IIPR
Innovative Industrial Properties Inc
Mentions (24Hr)
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Reddit Posts
$RGBP Must read mRNA #FDA in play!
Curaleaf (CURLF) Analysis: The Rise of the Marrijuanas
NY Times - More than one-fifth of people who use cannabis struggle with dependency or problematic use, according to Journal of AMA
Innovative Industrial Properties stock rises after Q4 revenue, earnings beat (NYSE:IIPR)
How I feel right now, holding my loser IIPR calls I was told to sell…
IIPR Puts update-Dealing a hot Deck-November Update
IIPR-Puts Goldilocks Zone play for the next few days Flair as discussion bc it was rejected as D-D for some reason
IIPR-PUTS Saga Continues with a little Bonus for today
Innovative Industrial Properties / IIPR. I don't understand this stock at all.
IIPR PUTS Play Update-New info and Positions, Haters can dance on the grave of my 8/19 Puts…But I am still right
IIPR Puts Round 3 with New Positions and News reported this morning. The other shoe is dropping
IIPR Puts Play Update (after earnings) with new Positions
We are blessed to be humbled so early in our investing careers
Don't wait for Legalization: 4 Cannabis Stocks to Consider: $GRWG $GTII $INNO $IIPR
IIPR-From when I posted it until today about a 28% fall. And to the clown who complained that I didn’t post a position immediately since it was a Saturday and I was/ am still building it. This still has plenty of way to go tards. Jump in
I tried telling you all about IIPR. But now I have the proof!!
Shorting IIPR; Innovative Industrial Properties, Inc.
What’s your top three picks for the sector.
Are there any downsides to reallocating my portfolio to index funds?
Correct thesis on a company, not getting rewarded
Innovative Industrial - insider selling (IIPR)
Is Innovative Industrial Properties Stock In The Cannabis Space A Good Stock? Innovative Industrial Properties (IIPR) has a history of high growth and has gained more than 1,100% in the past five years
Which should I tax loss harvest, PYPL or TTD to go in to IIPR
So which should I tax loss harvest PYPL or TTD to go into IIPR
Y'all should check out AFC Gamma: mERIT for cannabis loans
(NYSE:IIPR) This cannabis REIT has HUGE potential!! DD & price target! A weed stock golden ticket...
Best Marijuana Stocks To Buy In 2021? 4 For Your Watchlist
KSHB - a condensed thesis on the qualitative factors behind KSHB and their upcoming GNLN merger
A follow-up DD on the Michael Burry Psyops post regarding KSHB. See inside for a condensed bull thesis.
Michael Burry tweeted a hidden ticker in 4 recent tweets (opinion + analysis inside)
Let's try a new "market sentiment" hot take, called Trade, Invest, Short
Volatile times in the cannabis sector, turn to pick and shovel plays!
I want your thoughts on some stocks im thinking about
Stock: Innovative Industrial Properties - IIPR
Does a limit order to buy IIPR set at $165.00 (current market price at $184.81) seem reasonable?
Recommendation Needed: Which medical marijuana stocks should we buy?
I'm not sure the bear case of $IIPR is correct.
Let's look at how 2 sperate MSOs spent $60,000,000. Who do YOU think made a better choice. (TruShit and 4Front).
$SVRA SAVARA INC' Lowfloater Healthcare boop "Outperform rating" Circuit breaker?
Mentions
Buy a little brb.b, googl, ivv and IIPR almost daily. Added v, ma, pypl, am ex and cof today (new positions).
Ivv, brk.b, googl and IIPR
Ivv, Googl, brk.b and IIPR
IIPR and the dividend. True story about a 9% yield. Anyone loading up?
IIPR is paying 15% right now too come on you can beat 4%!
Canadian names going green today - ice move on jazz this week - need chron, OGI and IIPR to pump now.
I dumped all my CRON, finally dumped IIPR: both dead money. CRON: never moves, allergic to $3, even if we hit a hype cycle its going to under perform. IIPR: ridiculous dividend but the share price just keeps getting ripped into, false gains. Next up TCNNF: far to much debt, far to much risk tied to Florida exposure/vote, huge tax liability, stalled growth. Looking to exit entire position by the end of April, hoping to sell half at $9 other at $10 from some random hype cycle but if nothing by the end of April... I'm out. That'll leave me just GTBIF and despite their resilience... they can't do it alone, so sick of "the best" being dragged down by a sector that has so many problems. I'll move to the "best" in another sector and just walk away from this forever. I haven't decided my move yet for GTBIF... but its a ticking clock.
Current common stock holder. Got in a long while back, I think around 2019/2020. Unfortunately, I’m underwater as I bought more as stock price went up. Biased, but I think the stock is beaten up. Fact of the matter is: all debt (including preferred) is 385mm. Just real estate assets alone are over 2bn. Equity to common holders based off that is 1.6-1.7 bn but stock is trading near 1.3bn… book value is even higher at 1.8-1.9bn. I think there is virtually no chance of default as well, IIPR can easily refinance debt with their current leverage profile. It’s all about future prospects, which tbh, have been frustrating to deal with as their tenant diversification has stagnated. Really have no idea why people always cite SAFE act as being bad for IIPR, if anything, it’ll be great as it’ll help their tenants be more bankable and have less headwinds. This is corroborated by IIPR Stock price action which goes up when progress is made here, if you actually watch. Again, biased, but I think common is better play than pref because divy is higher (and unless they cut by like 30%, will remain higher) and you also get to realize upside potential. Both sre good plays though imo
"On the other hand operators will have access to better capital with SAFE on the horizon." This sounds bullish, not bearish, for IIPR. Leases don't expire for more than a decade.
I am by no means saying cannabis will never be profitable, although I do have serious doubts due to the presence of the black market. The price of all these (marijuana) stocks and etfs have come down to somewhat more reasonable/potentially investable prices. However, so many hoops to jump through to grow/sell marijuana legally. Anyway, my point was just that when these stocks were all the rage a few years ago I received emails every day recommending the next great marijuana stock to buy, just like now with AI. Seems to me every time the hype gets this big it is time to get out! I do own IIPR preferred shares, so hoping these companies will survive!
I thought I found infinite money glitch with IIPR, not so much.
I think if you're skiddish buy IIPR, if not, MSOS.
I am looking at cannabis stock with long days to cover and high - mid short interest, curious how others are trading **cannabis names today** given recent sector momentum and short setups. quick snapshot of some tickers I've looked at today source: fintel any catalyst on radar? ACB Days to cover -> 8.43 SI -> 12.37 IIPR Day to cover -> 11.83 SI -> 8.85 YCBD Days to Cover -> 4.19 SI -> 8.80 OGI Days to Cover -> 12.52 SI -> 5.32 IMCC Days to Cover -> 2.88 SI -> 4.13
The point i was making is that after 2008 was the longest bull run in US history which was about the easiest possible time in history to make money in the stock market. I don't really have a 17 year chart to show my performance against the total market but given my more recent performance I don't see how I could not be. Just the nature of being early on stuff like NVDA, getting all the run up on IIPR and taking profits before it crumbled, just being heavy on key technology stocks in general.
IIPR seems like a good find, damn.
#TLDR --- Ticker: IIPR, TLRY, HMY Direction: Up Prognosis: The landlord always wins. Buy the cannabis REIT (IIPR). Catalyst: DEA rescheduling to Schedule III will kill the 280E tax burden, making tenants profitable and IIPR a safer bet. Future Medicare/Medicaid coverage for FDA-approved cannabinoid drugs is the pharma-play catalyst. Strategy: Stop chasing dispensary hype. The real money is in the "picks-and-shovels" (IIPR) and pharma-grade (HMY) plays that benefit from federal changes without touching the plant.
