Topic Archives: Innovative Industrial Properties (IIPR)

Perhaps the most glaring reminder of the current investor mindset is that the new exchange approved by the SEC a couple years ago, the Long Term Stock Exchange (LTSE), designed to help build long-term relationships between companies and their investors, has just now formally gone live with its first two listed companies at launch, Twilio […]

It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]

I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]

Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]

There was a new teaser email from the Oxford Income Letter folks this morning that caught my eye… and in these tumultuous days, when I don’t really feel like doing any trading around these short-term gyrations caused by pandemic panic and political pandering, I confess to being extra-interested in relatively stable dividend-paying investments. So let’s […]

The folks at The Wealth Advisory have had some very long-running teaser pitches about “secret income” over the years, particularly the pitch about “Netflix Royalties” that we covered many times (that was really just teasing data center REITs) and the “Prime Profits” pitch about making income from Amazon packages (which teased the warehouse REITs, including […]

If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]

Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]

Innovative Industrial Properties (IIPR) hit a stop loss yesterday thanks to a sector-wide collapse of marijuana stocks. The big news that hits IIPR directly this week was that MedMen dropped its plan to buy PharmaCann, which is IIPR’s biggest tenant, so I did take the somewhat cautious step of buying a few protective puts just […]

Things began slowly this week after a weekend of decadence in Las Vegas… what impressions did I have of Sin City? People aren’t gambling as much as the last time I was here a few years ago, the tables and slot machines were not so crowded, but there were still some big crowds of people […]

I covered a “powdered plasma” ad from Michael Robinson just yesterday, but it turns out the he’s also flogging “cryogenic blood” separately, in different ads for his same Nova-X Report newsletter, so I thought I better follow up to get rid of any confusion. The Thinkolator concluded that yesterday’s ad, teasing a Pennsylvania company, was […]

There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]

I’ve got a couple updated thoughts to share with you on some Real Money Portfolio companies, including answering some reader questions about when to take profits on IIPR (I’ll warn you up front, my answer is wishy-washy), but first I’ve got a quick teaser solution for your Friday edutainment. Just today I got a teaser […]

Everyone was watching this week to see if Warren Buffett did anything big with Berkshire Hathaway’s (BRK-B) portfolio in the fourth quarter of last year, news that comes once each quarter (large investors have to file their end-of-quarter holdings in US stocks 45 days after the quarter ends), and… he didn’t. Berkshire did add to […]

The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]

CoreSite (COR) announced their latest dividend increase this week, which I’ve been anticipating — would they continue to be a rapid dividend growth REIT and keep investors excited, or will the slowing of the dividend growth continue to make me more cautious about the valuation of this highflier? Well, it turns out that the dividend […]

This article was originally published on January 11, but the Casey folks are promoting these same five stocks quite similarly with the bait of their “Become a Marijuana Millionaire in 2018” report, focusing on the impending Canadian legalization this summer, so we’re re-posting our January article here to answer some reader questions. The five stocks […]

Comments

  • Trade Note: A little profit taking kicked in today, as the small sell order I placed in IIPR when I expanded my portfo...

  • Trade Note: I added on to a relatively new position today after they announced their first real divi...

  • FYI, another potential IIPR competitor starts trading today — NewLake Capital Partners (NLCP), trading OTC. I ski...

  • Thank you Travis for the detail on AFCG AFC Gamma. I followed you on IIPR and PW, and show nice gains. Today I also in...

  • Thanks Travis. After reading the last bit, I sorta regret selling half my stake in IIPR . It had simply passed my max pe...

  • The latest IIPR investment in MA just happens to be in a private company in which I hold a stake. Interesting to be ab...

  • I understand that logic, and to some extent I agree -- but other companies do use both debt and equity to fund their gro...

  • Re: IIPR There seems to be something unnatural about the theory that you can borrow money, convert it to dividends and ...

  • Spoken like a farmer! That's been one of the potential interests of Power REIT (PW), which like IIPR is a REIT I own th...

  • My position hasn't changed since I posted my ...

  • Hi Travis I’m new I bought paw back at 10 in my opinion we can see a cult following of this stock very soon and ffo is...

  • Thank you, Professor! Ditto for me with Travis's service. I ALWAYS check here to get an honest observation and recommend...

  • is IIPR a stock? or what is IIPR that you speak of....

  • YYYUUUPPP!!! VERY happy with my small IIPR stake!...

  • I decided not to make myself choose and invested in all 3. I do, however, hold IIPR longer (since their dividend was 2...

  • Travis may have done an article on this already, I did a quick search and could not find it. I'm sure if he did, or if ...

  • Waiting for a teaser on power riet pw stock I think it propAbly the next iipr...

