Recent 8-K filings for NLCP
Highest-materiality recent filing
Q3 earnings flat; AYR & Revolutionary Clinics vacate properties, 5.9% of rent at risk
- 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.
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NewLake Capital Partners elects seven directors, ratifies auditor at 2026 annual meeting
Seven directors elected: Gordon DuGan, Alan Carr, Anthony Coniglio, Joyce Johnson, Peter Martay, Dina Rollman, David Weinstein.
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NewLake Q1 revenue $12.3M (-6.8% YoY); AFFO $0.48/sh; Cannabist enters restructuring
Revenue $12.3M (down 6.8% from $13.2M); net income $5.8M ($0.28 EPS); AFFO $10.1M ($0.48 per share diluted).
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NewLake reports Q4 AFFO $0.51, revenue $12.3M; FY AFFO $2.09, declares $0.43 dividend
Q4 2025 revenue $12.3M (-1.4% YoY); AFFO $10.6M ($0.51/share); payout ratio 85%.
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Q3 earnings flat; AYR & Revolutionary Clinics vacate properties, 5.9% of rent at risk
Q3 revenue $12.6M flat YoY, net income $6.7M, AFFO $11.0M.
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NewLake Q2 revenue $12.9M (+3.8% YoY), AFFO $11.5M; notes AYR Wellness rent risk
Revenue $12.9M, net income $7.3M, AFFO $11.5M; declared $0.43 dividend (annual $1.72).
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NewLake Capital holds annual meeting; elects seven directors and ratifies auditor
All seven director nominees elected with >9.7M votes each; broker non-votes of ~4.86M.
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NewLake Q1 revenue $13.2M (+4.8%); net income $6.3M, AFFO $10.7M; tenant defaults noted
Revenue $13.2M, up 4.8% YoY; net income $6.3M vs $6.9M YoY.
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Marcum resigned as auditor effective April 22, 2025; no disagreements or adverse opinions in prior reports.
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NewLake Capital FY2024 revenue $50.1M (+6% YoY), AFFO $43.7M (+7.5%), declares $0.43 Q1 dividend
Q4 rev $12.5M vs $13.0M YoY; net income $6.0M; AFFO $10.9M vs $10.8M (+1.8%).
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NewLake Capital amends CEO Coniglio's employment agreement with bonus and severance clarifications
Amended agreement modifies annual bonus eligibility: must be employed on payment date to receive bonus, unless terminated without Cause or for Good Reason.
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NewLake Capital appoints Dina Rollman to board; Kadens to retire; declares $0.43 dividend
Appointed Dina Rollman to Board effective immediately; Board expanded to eight members.
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Entered into Equity Distribution Agreement with Lucid Capital Markets for up to $50M at-the-market common stock offerings.
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NewLake Capital Q3 revenue $12.6M (+9.3% YoY), AFFO $10.8M, declares $0.43 dividend
Revenue $12.6M (+9.3% YoY); net income $6.4M vs $6.0M YoY.
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NewLake Q2 revenue $12.5M (+9.5% YoY); AFFO $11.0M; dividend raised to $0.43
Revenue $12.5M, net income $6.8M; FFO $10.5M (+11.3% YoY), AFFO $11.0M (+11.2% YoY).
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NewLake Capital Partners engages Marcum LLP as new independent auditor for FY2024
Engaged Marcum LLP as independent registered public accounting firm for fiscal year ending Dec 31, 2024, effective July 10, 2024.
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NewLake dismisses BDO USA as independent auditor; no accounting disagreements reported
Audit Committee dismissed BDO as independent registered public accounting firm on June 17, 2024, effective June 18.
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NewLake Capital enters $50M ATM equity offering; annual meeting ratifies directors and auditor
Agreement with Compass Point for at-the-market sales of up to $50M in common stock; 2% commission.
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NewLake Q1 revenue $12.6M (+10.4% YoY); AFFO $11.0M; dividend raised to $0.41/quarter
Revenue $12.6M, up 10.4% YoY; net income $6.9M vs $5.9M YoY.
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NewLake Q4 revenue $13.0M (+6.4% YoY); raises quarterly dividend to $0.41/share
Q4 2023 revenue $13.0M (+6.4% YoY); full-year revenue $47.3M (+5.1% YoY).
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New employment agreement with CEO Anthony Coniglio replaces prior three-year term with a one-year term beginning March 18, 2024.
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NewLake Q3 revenue $11.5M, AFFO $10.1M; Rev Clinics lease amended; Calypso missed rent
Q3 revenue $11.5M (-4.9% YoY); net income $6.0M; FFO $9.6M; AFFO $10.1M (-5.1%).
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.75 · Median 0.60 · Most common event earnings