• Cannabis REITs: less risky choices in a risky sector

  • Feb 12 2025
  • Length: 19 mins
  • Podcast

Cannabis REITs: less risky choices in a risky sector

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  • Summary

  • Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35).

    Episode transcripts

    Show Notes:
    NewLake Capital: 9.3% Dividend Yield, No Net Debt, Rescheduling Catalyst
    Marijuana rescheduling "delayed, but not dead": report
    Best Of Breed Growth Stocks

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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