  • What's "Questionable" about them? Haven't seen that particular critique, though IIPR has been targeted by short sellers...

  • Hi Travis, What do you make of this? Last week Marginal Ideas critiqued Innovative Industrial Properties (NYSE: IIPR...

  • For a combination of Dividends + Market price gains I Love IIPR! They constantly increase dividends (now 2.63% cause sha...

  • The ones that come to mind are PAR, IIPR; there are a few others WRAP, SPCE that didn’t make the top of the list....

  • Happy Holidays everyone. Thank you Travis for the investigation work and Stock Gun Shoe. I’m new at trading started i...

  • Hey Travis. Merry Christmas and have a Happy New Year. Thank you so much for all your guidance and wisdom this year. It...

  • As we approach another Christmas, we can all be very thankful for Travis and Stock Gumshoe. Just a question/comment re....

  • I'm not a lawyer, but I don't know that that's actually true -- IIPR wouldn't be able to do sale/leaseback deals with ex...

  • Matt Carr is one of my favorite analysts. I had made a good return on my investment when he recommended GRWG I had a 20...

  • Travis, great report! Another point about $IIPR you dont really touch on; one of the biggest services they are doing fo...

  • I’m Just Amazed at how they twist the words of describing a REIT! Unethical an understatement! Yes I bought IIPR @ $1...

  • What do you think that risk is? Are you worried about federal legalization of marijuana, or a federal ban? Federal l...

  • I got out of IIPR a couple months ago because of that legislation risk. Seems there’s getting to be critical mass acro...

  • Just wondering what will happen if the SAFE banking bill gets approved. Cost of borrowing should be quite lower. IIPR wo...

  • What's the cost for an annual subscription to the Wealth Advisory? Save that $$ and rather become an Irregular subscrib...

  • " if marijuana growing collapses as a business, it’s not like IIPR can slot in an Amazon distribution center in those ...

  • Great job Thinkolator on the 3 Cannabis companies teased. I owned 30 Cannabis companies between April 2018 and sold ...

  • Trulieve TCNNF; Curaleaf CULRF; Jushi JUSHF. No fees at Schwab. Trulieve seems to consistently outperform Curale...

  • Not really interested in individual pot growers. More interested in the farms/land that pot growers rent. Own IIPR at ...

  • I am an Oxford Club member and I own IIPR, SRVR and STAG. I formerly owned PLD and EQIX. IIPR has been a winner for me...

  • Travis, you are such a delight! Day after day you dissect the bugle horns (what a gawd-awful crazy mixed metaphor!) of t...

  • Thanks Thinkolator, great work! I own STAG Stag Industrial, and IIPR Innovative Industrial Properties; I will look into...

  • Pot stocks are just way too risky. Lost on Aurora, Hexo, Canopy, and I could go on. The only ones I made any money on ar...

  • Qualcan / Mystic Holdings NOT for me! Nor NICI from Money Map Press; ever since spending $3,000 annual for Rick Ru...

  • I've lost $175,000 by buying what thees huckster promote! Mike Ward doesn't give a rat's ass; all he's interested in gr...

  • I think CRON is in EF too, unless he sold it in the last 3 months since my subscription for EF ran out. Oh, and IIPR was...

  • I've ended up with partial shares before. I'm just an online brokerage kinda guy but if it doesn't clear out a couple o...

  • Anyone know how to sell partial shares? I reinvested dividends with #IIPR and even though my limit order was for "Sel...

  • Auxly Cannabis (XLY.V, CBWTF). Beware, Auxly no longer a "royalty" company. Suggestion, buy an Irregular subscription...

  • Oh, to complete that thought... After reading Travis' more detailed examination of IIPR's tenants, I too decided to red...

  • Let’s cut through the Bull. For decades people have been consuming marijuana to decades. What makes you think this ...

  • Thanks for the heads-up Travis, …. one of big reasons I'm an Irregular. I look forward to tomorrow's discussion in th...

  • Your suggestions always appreciated . I have no investing tech expertise so I look to you, Yahoo Finance, and a few ot...

  • Trade Note I'll write about this some more tomorrow, but I reduced my position in Innovative Industrial Properties by...

  • Sure, that's one way to lock in exposure and an effective stop loss (since you can't lose more than you pay for the call...

  • Hey Travisn another jem of a FridayFile! Would you consider selling a larger part of your $IIPR position and buy long ...

  • is that a crystal ball in your pocket or are you just happy to see me?....EVERYONE EVEN THINKING OF GETTING INTO THE MAR...

  • Is iipr the marijuana profit sharing company paying out the checques?...