All you folks interested in TLRY: READ THIS! Everyone focuses on state dispensaries or adult-use legalization. The bigger catalyst is federal: DEA rescheduling to Schedule III → kills the 280E tax stranglehold, improves cash flow for operators, and makes capital easier to raise. FDA-approved cannabinoid drugs → potentially reimbursed by Medicare/Medicaid. CMS already covers FDA-approved cannabinoid meds like Epidiolex (CBD) and dronabinol (THC). That’s a real healthcare market, not just dispensary sales. So I’m aiming for exposure where those two currents overlap: pharma-grade cannabinoids, ancillary infrastructure, and real-estate cash flow.- My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure. --- What I’m hunting next I want more U.S. pharma/ancillary exposure that will benefit from: Schedule III rescheduling (banking, taxes). FDA-approved cannabinoid drugs being covered under Medicaid/Medicare. Non-plant touching businesses (labs, packaging, compliance, logistics). Names on my radar: Green Thumb Industries (GTBIF) – Large MSO in the U.S. KushCo (KSHB) – Ancillary packaging/compliance. Other U.S. biotechs with cannabinoid pipelines. Raw CBD/hemp oil ≠ reimbursable. FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits. Global names like Tilray = diversification. IIPR = steady cash flow, dividends, and less regulatory exposure. Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.
My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure.
My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure. What I’m hunting next I want more U.S. pharma/ancillary exposure that will benefit from: Schedule III rescheduling (banking, taxes). FDA-approved cannabinoid drugs being covered under Medicaid/Medicare. Non-plant touching businesses (labs, packaging, compliance, logistics). Names on my radar: Green Thumb Industries (GTBIF) – Large MSO in the U.S. KushCo (KSHB) – Ancillary packaging/compliance. Other U.S. biotechs with cannabinoid pipelines. Raw CBD/hemp oil ≠ reimbursable. FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits. Global names like Tilray = diversification. IIPR = steady cash flow, dividends, and less regulatory exposure. Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.
- My current holdings Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech. Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods. Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure. --- What I’m hunting next I want more U.S. pharma/ancillary exposure that will benefit from: Schedule III rescheduling (banking, taxes). FDA-approved cannabinoid drugs being covered under Medicaid/Medicare. Non-plant touching businesses (labs, packaging, compliance, logistics). Names on my radar: Green Thumb Industries (GTBIF) – Large MSO in the U.S. KushCo (KSHB) – Ancillary packaging/compliance. Other U.S. biotechs with cannabinoid pipelines. Raw CBD/hemp oil ≠ reimbursable. FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits. Global names like Tilray = diversification. IIPR = steady cash flow, dividends, and less regulatory exposure. Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.
Also, I had a better stomach to the lows this year, most recently, and not to sell, and plug my nose every now and then and buy when others were selling. Which my margin would be up anyways at that point. Gotta grab some deals! It helps owning VXX UVXY UVIX at that time, and then switch to SVXY SVIZ ZIV. Made some profits. ZiV is an interesting one. Pays about 24% dividend equally distributed to each month. I'm not up on that one. Or on IIPR. I've owned that one for a while, just like AEM.
IIPR loses their competitive advantage when big commercial RE is allowed to play around in the sector.
Is no one a fan of IIPR? They actually make money, and pay a dividend.
IIPR has made my asshole feel funny....and not in a consensual way at all.
Scott's miracle grow and a IIPR.
Sold TLRY in the 70s and IIPR when it was like 180+ and never looked back.
IIPR during COVID had a nice boom but yeah for the most part investing in weed is a great way to slowly become depressed
Just dca IIPR and chill. Enjoy your 9 % div and exposure to the entire weed market.
Unless you grow grass, you ain't a weedstock. Some people call SMG, IIPR, and HITI weedstocks, but if we're going to count them as weedstocks, we may as well count the companies that make floor cleaners, rubber gloves and HVAC filters used in cultivation weedstocks, too. Then again, weedstocks have been taking off the past week, these guys.. not so much. All HITI makes is plastic, mylar, and glass trash that they put discount weed into and wholesale. On the other, much smarter almost-half brain I have says that yeah, their data skillz and marketing could get them faithful medical subscribers in Germany, perhaps other places where "discount" 2nd rate med weed is in demand.
I’m still bullish on CROX. I think we’ll see a solid showing for IIPR and VFF.
IIPR great play, near 52 week low, strong dividend
I do not know how you look at tilray, cgc and acb and conclude that they have 'low p/e, consistent revenue growth or good balance sheets'. Maybe the balance sheet for acb is solid but thats after printing a trillion shares. None of these companies have ever made a dime selling cannabis and just these 3 companies collectively have burned over 15 billion dollars investor money. None of these companies have any growth when accounting for the trillion shares they printed. There are good cannabis stocks. They are mostly smaller and overlooked. Green Thumb is usually top dog in any concersation about quality. high Tide, trulieve, OGI, VFF, Auxly, rubicon, glass house, IIPR are some names that I would call 'high quality cannabis' but every company in this sector needs to be scrutinized intensely before investing.
IIPR - weed stocks were gonna be big in 2017. I do a bunch in real estate as well (rentals etc). So when I learned about a company that was buying agricultural land to lease to weed farms etc, seemed to be a weed / real estate match made in heaven. Bought a bunch at ~$16 as a gamble with almost no other research. Sold some at almost the ultimate peak when it first popped off - $123 in 2019. Then the rest around $150 (little early for the peak in late 2020. Not retirement money, but definitely a gamble win that made up for a lot of losses.
I see some good market reactions. Mediocre earnings are holding in there (so far on day one) and the stronger earnings are being rewarded. IIPR and CRON had good earnings. TCNNF, GTBIF, meh earnings but not the worst day.
Earnings day for GTBIF, CRON, IIPR, and alike
I can attest to both of these. I was doing very well selling IIPR, then doubled down when I noticed a high premium, missing the earnings date. Lost 6 months of premium when they issued earnings w/poor guidance.
IIPR is getting very cheap. Way below net asset value, might have a 20-30% upside over the summer. Just have to watch for more news on there tenants.
Why is IIPR up today? Did that idiot who runs MSOS add it to the fund?
What happened? I can't find any info on IIPR?
Holy Christ, IIPR is looking to break $50 a share....
Cannabis stocks down with the overall market, but the IIPR news is sure to be an extra drag. I can't believe there were people thinking it was a good investment after the Pharma default, like ffs do you not see the writing on the wall?
I’ve been saying for a long time the first Pharma rent default months back was just the tip of the iceberg. All those guys talking about how IIPR and NLCP had good coverage ratios, but blindly ignoring the risks of their tenants. I would not touch any of these reits, expect them to continue to selloff. Maybe there’s value in the preferred or the bonds, but personally I would rather buy ACB stock and write options against it then buy a security in one of these risky reits.
$IIPR Tenant Defaults: Innovative Industrial Properties, Inc. announced a tenant replacement and renewal initiative to improve its real estate portfolio, declaring defaults on leases totaling $13.1 million from tenants 4Front, Gold Flora, and TILT, as well as a $16.1 million loan default on a secured note due to non-payment as of March 28, 2025. https://stockinsights.ai/us/IIPR/8-K/disposals-and-divestitures-20250328-fb7?utm_source=twitter&utm_medium=social&utm_id=secfilingsdigest 2 of these are current MSOS holdings, but only .19% of the book
It’s a REIT, so not apples to apples at all. In fact their entire business model is predicated on egregious lease terms because Cannabis operators can’t access (or limited access) to traditional financing. Ironically, legislative changes like safe banking could be a dagger for IIPR, but the current environment where companies are becoming insolvent is ruining their business model. I see IIPR as a damned if you do, damned if you don’t, lose/lose scenario. People more in the know have written about IIPR on SA, don’t read the articles, read the comments and you’ll see.
Not sure how to think about IIPR. I'm not savvy enough to really predict what all the moving parts mean for future cash flow and if that means the dividend is secure. Its still almost the only cannabis stock that didnt see a total wipeout so they got that going for them.
