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Buy These 7-13% Yields While The Market Ignores Value

Seeking Alpha
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⚡ Quantum Brief
Two high-yield investments—Blackstone Secured Lending Fund (BXSL) and VICI Properties—are trading at discounts amid March 2026 market volatility, offering 13% and 6.7% yields respectively with strong downside protection. BXSL provides a 13% yield at a 12% discount to net asset value, backed by 97.6% first-lien debt and low non-accruals, with disciplined underwriting and exposure to resilient software sector loans. VICI Properties yields 6.7% with a 65% payout ratio, secured by long-term triple-net leases and inflation-linked rent escalations, ensuring stable cash flow and capital preservation. Both assets combine high income with capital appreciation potential, leveraging defensive structures—BXSL’s secured lending and VICI’s real estate leases—to mitigate market downturn risks. Analysts highlight these as undervalued opportunities for income-focused investors, emphasizing margin of safety and total return potential during broader market neglect of value plays.
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Gen AlphaInvesting GroupFollow5ShareSavePlay(12min)Comment(1)SummaryBlackstone Secured Lending Fund and VICI Properties present high-yield, discounted opportunities amid market fear, with strong downside protection and dividend coverage.BXSL offers a 13% yield, 12% discount to NAV, 97.6% first-lien debt, and resilient software sector exposure, with disciplined underwriting and low non-accruals.VICI offers a 6.7% yield, 65% payout ratio, long-term triple-net leases, and inflation protection.Both BXSL and VICI are positioned for robust total returns, combining income with capital appreciation and significant margin of safety.Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More » Vivek Vishwakarma/iStock via Getty Images It pays to have dry powder on hand for amazing buying opportunities as they come up. The current market downturn can be trying times for those who are in the market just for capital gains.This article was written byGen Alpha23.08K FollowersFollowI am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium- to long-term horizon. I provide high-yield, dividend growth investment ideas in the investing group iREIT®+HOYA Capital. The group helps investors achieve dependable monthly income, portfolio diversification, and inflation hedging. It provides investment research on REITs, ETFs, closed-end funds, preferreds, and dividend champions across asset classes. It offers income-focused portfolios targeting dividend yields up to 10%. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of BXSL, 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. I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged and expected to perform due diligence and draw their own conclusions prior to making any investment decisions.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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