  • Ouch. Sorry for the various cannabis losses you've endured. Seem like the whole industry got hit and is on pause for a w...

  • Still would consider IIPR instead. Never bought CBWTF Auxly. Sold IIPR yesterday that I bought nearly 2 years ago, for...

  • sold IIPR yesterday. May get back in in another week or so....

  • Good to know your Portfolio Sells & Buys, especially reasons. I did sell my holdings IIPR for a gain, and also sold al...

  • I continue to Hold onto IIPR, bought almost 2 years ago @ $32. Last week I sold GWPH at +6%, and today sold CGC and ACR...

  • How do you feel today about IIPR? Buy/Sell/hold?...

  • I also wanted to add a big thank you for helping me make some great gains on IIPR, OPI, SWKS and others....

  • The ones I own right now are CCI, IIPR, MPW and PW, with KW as kind of an honorary REIT. They’re all probably really ...

  • Now that tax loss selling season is almost over (especially lots of losses in cannabis sector) hopefully we will start s...

  • That is the fear, though it’s currently a fear and not a manifested reality for IIPR tenants (who are all in the US) a...

  • Swing low sweet chariot.... IIPR is headed lower... the greenhouss tenants on the 15 year leasesare financially fragi...

  • Is IIPR really a weed stock. No, they rent to people who are in the business correct?...

  • Not really Andrea. There is ONE weed stock doing just fine and will move higher from here. It's their business model ...

  • To me IIPR is probably the safest (pejorative at best) of the cannabis stocks [yes I know they do not physically grow MJ...

  • Travis, Would you recommend picking up more IIPR at $75 to $77, seems like a good Long?...

  • Thank you Travis for giving us a clear view of IIPR, I appreciate it!...

  • IIPR has been mentioned often for several months - OGI is getting a lot of play of late - BOTH HAVE DECLINED OF LA...

  • Travis, any updates on IIPR?...

  • I bought April 2018 at $135. Down ~11%. Holding on....

  • The preferred stock explanation was excellent as usual but your example of using IIPR does not show the power of prefer...

  • I would still argue that IIPR's business model is about to collapse. While they may still find some tenants who wish to...

  • I sold IIPR a few days ago based on technicals. There has been a volatility squeeze, which makes me think the sell-off ...

  • Any idea what is causing the sharp drop today (-10.7%)? I'm not seeing any particular negative news for IIPR, actually s...

  • I'm down 52% on all pot stocks. IIPR was the one of four stocks I have that are still in the green and it's losing 5% to...

  • Surprise! PharmaCann and MedMen called off their merger today. MedMen is retrenching and focusing on building their r...

  • That's what I feared last year, when I was first buying IIPR, but I'm not really worried about that as a risk anymore --...

  • I think the biggest risk to $IIPR is widespread legalization. I f the federal government legalizes Marijuana than all th...

  • I own IIPR also and Charlotte's Web. I am in the green on both....

  • The big Canadian marijuana stocks? I don't like any of them at these valuations, the only one that makes sense to me fr...

  • IIPR is a REIT you don't value that based on price/sales....

  • I was given the opportunity to make a investment in a private medical cannabis company in late 2016. They were in a st...

  • I've written some about IIPR preferreds specifically in the past, will try to share an update fairly soon. Thanks for t...

  • I think you are spot on Travis.....seems McCall's teaser has been out for several to 6 months plus..... and Thinkolator...

  • The -PA are their Preferred series A bonds, issued at 9% cumulative yield and paying about 7.5% where they trade now. T...

  • Travis...what's the difference between IIPR and IIPR-PA? Their stock prices are dramatically different ($91 vs $29) bu...

  • New "irregular" here; Travis, can you do a discussion on the role of preferred stock in a portfolio ? When do you hold ...

  • Thanks Travis for the IIPR update, especially news of 1st time insider buying. I too bought a few more IIPR shares in ...

  • IIPR - you noted adding to your position...but the stock took another hit and is at your stop/loss.... I assume do to t...

  • I searched everywhere for some reason that IIPR would drop 10% today. Nothing! In one TV interview , it was called ove...

  • IIPR is tanking today but I can't find news on why. I know that it has been taken off the portfolio of cannabis ETF TH...

  • Likewise, late June sold IIPR my original investment $8k, so now playing with all profits $20.4k. August 15 sold all AC...

  • I sold about 20% of my IIPR position in the $130s in June, haven't done anything since but would be more inclined to buy...

  • I do end up writing about marijuana stocks with some regularity, since they're often teased and hyped by the newsletters...

  • Any idea what Brian Rose's teaser refers to? If it pays over & over, I'm guessing IIPR. Double checking: (90 % div...

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