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（納斯達克股票代碼：REFI）已成爲美國大麻股業務中的穩定投資，即使市場面臨波動，它仍能提供回報。這種戰略韌性在Zuanic and Associates的Pablo Zuanic最新的權益研究中得到了強調。
Financial Highlights
財務亮點
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的貸款額增長到38200萬美元，24個月內實現了8%的複合年增長率。儘管整體市場出現下滑，REFI的股票表現出了很小的跌幅，與MSOS ETF的13.4%下跌形成鮮明對比，顯示了其強勁的市場地位。
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Dividends And Returns
分紅派息與回報
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一直保持着一貫的股息派發，年化收益率達到13.6%，明顯高於10年期國債利率。「REFI的分紅策略反映了其在市場波動中回報價值的穩健方式，」 Zuanic表示。
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閱讀更多：賀錦麗對特朗普：大麻重新列入管制表會在拜登卸任後存續嗎？分析師談潛在共和黨勝利
Comparative Analysis
比較分析
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.
與同行相比，REFI以7%的溢價於賬面價值，這是由其優越的增長和穩定的分紅所證明的。該投資組合的到期收益率爲18.7%，進一步鞏固了其相對於其他房地產信託尤其是在大麻股領域之外的地位。
Investment Outlook
投資前景
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支持對REFI的過度配重，稱其有望通過預期的監管變化和在美國大麻行業的擴張來推動增長。他預計貸款簿的年增長率保守爲10%，並預期股息增長，進一步加強了REFI作爲高收益、低波動性投資的吸引力。
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的結論是，對於在大麻金融行業尋求穩定和持續回報的投資者來說，REFI是一個明智的選擇，得益於戰略管理和堅實的財務基礎。
譯文內容由第三人軟體翻譯。