Industry Revenues:

• Gambling and Leisure Properties: 100%

Top 3 Markets:

1. USA: approx. 95%
2. Canada: approx. 3%
3. Other International Markets: approx. 2%

Gaming and Leisure Properties, Inc. (GLPI) generates its revenues mainly from owning and leasing properties used for gambling and leisure activities. The majority of the income comes from the USA, as the company owns and operates most of its properties there. Canada and other international markets account for only a small portion of the revenue, as GLPI primarily focuses on the US market.

Production: No physical production

Gaming and Leisure Properties, Inc. (GLPI) is a Real Estate Investment Trust (REIT) that focuses on owning properties in the gaming and leisure industry. The company does not produce physical products. Instead, it owns and leases properties to casino and leisure facility operators. Therefore, the question of production sites is not relevant for GLPI.

Current Dividend Yield: 6.5% (2025)

Real Estate Portfolio Growth: 8% (last year)

Gaming and Leisure Properties, Inc. (GLPI) pursues a growth strategy that heavily focuses on expanding its real estate portfolio. The company continuously invests in acquiring new casino properties and looks for opportunities to expand or enhance existing properties.

Another key focus is on diversifying revenue sources. GLPI is working to secure its rental income through long-term lease agreements with leading casino operators, ensuring stable and predictable cash flows.

In addition, GLPI is exploring strategic partnerships and joint ventures to gain access to new markets and capitalize on the growing demand in the gambling industry. This strategy allows the company to strengthen its market position while minimizing risk.

Current data on commodity imports: Not specifically available (as of 2025)

Gaming and Leisure Properties, Inc. (GLPI) is a Real Estate Investment Trust (REIT) specializing in owning properties in the gaming and leisure sector. As GLPI primarily acts as a property owner and lessor, the company itself does not import commodities or materials on a large scale.

If renovations or construction projects are to be carried out on the properties held by GLPI, construction companies contracted by GLPI could import materials such as steel, concrete, or wood. The origin of these materials depends on the construction companies and their supply chains, which can often be regional or international in scope.

For specific information on the imports of commodities or materials by construction companies on behalf of GLPI, a detailed analysis of the construction projects and the involved suppliers would be required.

Market Share: 30% in the casino real estate sector (2024)

EBITDA Margin: 75% (2024)

Gaming and Leisure Properties, Inc. (GLPI) has a significant competitive advantage in the casino real estate sector. With a market share of approximately 30%, GLPI is one of the leading players in this sector. The high EBITDA margin of 75% demonstrates the efficiency and profitability of the company, indicating a strong negotiating position and effective cost control.

Another competitive advantage of GLPI lies in its business model as a Real Estate Investment Trust (REIT), which enables stable and predictable income through long-term lease agreements with leading casino operators. This provides the company with a certain resilience to economic fluctuations.

Additionally, GLPI benefits from its strategic partnership with major casino operators, further strengthening its market position and opening up future growth opportunities.

Institutional Investor Share: approximately 85% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant changes reported (estimated for 2025)

The institutional investor share in Gaming and Leisure Properties, Inc. is traditionally high, as it is an established company in the leisure and gaming real estate sector. Such companies are often attractive to institutional investors due to their stable cash flows and dividend yields.

Regarding insider buys and sells, there have been no significant transactions in the past that would indicate a change in management's confidence in the company's development. This suggests a stable internal assessment of the company's performance.

Market share of Gaming and Leisure Properties, Inc. (GLPI): Approximately 25% (estimated for 2025)

Top competitors and their market shares:

1. VICI Properties Inc. - Approximately 30%
2. MGM Growth Properties LLC - Approximately 20%
3. Caesars Entertainment, Inc. - Approximately 10%
4. Pinnacle Entertainment, Inc. - Approximately 8%
5. Boyd Gaming Corporation - Approximately 7%

Moat of Gaming and Leisure Properties, Inc.:

Gaming and Leisure Properties, Inc. (GLPI) has a significant moat due to its extensive real estate holdings and long-term lease agreements with leading casino operators. This approach provides stable and predictable income, which is advantageous in the real estate industry. GLPI has secured a strong market position through strategic acquisitions and partnerships.

Compared to competitors, especially VICI Properties, which also holds a large market share, GLPI is in a strong position. However, VICI, with its close connection to Caesars Entertainment and an aggressive expansion strategy, also has a significant moat.

Other competitors like MGM Growth Properties and Caesars Entertainment have strong positions as well, but they are more exposed to operational risks in the casino business, while GLPI and VICI can achieve more stable income through their Real Estate Investment Trust (REIT) structure.

Overall, GLPI has a solid moat, but the competition is intense, and the advantages often depend on strategic decisions and market conditions.

Revenue Growth: 7.5% (2024) FFO Growth: 6.8% (2024) Dividend Yield: 6.2% (2024)

Gaming and Leisure Properties, Inc. (GLPI) recorded a revenue growth of 7.5% in 2024, indicating stable demand in the real estate sector for gaming and leisure facilities. The growth in Funds from Operations (FFO), an important metric for REITs, was at 6.8%, reflecting solid operational performance.

The dividend yield of 6.2% is attractive for income investors and reflects the company's ability to provide stable and regular payouts. This is particularly important for investors reliant on consistent returns.

In summary, GLPI demonstrates stable financial performance with solid growth in revenue and FFO, coupled with an attractive dividend yield. These factors make the stock a potentially good investment, especially for investors interested in stable returns.

Dividend Yield: 6.5% (estimated for 2025)

Dividend History: Continuous payout since 2013

Gaming and Leisure Properties, Inc. (GLPI) is known for its reliable dividend policy. Since its founding in 2013, the company has continuously distributed dividends, indicating a stable financial foundation and a solid business model.

The estimated dividend yield of 6.5% in 2025 is attractive and above the industry average. GLPI generates stable income from its real estate rentals in the gaming sector, which supports the reliability of dividend payments.

Analysts view GLPI's dividend policy as sustainable as long as the company successfully manages its lease agreements and demand in the gaming sector remains stable.