Group 1 - NewLake Capital (NLCP) is recognized as one of the highest-yielding names in the REIT sector, maintaining a conservatively leveraged balance sheet with a net cash position [1] - The company has a significant concentration in the cannabis sector, which may present unique investment opportunities and risks [1] - The investment strategy employed by Julian Lin focuses on identifying undervalued companies with strong balance sheets and management teams in sectors with long-term growth potential [1] Group 2 - The investment group led by Julian Lin emphasizes stocks with a high probability of delivering substantial alpha compared to the S&P 500, combining growth-oriented principles with strict valuation criteria [1] - Features of the investment group include exclusive access to high-conviction stock picks, comprehensive research reports, real-time trade alerts, and macro market analysis [1]
NewLake Capital Partners: 12% Yield Backed By Net Cash Balance Sheet
Seeking Alpha·2025-09-10 22:51