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Stock impact report

Innovative Industrial Properties: Amid Diversification, Evaluating The 9.7% Preferred Stock Yield Again [Seeking Alpha]

Innovative Industrial Properties, Inc. (IIPR) 
Company Research Source: Seeking Alpha
IIPR's projected Q4 balance sheet reflects increased assets ($2.5B), higher debt, and a maintained asset yield near 9%, with market-adjusted asset yield at ~13.7%. Credit metrics are expected to weaken modestly post-investment, with Moody's-style adjusted credit score declining from Baa1 to Baa3 due to higher leverage and tenant risk. Tenant defaults, particularly PharmaCann (11.4% of rent), underscore the need for diversification and highlight ongoing sector-specific risks impacting IIPR's income stability. This idea was discussed in more depth with members of my private investing community, Trade With Beta. Learn More » Richard Drury/DigitalVision via Getty Images Last time we wrote about Innovative Industrial Properties ( IIPR ), we were shocked by the strength of its balance sheet and the high yield of its preferred stock. A lot has happened since then, and now the More on my IG service Trade With Beta At Trade With Beta, we discuss ideas like this as they happe Show less Read more
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