Not sure if anyone caught the downgrade on IIPR? Price lowered to $60. On top of that, a filing today suggest the Pharmacann delinquencies have persisted and IIPR might have to evict them. I’ve been very vocal against investing in IIPR and NLCP because of the underlying health of the industry, but the REIT guys for the most part don’t want to hear it!
Well I finally threw in the towel and sold my MSOS holdings. Not quite sure what my original cost is at this point, I’ll have to comb through my statements later to try and get an exact figure, but I’m probably looking at a cumulative loss of about 85-90%. I’ll be rolling the proceeds into GTI and IIPR. I’ve been combing through the financials of the other holdings in MSOS and they’re all either very unprofitable, very laden with debt, or both. Even if the senate passes SAFE this year, GTI and IIPR are the most well positioned to benefit from that. GTI has the best EBIT margin behind IIP, and IIP has almost no debt relative to their capital so they have tremendous room to leverage their balance sheet in the event of federal reform. GTI and IIPR both have some semblance of a price floor, and they have cash in the bank to continue growing operations without diluting shareholders. I’ve generally agreed with Dan Ahrens selection, except for his dispersion of IIPR. If he had held that allocation it would’ve been the best performing asset in the fund besides cash. Other than that, I don’t blame him for the poor performance of the sector as a whole, nor do I hold a grudge. I’m grateful that him and his team helped serve as a guiding light for my portfolio in this turbulent sector. Once I finish rebalancing my positions, I’ll be taking a break from investing while I pay down my auto loan. It’s been a heart wrenching experience to watch everything unfold over the past 5 years, and I hope to come back to both investing and this sector with a renewed perspective. One final note: keep a diversified portfolio, both inside and outside of the sector. Cheers.
People were so sure about KULR, that’s one that I bought a while ago that turned to shit. And of course Cannabis stock like IIPR years ago. Go for it, buy them lmao.
It’s also not hard to argue that you’re overly lionizing GTI and IIPR is a in-progress disaster.
Selling the best performer in the sector to load up on all the laggards and losers is the dumbest move I've seen Dan make since selling off his stake in IIPR. I stopped buying MSOS back in November to focus on accumulating more GTBIF shares after the big sell off. I'll be sticking with GTI and IIP until I see some improvement in the financials of the other MSOs.
Looks like they ended up restructuring the lease. Great news for IIPR
What I’m expecting here is that the IIPR price will remain stunted and depressed until there is confirmation that PharmaCann secures its senior secured credit facility by June 30. If PharmaCann bleeds itself for the next 3 months then Wall Street is probably pricing this in as a potential hole in their balance sheet for an extended period of time (months-years), especially if there isn’t another cannabis company with the financial ability to acquire all of PharmaCann’s assets in a short period of time…
Yeah but it lost like 25% on this news! Doing some math on the revised terms here: $2.8M - $2.6M = -0.2M x 9 properties x 12 months = $21.6M reduction in revenue per year (-7% discount on current rent). PharmaCann’s 11 properties represented 17% of IIPR’s assets. Now they will divest 2 and keep 9, so PharmaCann’s 9 properties now represent approximately 14% of IIPR’s assets. 2 of their properties will cease collecting rent (rent abatement) for 6 months (Feb-July). $1.3M x 2 properties x 6 months = $15.6M decrease in revenue for 2025 and will impact Q3 and Q4. So Q3 and Q4 expect to be seeing a -$13.2M hit on revenue each quarter. **Guessing this doesn’t represent the current price of $69.86**
IIPR up almost 12% pre-market. Someone commented they thought maybe this was a lease renegotiation tactic a while ago and I thought they were crazy but maybe they were not.
Jones Soda JSDA and Innovative Properties IIPR on the move. IWM small cap up in premarket, we may see some movement today.
Don't think I can add anything that isn't publicly available. Given IIPR can't take over the assets with their NYSE listing, my assumption is that it heads towards a re-negotiation similar to what New Lake did with Rev Clinics
Paging u/CannaVestments - if we can understand the current vitality of PharmaCann then it could lead us to a +25 or +35% opportunity for IIPR.
