Gaming And Leisure Properties, Inc. · NASDAQ:GLPI
Gaming And Leisure Properties — Merger or Acquisition (February 2026)
6 slides from Gaming And Leisure Properties's merger presentation, Feb 11, 2026
Slide 1: Bally's Lincoln Acquisition Presentation
Bally’s Lincoln Acquisition Presentation February 11, 2026
Slide 2: Forward Looking Statements
Forward Looking Statements This press release includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including our expectations regarding anticipated future rent coverage,
Slide 3: Transaction Overview
Transaction Overview Key Transaction Details Geographic Positioning • On February 11, 2026, GLPI completed the acquisition of Bally’s Lincoln. The transaction is primarily debt funded and is immediately accretive to GLPI AFFO per share. • On a pro-forma basis for the transaction, GLPI remains below
Slide 4: Acquisition Strengths
Acquisition Strengths Premier Asset Acquisition 1 • The acquisition of Bally’s Lincoln adds a premier asset, in the healthy Rhode Island gaming market, to the GLPI portfolio. In 2025, Bally’s Lincoln generated over $490 mm in GGR, while Bally’s Corp. continues to benefit from the launch of iGaming i
Slide 5: Property Overview
Property Overview Property Summary Competitive Landscape • Bally’s Lincoln continues to be one of the top performing regional casino properties in the U.S. (>$490 million in GGR in 2025) • Bally’s Lincoln is located on ~190 acres in Lincoln, RI, ~5.5 miles north of Providence • The property is acces
Slide 6: Bally's / GLPI Relationship: Portfolio Summary
Bally’s / GLPI Relationship: Portfolio Summary Growing Footprint of High-Quality Regional Casino Assets NY RI NJ IA NV IN DE IL CO MO MS New GLPI Bally’s Acquisition LA Existing GLPI Bally’s Asset Other Bally’s Asset Source: Company Filings. 6
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