IIPR

PassiveF1st

I think if you're skiddish buy IIPR, if not, MSOS.

Capital_Landscape_87

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

AJRoadpounder

IIPR

PickpocketJones

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.

WeenieWang_

IIPR seems like a good find, damn.

ai-moderator

#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.

Some-Rent-7742

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.

Some-Rent-7742

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.

Some-Rent-7742

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.

Some-Rent-7742

- 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.

Zauberstaby

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.

BHOmber

IIPR loses their competitive advantage when big commercial RE is allowed to play around in the sector.

stockman313

Is no one a fan of IIPR? They actually make money, and pay a dividend.

KeyMysterious1845

IIPR has made my asshole feel funny....and not in a consensual way at all.

tastiefreeze

Scott's miracle grow and a IIPR.

WheredoesithurtRA

Sold TLRY in the 70s and IIPR when it was like 180+ and never looked back.

bleu_flp

IIPR during COVID had a nice boom but yeah for the most part investing in weed is a great way to slowly become depressed 

Tasty_Donkey_5138

Just dca IIPR and chill. Enjoy your 9 % div and exposure to the entire weed market.

Recent-Cut4876

I bought IIPR

ApostleThirteen

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.

Funnyllama20

I’m still bullish on CROX. I think we’ll see a solid showing for IIPR and VFF.

Icy_Assist4467

IIPR great play, near 52 week low, strong dividend

aaronh182

IIPR time to shine

FoodCooker62

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. 

kragor85

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.

TXSTBobCat1234

IIPR

kromemwl2

IIPR

Russticale

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.

Russticale

Earnings day for GTBIF, CRON, IIPR, and alike

Sweet_Sea3871

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.

salomander19

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.

One-Yard9754

Why is IIPR up today? Did that idiot who runs MSOS add it to the fund?

LocationPlastic8860

What happened? I can't find any info on IIPR?

One-Yard9754

Holy Christ, IIPR is looking to break $50 a share....

One-Yard9754

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?

One-Yard9754

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.

volckerwasright

$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

One-Yard9754

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.

FoodCooker62

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. 

One-Yard9754

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!

Bobbe22

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.

ashenoak

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.

CardiologistFew4264

It’s also not hard to argue that you’re overly lionizing GTI and IIPR is a in-progress disaster.

Bobbe22

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.

InevitableAd2436

Looks like they ended up restructuring the lease. Great news for IIPR

DrHarrisonLawrence

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…

DrHarrisonLawrence

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**

heliumbox

Looks like good news for IIPR.

sdkiko

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.

Russticale

Jones Soda JSDA and Innovative Properties IIPR on the move.  IWM small cap up in premarket, we may see some movement today.

CannaVestments

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

DrHarrisonLawrence

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.

DA2710

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.

Chicagovelvetsmooth

IIPR, not a penny stock but good growth potential in this sector especially after the recent sell off

sdkiko

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.

sdkiko

What is PharmaCann's contribution to IIPR revenue? Percentage-wise? Do you know? I am considering hopping on the calls with you.

InevitableAd2436

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.

DrHarrisonLawrence

Which ticker? Calls on IIPR? MSOS?

Informal-Law-7114

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)

Bobbe22

Big yikes, IIPR was pretty much my last bastion for this sector. It'll be interesting to see how the proceedings go.

Standard-Current4184

Short IIPR

Buildsoc

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?

LawfulnessOk8997

Funny IIPR was a darling, now look

RogueJello

> At current share prices IIPR is yielding ~10%. But that's going to get cut, since PharmaCann is 17% of holdings.

manualCAD

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

Tiaan

MSOS has been inversely correlated with IIPR for a while. Not surprising to see a strong MSOS day when IIPR is dropping

TomorrowLow5092

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.

anonymoose_baker

Pharmacann just defaulted. 17% of IIPR

Bansionboy

All the cannabis companies not being able to pay rent to IIPR will cause it to collapse lol. Tough

manualCAD

IIPR anout to have a lot of distressed assets to start a cannabis company with hahaha

AssistanceChance5454

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%

Bansionboy

IIPR just fell 20%

Turbul

Oof $IIPR getting murdered pre-m

SheriffBartholomew

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!

Unlucky-Clock5230

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.

SpacMan408

[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)

hawtfabio

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.

sdkiko

$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 :)

sdkiko

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.

dcmeds420

Ban bet: IIPR below $100 before November 22, 2024

dcmeds420

Innovative Industrial Properties (IIPR), the weed real estate investment trust (REIT), has done really well on a down day!

Bobbe22

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!

noobstockinvestor

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.

manualCAD

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....

noobstockinvestor

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.

