)
Visual
test
NewLake Capital Partners
NewLake Capital Partners (NLCP) investor relations material
NewLake Capital Partners Sidoti Micro-Cap Virtual Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Sidoti Micro-Cap Virtual Investor Conference summary21 Jan, 2026
Business overview and strategy
Operates as a net lease REIT focused exclusively on the cannabis industry, acquiring and leasing cultivation and dispensary properties across 12 states to 13 tenants.
Portfolio consists of 34 properties with a weighted average yield of 13% and an average lease term exceeding 12 years.
Maintains a net cash position with minimal leverage and $82 million in available credit capacity, supporting future growth.
Emphasizes expertise in real estate, cannabis, and financial services, with a management team experienced in both sectors.
Focuses on limited license states to enhance asset durability and tenant credit quality.
Industry trends and growth drivers
State legal cannabis market projected to reach $34–$35 billion in 2025, with significant growth potential as more states convert from medical to adult use.
Younger demographics are driving cannabis as a replacement for alcohol, with only half the U.S. population in adult use markets.
Federal rescheduling of cannabis from Schedule I to III is expected to eliminate punitive tax rules (280E), improving tenant cash flows and credit quality.
SAFER Banking Act could enable uplisting to major exchanges, increasing liquidity and institutional investor access.
Portfolio management and risk mitigation
Underwriting focuses on tenant quality, limited license jurisdictions, and property-level cash flow durability.
Higher four-wall coverage ratios and a mix of retail and industrial assets support rental cash flow stability.
Top three tenants (Curaleaf, Cresco, Trulieve) represent over 50% of the portfolio and are leading industry operators.
Actively manages risk by repositioning underperforming assets and working with tenants to optimize property use.
Why won't banks compete post-SAFER Banking?
How does limited license focus improve portfolio?
How will future growth be funded without equity?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 055550
Net income up 11.7% YoY, shareholder returns at 50.2%, CET1 ratio at 13.33%. - RM
Record 2025 net income, originations, and efficiency set up strong 2026 growth outlook. - KPIL
27% YOY revenue growth, strong profit and order book, and improved debt metrics drive outlook. - FSV
Annual revenues rose 5% to $5.50B, led by Residential growth and improved profitability. - HEXT
Revenue up 7.6% YoY, margin expands, and AI and acquisitions drive future growth. - 4188
Net income surged on discontinued operations gains, but outlook cut due to restructuring costs. - 021240
Record-high profits and strong rental growth, with overseas expansion led by Malaysia and Thailand. - 021240Record revenue and profit growth in 2Q'25, led by robust domestic and overseas performance.
- 021240Record-high revenue and net profit in 3Q'24, driven by robust rental growth and overseas expansion.
- 021240Record revenue and profit, with strong growth in rental accounts and overseas markets.
Next NewLake Capital Partners earnings date
Status update5 Feb, 2026
NewLake Capital Partners
Next NewLake Capital Partners earnings date
Status update5 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
NewLake Capital Partners is a leading provider of real estate capital to state-licensed cannabis operators, including dispensaries, cultivation and processing companies and property landlords. Their investment team uses a proven set of criteria to identify top-tier transactions and ensure only strong investment opportunities are considered for NewLake’s portfolio, which currently totals over $200 million.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage