Innovative Industrial Properties: Leverage (For A REIT) Is Everything

2026-01-08 17:00:00 ET

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Julian Lin runs Best of Breed Growth Stocks. He discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00) How investors should think about valuation (37:05).

Transcript

Rena Sherbill: Julian Lin of Best of Breed Growth Stocks , the investing group he runs on Seeking Alpha, a friend of the podcast for many years. Julian, welcome back to the show. Great to have you.

Julian Lin: Great to be here, Rena.

Rena Sherbill: It's great to talk to you. So here we are at the beginning of 2026, a whole new year. What are you thinking about when you're looking at the markets these days?...

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