Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast.

Show Notes:
My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth
Innovative Industrial Properties: 7.2% Dividend With Visible Near-Term Catalyst
Bengal Capital FY2023 Letter

Episode transcripts

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