{"filings":[{"id":918957,"accession_number":"0001854964-26-000019","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2026-06-08T20:27:34+00:00","items":["5.07","9.01"],"status":"ready","headline":"NewLake Capital Partners elects seven directors, ratifies auditor at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Seven directors elected: Gordon DuGan, Alan Carr, Anthony Coniglio, Joyce Johnson, Peter Martay, Dina Rollman, David Weinstein.","Auditor CBIZ CPAs P.C. ratified: 13,331,274 for, 256,190 against, 66,333 abstentions.","Approximately 66.3% of shares represented in person or by proxy (13,653,797 of 20,580,766 outstanding).","Broker non-votes of 5,982,853 on each director election."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96285,"accession_number":"0001854964-26-000016","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["2.02","9.01","7.01"],"status":"ready","headline":"NewLake Q1 revenue $12.3M (-6.8% YoY); AFFO $0.48/sh; Cannabist enters restructuring","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $12.3M (down 6.8% from $13.2M); net income $5.8M ($0.28 EPS); AFFO $10.1M ($0.48 per share diluted).","Q1 dividend $0.43/sh (annualized $1.72), paid Apr 15; AFFO payout ratio 90%.","Tenant Cannabist entered CCAA/Chapter 15 restructuring; full Q1 rent collected, $482K security deposits held.","Three cultivation properties remain vacant (Pottsville PA, Sparks NV, Fitchburg MA); no Q1 rental income from them.","Liquidity $107.2M; debt/assets 1.6%; no debt maturities until May 2027; $0.4M unfunded Ohio commitment."],"consensus_eps_estimate":null,"consensus_eps_actual":0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":12309000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110040,"accession_number":"0001854964-26-000003","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","9.01","7.01"],"status":"ready","headline":"NewLake reports Q4 AFFO $0.51, revenue $12.3M; FY AFFO $2.09, declares $0.43 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $12.3M (-1.4% YoY); AFFO $10.6M ($0.51/share); payout ratio 85%.","Full year 2025 revenue $51.1M (+1.9% YoY); AFFO $43.8M ($2.09/share); net income $26.3M ($1.28 EPS).","Declared Q1 2026 dividend $0.43/share (annualized $1.72); payable Apr 15 to record Mar 31; AFFO payout 82% FY.","Cash $23.9M, liquidity $106.3M; debt 1.6% of total assets; no maturities until May 2027.","Acquired two Ohio dispensaries for $0.8M; like-kind exchange Mokena, IL for Brookville, PA; Hartford CT property for sale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126610,"accession_number":"0001854964-25-000020","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01","7.01"],"status":"ready","headline":"Q3 earnings flat; AYR & Revolutionary Clinics vacate properties, 5.9% of rent at risk","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $12.6M flat YoY, net income $6.7M, AFFO $11.0M.","AYR Wellness vacated two cultivation properties (5.9% of rental income); rent ceased Aug 2025.","Revolutionary Clinics vacated Fitchburg, MA property Jul 2025; no rent since.","Dividend maintained at $0.43/share ($1.72 annualized); AFFO payout ratio 82%.","Cash $23.6M, debt 1.6% of gross assets; no debt maturities until May 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":38728000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143378,"accession_number":"0001854964-25-000007","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01","7.01"],"status":"ready","headline":"NewLake Q2 revenue $12.9M (+3.8% YoY), AFFO $11.5M; notes AYR Wellness rent risk","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $12.9M, net income $7.3M, AFFO $11.5M; declared $0.43 dividend (annual $1.72).","YoY growth: revenue +3.8%, FFO +7.7%, AFFO +4.0%.","AYR Wellness (5.9% of rental revenue) entered restructuring; August rent unpaid as of Aug 6.","Revolutionary Clinics vacated July 2025; leasing efforts ongoing.","Cash $21.9M, total liquidity $104.3M, debt/assets 1.6%, no debt maturity until May 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":0.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":26142000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161532,"accession_number":"0001628280-25-029634","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"NewLake Capital holds annual meeting; elects seven directors and ratifies auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected with >9.7M votes each; broker non-votes of ~4.86M.","Ratification of CBIZ CPAs P.C. as auditor: 14,504,567 for, 253,611 against, 68,591 abstain.","Total shares voted 14,826,769 (72.2% of 20,538,785 outstanding shares).","Directors elected: DuGan, Carr, Coniglio, Johnson, Martay, Rollman, Weinstein."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161531,"accession_number":"0001628280-25-023282","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01","7.01"],"status":"ready","headline":"NewLake Q1 revenue $13.2M (+4.8%); net income $6.3M, AFFO $10.7M; tenant defaults noted","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $13.2M, up 4.8% YoY; net income $6.3M vs $6.9M YoY.","FFO $10.3M (-2.6% YoY), AFFO $10.7M (-2.2% YoY); dividend $0.43/share (annual $1.72, payout 84%).","Collected ~98% contractual rent; defaults: Revolutionary Clinics in receivership (50% rent), Calypso deposits used.","Cash $19.9M, liquidity $102.3M; debt/assets 1.6%; no debt maturity until May 2027.","Acquired one dispensary for $285k; unfunded commitments $11.7M (C3, Cresco)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":13209000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161530,"accession_number":"0001628280-25-019742","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"NewLake Capital Partners replaces Marcum with CBIZ as auditor following acquisition of Marcum's attest practice","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Marcum resigned as auditor effective April 22, 2025; no disagreements or adverse opinions in prior reports.","CBIZ CPAs engaged as new independent auditor for FY2025, starting with Q1 2025 review.","Change driven by CBIZ's acquisition of Marcum's attest business on November 1, 2024.","No reportable events or consultations with CBIZ prior to engagement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179686,"accession_number":"0001854964-25-000002","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["2.02","9.01","7.01"],"status":"ready","headline":"NewLake Capital FY2024 revenue $50.1M (+6% YoY), AFFO $43.7M (+7.5%), declares $0.43 Q1 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 rev $12.5M vs $13.0M YoY; net income $6.0M; AFFO $10.9M vs $10.8M (+1.8%).","Full-year rev $50.1M (+6.0%), net income $26.1M, FFO $41.3M (+5.1%), AFFO $43.7M (+7.5%).","Annual dividend raised to $1.70/share (+8.3% YoY); Q1 2025 dividend $0.43/share declared.","Tenant issues: Revolutionary Clinics receivership ($522K warrant impairment), Calypso non-payment ($1.2M escrow applied).","Debt to total assets 1.6%; no maturities until May 2027; $50M ATM program established (no shares issued)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196427,"accession_number":"0001854964-24-000064","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NewLake Capital amends CEO Coniglio's employment agreement with bonus and severance clarifications","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amended agreement modifies annual bonus eligibility: must be employed on payment date to receive bonus, unless terminated without Cause or for Good Reason.","Resignation without Good Reason forfeits any unpaid Annual Bonus; prior agreement had different terms.","New severance provision: if non-renewal occurs after signing a Change of Control agreement but before consummation, CEO gets 2x base salary plus target bonus, equity vesting, and COBRA payment.","Base salary remains at $400,000; target annual bonus at 75% of base salary with maximum 150% of target.","Term runs through March 18, 2025, with automatic one-year renewals unless either party gives 90 days notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196426,"accession_number":"0001854964-24-000059","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"NewLake Capital appoints Dina Rollman to board; Kadens to retire; declares $0.43 dividend","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Dina Rollman to Board effective immediately; Board expanded to eight members.","Peter Kadens will not stand for reelection at 2025 annual meeting; retirement planned.","Rollman brings regulatory and legal expertise from Green Thumb Industries and own ventures.","Declared Q4 2024 cash dividend of $0.43 per share, payable Jan 15, 2025 to holders of record Dec 31, 2024.","Dividend annualized at $1.72 per common share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196425,"accession_number":"0001854964-24-000056","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"NewLake Capital Partners enters $50M ATM equity offering agreement with Lucid; extends share buyback program to 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered into Equity Distribution Agreement with Lucid Capital Markets for up to $50M at-the-market common stock offerings.","Board extended share repurchase program duration to December 31, 2026; no obligation to repurchase specific amount.","Lucid will receive 2% commission on gross sales price per share sold under the agreement.","Shares offered under existing Form S-3 registration statement filed in 2022, supplemented in June and November 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196424,"accession_number":"0001854964-24-000049","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["2.02","9.01","7.01"],"status":"ready","headline":"NewLake Capital Q3 revenue $12.6M (+9.3% YoY), AFFO $10.8M, declares $0.43 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $12.6M (+9.3% YoY); net income $6.4M vs $6.0M YoY.","AFFO $10.8M (+6.7% YoY); FFO $10.3M (+6.5% YoY).","Q3 dividend $0.43/share ($1.72 annualized), payout ratio 84% of AFFO.","Rent collection ~97%; Revolutionary Clinics paying 50% of rent; Calypso missed Sept/Oct, escrow applied.","Cash $19.8M, $12.2M committed for improvements; $7.6M drawn on credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":37618000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212721,"accession_number":"0001854964-24-000039","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01","7.01"],"status":"ready","headline":"NewLake Q2 revenue $12.5M (+9.5% YoY); AFFO $11.0M; dividend raised to $0.43","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $12.5M, net income $6.8M; FFO $10.5M (+11.3% YoY), AFFO $11.0M (+11.2% YoY).","Third consecutive quarterly dividend increase to $0.43/share ($1.72 annualized); AFFO payout ratio 82%.","Purchased CT cultivation facility for ~$4.0M with $12.0M improvement commitment; leased to existing tenant affiliate.","Entered $50M ATM program (no shares issued as of June 30); $82.4M available under $90M revolver at 5.65%.","Cash $20.7M; funded $11.4M in tenant improvements H1 2024, plus $1.2M post-quarter in AZ and PA."],"consensus_eps_estimate":null,"consensus_eps_actual":0.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":25063000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212720,"accession_number":"0001854964-24-000036","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2024-07-11T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"NewLake Capital Partners engages Marcum LLP as new independent auditor for FY2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Engaged Marcum LLP as independent registered public accounting firm for fiscal year ending Dec 31, 2024, effective July 10, 2024.","No consultations with Marcum during prior two fiscal years and subsequent interim period regarding accounting principles, disagreements, or reportable events.","Audit Committee of the Board of Directors made the engagement decision."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":231749,"accession_number":"0001628280-24-029298","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"NewLake dismisses BDO USA as independent auditor; no accounting disagreements reported","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Audit Committee dismissed BDO as independent registered public accounting firm on June 17, 2024, effective June 18.","BDO's reports on fiscal years 2023 and 2022 had no adverse opinion, disclaimer, or qualification.","No disagreements or reportable events occurred in the past two fiscal years or subsequent interim period.","Company is in the process of engaging a replacement independent auditor.","BDO furnished a letter to the SEC dated June 21, 2024, filed as Exhibit 16.1, agreeing with the statements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":316943778.31689674,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":231748,"accession_number":"0001854964-24-000034","cik":1854964,"company_name":"NewLake Capital Partners, Inc.","ticker":"NLCP","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["1.01","5.07","9.01"],"status":"ready","headline":"NewLake Capital enters $50M ATM equity offering; 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