As John said in his opening remarks, International travel to Vegas has rebounded stronger than any place else in the U.S. and probably one of the strongest international travel rebounds around the world.

Aug 1, 2024 / receipt, needs a key / John, other | earnings call 2024-08-01 | transcript 462b6507-3863-444a-89ee-217a65eaa871 | chars 27816-28019 | segment 27

Number two, as the only S&P 500 REIT predominantly invested in the gaming industry, given 90% of our rent roll is derived from gaming investments, our team travels far and wide, visiting properties, studying new markets, assessing the landscape, and meeting with operators across regional, Las Vegas, and even international locations.

Feb 23, 2024 / receipt, needs a key / John Payne, President and Chief Operating Officer | earnings call 2024-02-23 | transcript 2722535c-5088-4211-831b-119610eaefd2 | chars 10038-10372 | segment 9

We also remain focused on international opportunities, with the team traveling the globe this year meeting new potential partners.

Jul 27, 2023 / receipt, needs a key / John Payne, President and Chief Operating Officer | earnings call 2023-07-27 | transcript 93a98cc2-5c56-4d9c-811c-1e25ce1524a2 | chars 10908-11038 | segment 10

David, just because we've been talking a lot about non-gaming, I think we'll probably continue. It shouldn't be lost that we continue to travel the world in studying gaming assets. You shouldn't take that a lot of the conversation is about these great new partnerships that we've formed in the experiential sectors that somehow we've lost sight of how great the casino business is. We are continuing to do that and put resources to studying unique opportunities all over the United States and the world.

Jul 27, 2023 / receipt, needs a key / Ed, other | earnings call 2023-07-27 | transcript 93a98cc2-5c56-4d9c-811c-1e25ce1524a2 | chars 22576-23079 | segment 23

Yeah, I mean, we are following the same plans that we have since we started the company, is continuing to build relationships, like you said, with our existing operators. and meeting the operators that we've not been fortunate yet to do business with, educating them on how our capital can work, how we can help them grow once we're partners, how we can use a property growth fund to help them grow, traveling not only domestically as we started the company, but now, as you can see, we've been in Canada and acquired some real estate in Canada, and we're traveling the world to find other unique opportunities that are out there.

Jul 27, 2023 / receipt, needs a key / John, other | earnings call 2023-07-27 | transcript 93a98cc2-5c56-4d9c-811c-1e25ce1524a2 | chars 29334-29964 | segment 29

Look, I think we've talked to a bunch of our companies so far, all of them over the past several months looking for some know perspective that may indicate some kind of a turn in the consumer economy or in the business economy and i think you may have a unique perspective because you stay you know close to your tenants uh and i just wonder you know what your what you know what you're hearing and seeing i know john travels around quite a bit you know is engaged on the gaming side uh but you know if there's anything outside of gaming that we can talk about You know, what is your sort of economic view?

May 2, 2023 / receipt, needs a key / David Katz, other | earnings call 2023-05-02 | transcript 8e828838-a049-4f63-8f60-6c3a1205c158 | chars 22418-23024 | segment 22

I'm spending a lot of time on the road doing that and letting the others know how we already have partners with three Native American nations.

Feb 24, 2023 / receipt, needs a key / John, other | earnings call 2023-02-24 | transcript 79f454c8-0b6a-4872-a1fc-6f88cbded08d | chars 45284-45426 | segment 46

But one very specific question, as I talk to operators in gaming who I would have classified 12 months ago as kind of never counterparties for you, my sense is that there might be some softening to that end in those conversations. Would you concur with that?

Oct 28, 2022 / receipt, needs a key / David Katz, analyst | earnings call 2022-10-28 | transcript 09b4adcd-480d-4371-ba74-9011e0b6644e | chars 46130-46388 | segment 47

And so we are organizing, we're meeting, we're traveling, we're doing all that right now, Tony, and we'll see how it plays into our growth, but we feel really good about the magnitude of opportunities that we see in front of us.

May 5, 2022 / receipt, needs a key / John Hill, CEO | earnings call 2022-05-05 | transcript e45bcbdb-2e89-4f25-a6d3-f5c1c4aa6ef9 | chars 18777-19005 | segment 18