Desert_Apollo

IIPR is the only other I would consider.

turngep

IIPR wins pretty much either way... which is apparently reason for the absolute monkeys we call investors to panic sell it down 25%

Ok-Deal-8881

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

turngep

Yeah that's reasonable, although IIPR has historically been good at cutting off struggling companies without much profitability impact. Guess we'll wait and see

turngep

IIPR continuing to collapse is leaving me absolutely tweaking what the hell, best stock in the game and they miss earnings expectations by eight cents and people somehow think that's justification to sell down 20%

phatbob198

IIPR earnings report: https://www.reddit.com/r/weedstocks/s/Qt5yqlaExG

ComfyRug

Sure thing: $KSCP: Knightscope, Inc. (KSCP) is experiencing a strong upward momentum, with the current price at $18.52, significantly above its 65-day average volume, indicating heightened interest. The technical indicators show an overbought condition with RSI values above 77, suggesting potential for a pullback. However, the MACD histogram remains positive, supporting continued bullish sentiment. The broader market's cautious optimism, driven by tech sector strength and anticipated rate cuts, may provide additional tailwinds for KSCP. Given the lack of significant news or community engagement, the stock's movement appears primarily driven by technical factors. For today's session, consider a LONG position with an entry around $18.50, targeting $19.20 and $19.80, with a stop loss at $17.80. Confidence in reaching the first target is moderate due to overbought conditions, while the second target carries lower confidence unless broader market support persists. $SAVE: Spirit Airlines (SAVE) is currently navigating a volatile landscape, with high short interest and potential merger talks with Frontier creating a speculative environment. The stock's technical indicators show a mixed picture: the 10-day SMA at $2.598 suggests a slight upward momentum, while the RSI around 54 indicates neutral conditions. The MACD histogram is positive, hinting at potential bullish momentum, but the recent collapse of the JetBlue merger and financial struggles cast a shadow over its prospects. Given the broader market's cautious optimism and SAVE's specific challenges, a short squeeze could drive prices higher in the short term. For today's session, consider a long position with an entry at $2.50, targeting $2.70 first and $2.90 second, with a stop loss at $2.30. Confidence in reaching the first target is moderate due to speculative interest, while the second target carries lower confidence given financial instability risks. Stay vigilant for news on merger developments and broader market shifts, as these will significantly impact SAVE's trajectory. $IIPR: Innovative Industrial Properties, Inc. (IIPR) is currently trading at $132.50, showing a slight upward trend with the 10-day SMA at $131.61 and the 30-day SMA at $132.12, indicating mild bullish momentum. The RSI values are neutral, suggesting no overbought or oversold conditions, while the MACD histogram is negative, hinting at potential short-term bearishness. Given the mixed sentiment surrounding the U.S. election and its impact on cannabis stocks, IIPR could benefit from political developments favoring cannabis legalization. The broader market shows cautious optimism, with SPY and QQQ trending upwards, which may support IIPR's price. For today's session, consider a LONG position with an entry around $132.00, targeting $134.00 as the first target and $136.00 as the second, with a stop loss at $130.00. Confidence in reaching the first target is moderate due to election-related volatility, while the second target carries lower confidence given external uncertainties. Monitor political news closely, as it could significantly influence IIPR's movement.

Ap3X_GunT3R

I stand by the fact this discussion is important, but this post is 24 hours before polls open. The only plays I can envision with a decent room for runup: For a Trump win, - (short term buy) DJT. Thesis is straightforward. Trump wins, the stock is a direct way to give the president money. Long term I wouldn’t hold due to serious uncertainty and the odds he sells out his stock. - I’m selling individual stocks that may be overexposed to incoming tariffs (like Apple). (Note, I would be buying index funds that contain these stocks. I still believe in the stock but want to avoid heavy individual exposure. ) - I already established a Gold position. I think that’s a good short-mid term hedge against a Trump win. - Per the speaker of the house comments, the Chips act is at risk if Trump wins. I’d invest in chip exposure abroad (already have ASML and would build there). For a Kamala win: - continue buying my current portfolio. Status quo remains the same so no big change needed. Less urge to sell individual plays. - weed legalization is on the table, there are a number of weed stocks that are flat on the year. Good short term play. A long term weed play I like is IIPR.

Acceptable_Rate_9437

Can you explain more. How is IIPR going to benefit directly?

Mccb28

IIPR is a good one

Gemaneye

IIPR. They build and then lease grow facilities.

tlBudah

Innovative Industrial Properties, Inc. (IIPR) This is the onlyl one that I find interesting. It's a REIT that purchases properties that it then leases to pot growers and dispensaries.

Gemaneye

IIPR They build and then lease grow facilities. Trulieve They're the largest dispensary in Florida, bankrolling the recreational use amendment, which should pass.

Lfemomo77

The only weed company that I’ve made money with is $IIPR.

TreacleUnlikely

|Portfolio Stats|You|Everyone on Upside Invest|Difference| |:-|:-|:-|:-| |Age|38|36|2.0 years older| |Age in years| |Diversification|95.0 %|75.3 %|1.3x| |Herfindahl–Hirschman index| |Performance|176.2 %|100.7 %|1.8x| |Total Gain/Loss %| |\# of Holdings|39|19|20| |Total number of holdings| |% in Stocks|76.6 %|40.8 %|1.9x| |% of portfolio that are stocks| |% in Funds|10.6 %|41.7 %|0.3x| |% of portfolio that are funds| |% in Crypto|???|4.3 %|???| |% of portfolio that are cryptos| |Ticker|Your % of portfolio|Everyone who also owns on Upside Invest|Difference| |:-|:-|:-|:-| |SQ|14.06 %|9.92 %|1.42x| |Square Inc. Class A| |KTOS|8.84 %|16.90 %|0.52x| |Kratos Defense & Security Solutions, Inc.| |TKO|8.24 %|17.26 %|0.48x| |TKO Group Holdings Inc - Ordinary Shares - Class A| |VOO|6.37 %|43.30 %|0.15x| |Vanguard S&P 500 ETF| |IIPR|4.26 %|5.16 %|0.83x| |Innovative Industrial Properties Inc.|