Deployment VolumesDeployment volumes were the biggest surprise to the outlook, with just $400M of spend considered, suggesting limited impact to 2025 earnings.
Investment ChallengesThe new investment guide of $375m is lower, likely due to delays on Bally's Chicago, reflecting potential challenges in meeting investment expectations.
Market HeadwindsGLPI's heavy regional gaming exposure is likely to face headwinds in certain markets due to mixed trends and supply concerns.