Delivering Returns As The Cannabis Market Tanks: What Wall St Won't Tell You About Chicago Atlantic Real Estate's Growth
Delivering Returns As The Cannabis Market Tanks: What Wall St Won't Tell You About Chicago Atlantic Real Estate's Growth
REFI has maintained a consistent dividend payout, with the annualized yield standing at 13.6%, significantly outpacing 10-year Treasury rates. "REFI's dividend strategy reflects its robust approach to value return amidst market volatilities," Zuanic said.Chicago Atlantic Real Estate Finance (NASDAQ:REFI) has emerged as a stable investment in the volatile U.S. cannabis sector, delivering returns even as the market faces turbulence. This strategic resilience is underscored in the latest equity research by Pablo Zuanic of Zuanic and Associates.
Chicago Atlantic Real Estate Finance（纳斯达克股票代码：REFI）已成为美国大麻股业务中的稳定投资，即使市场面临波动，它仍能提供回报。这种战略韧性在Zuanic and Associates的Pablo Zuanic最新的权益研究中得到了强调。
Financial Highlights
财务亮点
In the second quarter of 2024, REFI's loan book grew to $382 million, achieving an 8% compound annual growth rate over 24 months. Despite broader market downturns, REFI's stock exhibited minimal decline, contrasting sharply with the 13.4% drop in the MSOS ETF, demonstrating its robust market position.
在2024年第二季度，REFI的贷款额增长到38200万美元，24个月内实现了8%的复合年增长率。尽管整体市场出现下滑，REFI的股票表现出了很小的跌幅，与MSOS ETF的13.4%下跌形成鲜明对比，显示了其强劲的市场地位。
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Dividends And Returns
分红派息与回报
REFI has maintained a consistent dividend payout, with the annualized yield standing at 13.6%, significantly outpacing 10-year Treasury rates. "REFI's dividend strategy reflects its robust approach to value return amidst market volatilities," Zuanic said.
REFI一直保持着一贯的股息派发，年化收益率达到13.6%，明显高于10年期国债利率。“REFI的分红策略反映了其在市场波动中回报价值的稳健方式，” Zuanic表示。
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阅读更多：哈里斯对特朗普：大麻重新列入管制表会在拜登卸任后存续吗？分析师谈潜在共和党胜利
Comparative Analysis
比较分析
Compared to peers, REFI commands a 7% premium to book value, justified by its superior growth and stable dividends. The portfolio's yield to maturity of 18.7% further solidifies its attractive position relative to other mortgage REITs, especially those outside the cannabis sector.
与同行相比，REFI以7%的溢价于账面价值，这是由其优越的增长和稳定的分红所证明的。该投资组合的到期收益率为18.7%，进一步巩固了其相对于其他房地产信托尤其是在大麻股领域之外的地位。
Investment Outlook
投资前景
Zuanic endorses an 'Overweight' stance on REFI, citing potential growth driven by anticipated regulatory changes and expansion within the U.S. cannabis industry. He projects a conservative 10% annual growth in the loan book and anticipates dividend increases, reinforcing REFI's appeal as a high-yield, low-volatility investment.
Zuanic支持对REFI的过度配重，称其有望通过预期的监管变化和在美国大麻行业的扩张来推动增长。他预计贷款簿的年增长率保守为10%，并预期股息增长，进一步加强了REFI作为高收益、低波动性投资的吸引力。
Zuanic concluded that REFI emerges as a prudent choice for investors seeking stability and consistent returns in the cannabis finance sector, backed by strategic management and solid financial fundamentals.
Zuanic的结论是，对于在大麻金融行业寻求稳定和持续回报的投资者来说，REFI是一个明智的选择，得益于战略管理和坚实的财务基础。
