Innovative Industrial Properties: Leverage (for a REIT) is everything
Jan 08, 2026•41 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Julian Lin runs Best of Breed Growth Stocks and discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00). How investors should think about valuation (37:05).
Show Notes:
Innovative Industrial: Cannabis Rescheduling Changes Everything - 16% Yield Is A Conviction Buy
Cannabis Investing In The Trump Era
Read our transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Innovative Industrial: Cannabis Rescheduling Changes Everything - 16% Yield Is A Conviction Buy
Cannabis Investing In The Trump Era
Read our transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
For the best experience, listen in Metacast app for iOS or Android