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NewLake Capital, IIPR and cannabis REITs

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Manage episode 421208171 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast.
Show Notes:
My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth
Innovative Industrial Properties: 7.2% Dividend With Visible Near-Term Catalyst
Bengal Capital FY2023 Letter
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)
  continue reading

171 episodes

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NewLake Capital, IIPR and cannabis REITs

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Manage episode 421208171 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast.
Show Notes:
My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth
Innovative Industrial Properties: 7.2% Dividend With Visible Near-Term Catalyst
Bengal Capital FY2023 Letter
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)
  continue reading

171 episodes

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