Absolutely, what I can’t account for is how these public co are able to hide this shit for so long, especially less watched ones like them. Fundamentally IIPR is worth half of what they are at now maybe less.
IIPR, not a penny stock but good growth potential in this sector especially after the recent sell off
The fact that you had $1 million to spend on a Cannabis company and you chose TLRY is nuts. Green Thumb has insane financials. CRON has a billion dollars in the bank and Altria behind them. VFF has penny stock breakout potential. IIPR is a real estate / cannabis play. High Tide is showing retail promise. And you went with Tilray. I wish you the best of luck, you're going to need a short squeeze because anyone who remotely understands financials is staying away from this unprofitable dilution death spiral.
What is PharmaCann's contribution to IIPR revenue? Percentage-wise? Do you know? I am considering hopping on the calls with you.
I bought calls on IIPR, only a $2k bet. Reminds me of a play I had a few years ago on Luckin coffee. Aggressively bought around $1-2 after the trading halt due to an “accounting fraud” that was overblown. Races up to around $18 when I sold out. Obviously this won’t be the same type of opportunity, but I’m making a bet on the default being a negotiation tactic due to uncertainty with a new administration coming in. Maybe there’s a slight reduction in rent, but I think it’s overblown.
Which ticker? Calls on IIPR? MSOS?
I agree to a certain extent, but I like Alan Gold and the team at IIPR having a solid history of running REITs efficiently and well. They still own the properties so as long as people carry on wanting to cultivate weed there will always be a market for their product (until full legalisation but that's decades away)
Big yikes, IIPR was pretty much my last bastion for this sector. It'll be interesting to see how the proceedings go.
Canary, don’t let your investments blind you to the fact that if more operators stop paying leases IIPR will fall. Also interest rates don’t seem to be dropping. IIPR down like what -60% already from its highs?
Funny IIPR was a darling, now look
> At current share prices IIPR is yielding ~10%. But that's going to get cut, since PharmaCann is 17% of holdings.
Noah from Advisorshares is essentially victory lapping because they don't own IIPR? Pretty tone deaf.... https://x.com/HammanShares/status/1870122047952605415?t=myW7-RnvYYD4-ebCssFuIg&s=19
MSOS has been inversely correlated with IIPR for a while. Not surprising to see a strong MSOS day when IIPR is dropping
The shorts must have taken Friday off. Nothing but green for no reason on low volume, except for IIPR. I'm sorely overly invested to feel hope on a Friday but here we are splashing around in the green. Go VFF.
Pharmacann just defaulted. 17% of IIPR
All the cannabis companies not being able to pay rent to IIPR will cause it to collapse lol. Tough
IIPR anout to have a lot of distressed assets to start a cannabis company with hahaha
IIPR is now down near its 3-year low. At current share prices IIPR is yielding \~10%. For comparison - at current share prices MO is yielding \~7.75%
IIPR seemed like a great field to get into, but it looks like they're net negative for the year and just above flat for 5 years. What caused them to take such a beating lately? I think commercial real estate is a bad idea right now. So much of that is office space, and employees are fighting tooth and nail against going into the office. Companies are reporting to straight up firing people and hiring other people who aren't used to being able to be remote. Multi-family housing seems like a wonderful investment. That market can only grow as SFH prices continue to rise, and population growth continues to lead to land shortages. All in all you gave a great list of things to look into. Thank you! PS: Ford wasn't garbage for a long time. Their shares were undervalued, especially considering their foreir into electric vehicles, which at the time was early, and their dividends were one of the highest out there. Oh, and if you owned a hundred shares they'd give you dealership pricing on a car! Not that I'd drive anything Ford except a Mustang, but still! I haven't looked at them again since they canceled their dividends four years ago, so they might be utter garbage now. I bought a handful of their stock when it was like $4. Then I sold that stock to be a part of history with the whole GME craze. Lol, I couldn't resist. Thankfully I made a little, but not much. I sold that shit and just put it all into VTI. Now I am looking into dividends shares again, so I appreciate the advice. Thanks!
