NewLake Capital Partners Inc. (NLCP)
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NewLake Capital: Getting Paid 11% To Wait For Huge Tailwinds
NewLake Capital Partners offers a compelling value proposition, trading at low multiples with a double-digit yield amid strong cannabis sector tailwinds. Recent federal rescheduling of medical cannabis reduces tenant financial strain, improving NLCP's risk profile and lowering default risk on lease payments. NLCP's 11%+ dividend yield is well-covered, supported by a robust balance sheet, minimal debt, and no near-term refinancing risk.
NewLake Capital Partners, Inc. (NLCP) Q1 2026 Earnings Call Transcript
NewLake Capital Partners, Inc. (NLCP) Q1 2026 Earnings Call Transcript
REITs Are Still Misunderstood By Most Investors
Many investors still misunderstand how REITs really work. Some of the biggest REIT fears are far more nuanced than they seem. Today's setup may be creating overlooked opportunities.
NLCP And MSOS: Cannabis REIT Vs. ETF
NewLake Capital Partners, Inc. (NLCP) offers defensiveness and a 12% dividend yield, outperforming MSOS over the past three years. MSOS, an ETF heavily concentrated in top cannabis stocks, remains exposed to industry-wide oversupply, margin pressure, and bankruptcy risk. NLCP's low debt, resilient rent collections, and ability to replace tenants provide downside protection absent in MSOS.
NewLake Capital: Why This 12% Dividend Yield Is Safer Than It Looks
NewLake Capital offers a double-digit dividend yield, underpinned by a net cash balance sheet that reduces downside and liquidity risk. Rescheduling cannabis to Schedule III could significantly improve tenant credit quality and drive a re-rating of NLCP's valuation and yield. Despite tenant distress and sector volatility, NLCP's low leverage and long lease terms provide resilience and time to await regulatory catalysts.
NewLake Capital Partners, Inc. (NLCP) Q4 2025 Earnings Call Transcript
NewLake Capital Partners, Inc. (NLCP) Q4 2025 Earnings Call Transcript
NewLake Capital Partners, Inc. (NLCP) Discusses Sale Leaseback Model and Macroeconomic Factors in Cannabis Real Estate Transcript
NewLake Capital Partners, Inc. (NLCP) Discusses Sale Leaseback Model and Macroeconomic Factors in Cannabis Real Estate Transcript
NewLake Capital Partners, Inc. (NLCP) Q2 2025 Earnings Call Transcript
NewLake Capital Partners, Inc. (OTCQX:NLCP) Q2 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Anthony Coniglio - President, CEO & Director Gordon F. DuGan - Independent Chairman of the Board Lisa Meyer - CFO, Treasurer & Secretary Conference Call Participants Valter Pinto - Kanan, Corbin, Schupak & Aronow, Inc. Operator Good day, and welcome to the NewLake Capital Partners Second Quarter 2025 Conference Call.
NewLake Capital: My Top Income Pick Yields Nearly 12%
Winter has come for the cannabis sector. NLCP is a net lease REIT focused on cannabis operator tenants. The company has a net cash balance sheet and all of the typical benefits of the net lease business model.
NewLake Capital Partners, Inc. (NLCP) Q4 2024 Earnings Call Transcript
NewLake Capital Partners, Inc. (OTCQX:NLCP) Q4 2024 Earnings Conference Call March 6, 2025 11:00 AM ET Company Participants Valter Pinto - Managing Director, KCSA Strategic Communications Gordon DuGan - Independent Chairman Anthony Coniglio - President, CEO & Director Jarrett Annenberg - SVP & Head, Investments Lisa Meyer - CFO, Treasurer & Secretary Conference Call Participants Pablo Zuanic - Zuanic & Associates Operator Good morning. I will be your conference call operator today.
NewLake Capital: Better Growth Makes Them More Attractive Than Competitors Now
NewLake Capital Partners, Inc. remains a solid long-term buy despite cannabis sector uncertainty, boasting strong financials, low leverage, and a high dividend yield. NLCP's financial performance outshines peers like Innovative Industrial Properties, with better rent escalators and minimal exposure to defaulting tenants like PharmaCann. While tenant issues persist, NLCP's dividend remains safe with an 84% AFFO payout ratio and potential for share repurchases amid price pullbacks.
NewLake Capital's Inherent Undervaluation Offers Opportunistic Investors With Rich Returns
NewLake Capital Partners has continued to execute well despite operating in a relatively challenging cannabis REIT market, with most of its tenants still current with rental payments. If anything, the REIT continues to generate rich AFFO while paying out rich AFFO payout ratio, with Seeking Alpha Quant rating the safety of its dividends as A+. NLCP's overly discounted valuations and cheap stock prices have also triggered a richer forward dividend yields along with double-digit capital appreciation prospects.
