ewLake Capital Partners Q2 Earnings + Why Dr. Oz Entered The Hemp Fight | TTB Presented by Flowhub

Host Anthony Varrell is joined by two guests for a look at cannabis real estate earnings and the hemp policy fight reshaping the sector.First, Anthony Coniglio, President and CEO of NewLake Capital Partners (OTCQX: NLCP), breaks down second quarter results — headlined by 100% collection of contractual rent, revenue of $12.1 million, and AFFO of $10.3 million ($0.49 per share). We get into the vacancy drag from three properties that came available in 2025, the $0.43 quarterly dividend at an 88% AFFO payout ratio, and one of the most conservative balance sheets in cannabis: just $7.6 million drawn on a $90 million revolver, roughly 0.2x debt-to-EBITDA. Plus the newly amended credit facility — maturity extended to May 2029 at a lower rate — and what The Cannabist Company's restructuring and the pending Vireo Growth transaction mean for four NewLake properties in Illinois and Massachusetts.Then Michael Bronstein, President of the American Trade Association for Cannabis and Hemp (ATACH), unpacks the four-week hemp extension buried in the Senate's continuing resolution — moving the federal hemp THC ban from November 12 to December 11 — and the support behind it that genuinely surprised everyone, including CMS Administrator Dr. Oz's intervention on behalf of senior CBD access.Plus: why synthetic cannabinoids still get recriminalized on schedule, and what the widening GOP split on hemp policy means heading into December.#Cannabis #CannabisIndustry #CannabisInvesting #NewLakeCapital #NLCP #CannabisRealEstate #CannabisEarnings #Hemp #HempPolicy #CBD #HempBan #DrOz #ATACH #MichaelBronstein #AnthonyConiglio #VireoGrowth #CannabistCompany #CannabisStocks #CannabisNews #TradeToBlackWant to see last week's recap?🎬    • Hemp Delay Confirmed, Earnings Season Roll...  Want to see more Cannabis Reform?🎬    • Dr. Oz Pushes to Protect Senior CBD Access...  🎬    • Senate Rejects Budd’s Hemp Ban Amendment |...  🎬    • Hemp Fight Threatens Government Shutdown |...  Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook:   / thedalesreport  ✅ Twitter:   / thedalesreport  ✅ Instagram:   / dalesreport  ✅ LinkedIn:   / the-dales-report  Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:[email protected] Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...