Ford has been garbage for quite some time. There are solid ETF and dividend companies worth owning. Energy and utilities are doing great and expected to have strong demand. Business Developing Companies (venture capital firms run like a REIT) are churning pretty awesome results. Both Pfizer and UPS went through some rough terrain but their earnings inspire plenty of confidence that the dividends are safe, which means that they are pretty cheap considering the revenue stream you get. Real estate is doing awesome, specially firms that are best in their fields, Like O (commercial space), Arbor (multi family housing), IIPR (pot growing facilities), and VICI (casinos), to name a few. Like with any other form of investment it is a matter of doing a lot of homework.
[J3223 on X: "$PW Monday will Test top Break 52-week Highs Bottom is in $PLD 💪 $LIFW Don't miss Y'all Beasts Hungry. PW is a powerhouse with explosive potential 80.9% YTD performance tight float No dilution risk $IIPR $LPA https://t.co/dXHwZbkQOW" / X](https://x.com/SpacMan408/status/1865941461058924590)
Tougher to become more anxious when the stocks have already dumped so much, but they can always go lower. I sold most weedstocks for a loss except for IIPR. Will look for eventual reentry but that time is not now.
$RDDT... Don't sleep on something you use all the time. With growth to come in Latin America, Asia, Europe... Google is fucking watching everyone type "Reddit" at the end of their search. They are also paying Reddit to scrape and train AI. $GTBIF, $HITI, $VFF, $IIPR in Cannabis $CRSR in gaming/computer peripherals Everyone will just post what they own. Including myself :)
Previous leadership is gone, Ben Kovler interim CEO and board member. Other plans is an understatement. IIPR is a real estate dividend play. GTII has higher EPS than Farmland Partners. Sprouts is worth 15 fucking billion dollars mate.
Ban bet: IIPR below $100 before November 22, 2024
Innovative Industrial Properties (IIPR), the weed real estate investment trust (REIT), has done really well on a down day!
At one point cannabis represented roughly 50% of my portfolio. Then Cory Booker said he was going to “lay himself down” (I think he was talking about my portfolio) because that roughly cut my allocation by more than half down to 20%. Currently my allocation is sitting at around 15%. Most of my cannabis portfolio is IIPR, followed by GTI, MSOS, and finally AFCG. My AFCG holding has almost caught up to my MSOS holdings despite me having invested about an equal amount into both IIPR and MSOS over the past 4 years, and I haven’t bought any AFCG in over 1 year, Oh! And that’s after I reduced my holdings in AFCG after their spin off, ANnnnnd that’s after having been investing in MSOS every paycheck this entire time since it’s IPO!
The only reason IIPR is listed is because they advanced to the nasdaq when the cole memo was active. If IIPR tried to list today, they would have trouble. MSOs can uplist if they have big business outside of US cannabis similar to CGC. (Main business is Canadian ops and they ring fence US ops). They should have reverse merged with LPs long ago and solve the plumbing issue. Even if the merge is with ACB, that should give them cover to be listed.
I don't understand how IIPR can be listed when their business is directly contracting with cannabis businesses to lease them property. Why can't the MSOs just set up shell companies to own their property, lease them back to the original business entities, and then uplist under the shell company name? That's exactly the set up that IIPR has....
The companies who uplisted during cole memo era, still remained listed. It really makes no sense IIPR is on nasdaq. CGC is currently on nasdaq while acreage and wana are ring fenced. Imagine this. Agrify becomes the holding company of green thumbs assets. Agrify will remain on nasdaq (similar to cgc) while green thumb operates as normal.
IIPR is the only other I would consider.
IIPR wins pretty much either way... which is apparently reason for the absolute monkeys we call investors to panic sell it down 25%
Isn’t IIPR pretty much the best weed stock out there? With Trump there will be at least 4 more years of no legalization/banking change, which is what they benefit from