{"schema_version":"secwatch.filing_event.v1","accession":"0001854964-23-000038","form_type":"8-K","ticker":"NLCP","cik":"0001854964","company_name":"NewLake Capital Partners, Inc.","filed_at":"2023-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:31.086970+00:00","generated_at":"2026-06-08T07:42:18.091625+00:00","sec_items":["2.02","9.01","7.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"NewLake Q3 revenue $11.5M, AFFO $10.1M; Rev Clinics lease amended; Calypso missed rent","bullets":["Q3 revenue $11.5M (-4.9% YoY); net income $6.0M; FFO $9.6M; AFFO $10.1M (-5.1%).","Reaffirmed FY 2023 AFFO guidance $39.8-$40.8M; Q3 dividend $0.39/share (81.6% AFFO payout).","Repurchased 608,152 shares in Q3 at avg $13.02; board added $10M to buyback, extended to Dec 2024.","Lease amendment with Revolutionary Clinics extended 5 years; received $480K unpaid rent; got 9.95% warrants.","Calypso missed Oct rent but resumed Nov; sold Palmer, MA facility for $2.0M (break-even)."],"urls":{"canonical":"https://secwatch.observer/filing/0001854964-23-000038","json":"https://secwatch.observer/filing/0001854964-23-000038.json","markdown":"https://secwatch.observer/filing/0001854964-23-000038.md","text":"https://secwatch.observer/filing/0001854964-23-000038.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1854964/000185496423000038/0001854964-23-000038-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1854964/000185496423000038/nclp-20231109.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T07:42:18.091625+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c17eed0957dba7a57961e2d4b31041db238fedd4","claim":"NewLake Capital Partners, Inc. reported the third quarter ended September 30, 2023 results: revenue $11.5 million, net income $6.0 million.","evidence_excerpt":"\"Securities Act\") or the Exchange Act. --- EX-99.1 (EX-99.1) --- -1 NewLake Capital Partners Reports Third Quarter 2023 Financial Results Third Quarter 2023 Revenue Totaled $11.5 Million Third Quarter 2023 Net Income Attributable to Common Stockholders Totaled $6.0 Million, Funds from Operations Totaled $9.6 Million, and Adjusted Funds from Operations Totaled","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1854964/000185496423000038/0001854964-23-000038-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended September 30, 2023"},{"label":"Revenue","value":"$11.5 million"},{"label":"Net income","value":"$6.0 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}