Ed Pitoniak

“I got back in, and thank you for that, John, and thank you, Samantha, and good morning, everyone. In a moment, you'll hear from John Payne on our investment outlook and activities, and from David Kieske on our financial results and updated guidance.”

“We're especially grateful for your presence today because we know that yesterday after market, you dealt with an absolute flood of earnings releases in your coverage area.”

“I want to start by talking about something we probably won't get asked about much during the upcoming Q&A, and that's our Q3 earnings growth. For Q3 2025, we grew our AFFO per share earnings by 5.3% versus Q3 2024.”

“You know, Barry, I'll just add, so I live in a state, Rhode Island, where the motto is the lively experiment and i would say that american gaming is engaged right now in a lively experiment on how how the sector will continue to evolve uh both brick and mortar and digital uh and of course in the case of digital both…”

“Over the next few minutes, John will talk to you about our exciting new relationship with Red Rock Resorts and our other growth activities, and then David will discuss our recent refinancing, our results, and our increased guidance.”