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    Alex [Last Name Inaudible] • Unknown

    Alex [Last Name Inaudible]'s questions to Smith Douglas Homes Corp (SDHC) leadership

    Alex [Last Name Inaudible]'s questions to Smith Douglas Homes Corp (SDHC) leadership • Q1 2025

    Question

    Alex [Last Name Inaudible] inquired about the spring selling season's demand trends, asking if weakness was consistent across geographies. He also asked for an update on the land market, including inflation and the ability to source new lots.

    Answer

    CEO Greg Bennett stated that spring demand is present but requires affordability solutions, like payment adjustments, consistently across the company's entire footprint. EVP & CFO Russ Devendorf added that while land prices have increased, they are beginning to see some moderation and have successfully grown their controlled lot count.

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    Alex [Last Name Inaudible]'s questions to VICI Properties Inc (VICI) leadership

    Alex [Last Name Inaudible]'s questions to VICI Properties Inc (VICI) leadership • Q1 2025

    Question

    An analyst from Robert W. Baird & Co. asked for VICI's latest thoughts on the New York gaming license process and the company's role leading up to a decision.

    Answer

    CEO Edward Pitoniak noted the apparent momentum for license RFPs to be submitted by summer. He confirmed VICI is a supporter of the MGM bid, as VICI owns the underlying real estate of their existing site. He stated VICI would hope to help its tenant MGM expand should they win a license, but is otherwise monitoring the process as it unfolds.

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