The Dales Report | Trade to Black

Billion-Dollar Cannabis Bet: Pelorus Capital’s New Equity Fund


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Pelorus Capital Group is making a billion-dollar bet on cannabis. After years of building a reputation as one of the most disciplined lenders in cannabis real estate, with more than half a billion deployed since 2016, the firm is now launching a $1 billion equity growth fund. The move marks a significant shift from debt into ownership, and the timing could reveal how Pelorus sees the next phase of this maturing industry.TDR Trade to Black, powered by Dutchie, sits down with Rob Sechrist, President of Pelorus Capital Group, to unpack the details. Why now? The fund is positioned to take advantage of debt maturities coming due in 2026, consolidation among underperforming operators, and consumer trends that mirror early-stage alcohol markets. The conversation also covers how the Pelorus Data Project — tracking over 21,000 businesses, 31,000 licenses, and 133 million square feet of cultivation — gives the firm an edge in identifying winners and avoiding companies that won’t make it through the next two years.With a seasoned advisory team of MSO founders, private equity veterans, and institutional investors, Pelorus is aiming to match capital deployment with operational execution. For investors, the core question remains: does the upside justify the added equity risk compared to traditional lending?This is more than a capital raise — it’s a roadmap for how serious institutional players are positioning for cannabis’ next chapter.#CannabisInvesting #TradeToBlack #PelorusCapital #CannabisFinance #CannabisStocks #CannabisIndustry #CannabisEquity #CannabisGrowth #CannabisPrivateEquity #CannabisBrandsWant to see last week's recap?   • Cannabis Industry Fights for Billions in R...  Want to see more Cannabis Reform videos?   • Congress Exposes Chinese Cannabis Cartel N...     • Trump’s Drug Czar Pick: Cannabis a Biparti...     • Congress Reacts to Trump’s Cannabis Commen...     • Congress Takes Aim at China’s Cannabis Net...  Want to be updated on Cannabis, Small Cap, AI, and Crypto? Subscribe to our Daily Baked in Newsletter!https://newsletter.thedalesreport.com...Find us as well on Facebook, Twitter, Instagram, LinkedIn and on the Web:Facebook:   / thedalesreport  Twitter:   / thedalesreport  Instagram:   / dalesreport  LinkedIn:   / the-dales-report  Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, please get in touch with us at:[email protected] Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered as endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions you make based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...

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