samantha Gallagher, General Counsel with VICI Properties.

Samantha Gallagher

Thank you, operator, and good morning. Everyone should have access to the company's third quarter 2023 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 use of words such as will, believe, expect, should, guidance, intend, outlook, projects or other similar phrases are subject to numerous risks and uncertainties that could cause actual results to differ materially from what we expect. Therefore, you should exercise caution in interpreting and relying on them. I refer you to the company's SEC filings for a more detailed discussion of the risks that could impact future operating results and financial conditions.

During the call, we will discuss certain non-GAAP measures, which we believe can be useful in evaluating the company's operating performance. These measures should not be considered in isolation or as a substitute for our financial results prepared in accordance with GAAP. A reconciliation of these measures to the most directly comparable GAAP measure is available on our website in our third quarter 2023 earnings release, our supplemental information and our filings with the SEC.

For additional information with respect to non-GAAP measures of certain tenants and or counterparties discussed on this call, please refer to the respective company's public filings with the SEC.

Hosting the call today is Ed Pitoniak, Chief Executive Officer; John Payne, President and Chief Operating Officer; David Kieske, Chief Financial Officer; Gabe Wasserman, Chief Accounting Officer; and Louie McCluskey, Senior Vice President of Capital Markets. Ed and team will provide some opening remarks, and then we will open the call to questions.