Topic Archives: Innovative Industrial Properties (IIPR)

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

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

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    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 ...

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

  • Travis Johnson, Stock Gumshoe

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

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

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

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    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....

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

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

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

  • Travis Johnson, Stock Gumshoe

    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...

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    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...

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

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

  • Travis Johnson, Stock Gumshoe

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

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

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

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

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

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

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

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

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    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...

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

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

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    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...

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

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    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...

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    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...

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    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...

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

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

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

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

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

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

  • Travis Johnson, Stock Gumshoe

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

  • Travis Johnson, Stock Gumshoe

    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...

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

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

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

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

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    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...

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

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

  • Travis Johnson, Stock Gumshoe

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

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

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

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

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

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    I am a small retail speculator; I own 21 Cannabis stocks; 13 U.S., 6 Canada, 2 International. Since April 2018 I invest...

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    Held CTST CannTrust twice, 4 months in 2018 April-August, and 5 weeks in 2019 March. BTW, read your recent trade selli...

  • Travis Johnson, Stock Gumshoe

    Trade Note OK, finally the surge got to be too much for my portfolio management... Innovative In...

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    I feel that IIPR price has risen too rapidly, but then I've been watching it for months waiting on a pullback that never...

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    Hello New At This, the other 14 Cannabis stocks I own, 12 are U.S. and 2 International: U.S. ACRGF Acreage Holdings C...

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    ...and thank the gods for IIPR. I'm a VERY small fish in this MKT. pond. I have had the most 'challenging' year of my li...

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    Learning so much from your contributions, thanks. Makes each buy less of a risk when you process varied opinions and res...

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    I think IIPR will tank big time if and when the Feds allow the big banks to make legal loans to marijuana growers. They...

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    Glad to hear your thoughts on TTD. I suppose I’ll hold. It’s going to be an interesting ride with TTD, iipr, and o...

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    Hi Eddy, I am a US cannabis buyer, bought MMNFF MedMen through broker Fidelity. Happy Investing, steveflick...

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    I think IIPR is the best MJ stock. If you think back to the gold rush, not a bad comparison to the MJ surge, the guys wh...

  • Travis Johnson, Stock Gumshoe

    Forward dividend yield of 2% and dividend growth anticipated of at least 25% over the next couple years, so it's riskier...

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    New to group and discussion and I really liked what I was reading on IIPR but I just checked the price and it's in the $...

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    newcannabisventures.com has a free weekly newsletter. they do publish an American (U.S.) cannabis index that could give...

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    I am only headed to infrastructure plays. IIPR has made me some really nice gains. Headed back down again so I jumped ou...

  • Travis Johnson, Stock Gumshoe

    I considered doing so recently and didn't find the price quite high enough for the calls to actually make the sale, but ...

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    Hi Travis What do you think of selling covered calls on IIPR? Thanks...

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    Well I just joined this great group and I own both IIPR and MMNNFF. I just want to say I have followed your leads. You...

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    Once again I think the Thinkolator is spot on with MMNFF MedMen solution to Carr's teaser. June 2018 I bought $2k & Oct...

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    Well Trav, I don’t like to admit it but I bought some IIPR only because you own it. Don’t worry it’s only 3% of o...

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    As an old codger, I am a bit dismayed by the growing use of weed, having through the years watched a few people close to...

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    I'm not confident on CROP based on their fundamentals and nebulous details. I also have IIPR, a far more grounded and so...

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    I just want to thank you on your IIPR recommendation a long time ago. Like you I am nearing 200% gain. You should rewrit...

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    Travis, for the hell of it I ran your IIPR through my indicators and want to congratulate you if you got in last spring....

  • Travis Johnson, Stock Gumshoe

    Probably true, but it has more impact on future deals than on their current leases — thus the need to get more deals s...

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    Good article Travis. A couple questions re. IIPR. I sold prematurely when they announced their last round of financing...

  • Travis Johnson, Stock Gumshoe

    Be really careful with those preferreds — I swapped out of the preferred and bought more common when it ticked up abov...

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    "plus some thoughts on IIPR..." I rather like the IIPR preferred shares. nice little uptick today, pays 9% ish and close...

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    Think I will stick with IIPR too. Thanks Travis...

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    any new thoughts on IIPR?...

  • Travis Johnson, Stock Gumshoe

    That was a response to a question about Ligand, which I don’t own. IIPR is still a hold for me at this point....

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    What stock are you referring to? What are your thoughts on IIPR today? Hold? Sell?...

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    Travis, very informative article. Unfortunately, I sold my IIPR on the day they announced the debt offering. It was in...

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    Lots to think about this weekend: GSHD Goosehead insurance - I am about to review my semiannual auto and homeowners cov...

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    Just noticed that IIPR is above $77/share today. Any thoughts about taking some profits at these levels? You had noted...

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    I agree, IIPR had a great week, will probably close up $12 this week to $72.00+. I had originally bought in at $40 and t...

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    Just a quick comment on the question asked last week on why IIPR did a one-day price plunge. Thank you, Travis, for not ...

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    IIPR - thanks to SG article April, 2018, I invested $3k - it is up $136.74% including dividends ….. through mid Octobe...

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    If someday MJ is no longer a schedule I drug, it will open traditional banks to finance MJ operations right? I would thi...

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    I think you meant to make that last part about cloud computing a distinctively separate section, but it got mushed into ...

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    What is the difference between IIPR and IIPR-A?...

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    will IIPR marijuana REIT discussion be in The Friday File for Irregulars?, if so, Great!...

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    Trying to re-post my January 14th cannabis comment: Hi Hittman, Cannabis investing is very speculative, invest only wha...

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    Thanks for this review Travis. I'm long several of these stocks as well. The metals stocks have been a disappointment ...

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    Hello Sandra, I'm also following the MJ market and the ones I've invested in and have now made over 20% are; CGC-TLRY a...

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    Hi Hittman, Cannabis investing is very speculative, invest only what you can afford to lose...… I have read aprox. 15...

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    That's good, but in spite of the huge dividend from WPG REIT, I will stay with the Thinkolator and say no to these 3 r...

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    Hello Steve; I thank you for your advice , but IIPR is just to much money for me right now Sonny...

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