Every 8-K that NEWLAKE CAP PARTNERS INC (NLCP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NLCP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NLCP filings page.
NewLake Capital Partners, an internally managed cannabis-focused REIT, reported second quarter 2026 revenue of $12.1 million, down 6.5% from the prior-year period. Net income attributable to common stockholders was $5.9 million, or $0.29 per diluted share. FFO and AFFO totaled $9.9 million and $10.3 million, or $0.47 and $0.49 per diluted share, with AFFO declining 10.4% year over year, mainly from lost rent and higher carrying costs on properties available for lease.
The company declared a quarterly dividend of $0.43 per share (annualized $1.72), representing an 88% AFFO payout ratio. As of June 30, 2026, NewLake held $25.8 million of cash, gross real estate assets of $433.2 million, and only $7.6 million drawn on its $90.0 million revolving credit facility, for a debt-to-total gross assets ratio of 1.6% and debt-to-EBITDA of about 0.2x.
Subsequent to quarter end, NewLake amended its revolver to extend maturity to May 2029 and move pricing from Prime plus 1.0% to Prime, and acquired a Kentucky dispensary for approximately $0.6 million with a further $1.6 million improvement commitment. The portfolio comprises 35 properties in 13 states, and management reported 100% rent collection in the quarter, including from Cannabist, a tenant undergoing restructuring, backed by approximately $481.6 thousand of security deposits.
NewLake Capital Partners, Inc. reported that David Weinstein will resign from its Board of Directors, effective July 31, 2026. The company states that his decision is not due to any disagreement regarding operations, policies or practices. In connection with his departure, the Board will decrease in size from seven to six directors as of the effective date.
The company highlights Mr. Weinstein’s service since NewLake’s founding in 2019 and his leadership as Chief Executive Officer during its transition to the public markets. NewLake is an internally-managed real estate investment trust providing real estate capital to state-licensed cannabis operators through sale-leaseback transactions and funding for build-to-suit projects, and owns a portfolio of 34 properties, including 15 cultivation facilities and 19 dispensaries under triple-net lease agreements.
NewLake Capital Partners, Inc. reported the results of its Annual Meeting of Stockholders held on June 4, 2026. Stockholders elected seven directors to serve until the 2027 Annual Meeting and ratified CBIZ CPAs P.C. as the independent registered public accounting firm for the fiscal year ending December 31, 2026.
There were 20,580,766 shares of common stock entitled to vote, with 13,653,797 shares represented in person or by proxy, reflecting 66.3% of eligible shares. Each director nominee received more votes “for” than “against,” and the auditor ratification also received strong support, with over 13.3 million votes in favor.
NewLake Capital Partners reported first quarter 2026 revenue of $12.3 million and net income attributable to common stockholders of $5.8 million, or $0.28 per diluted share. Funds From Operations totaled $9.7 million ($0.46 per share) and Adjusted FFO was $10.1 million ($0.48 per share).
Revenue declined 6.8% from the prior-year quarter as vacancies at three cultivation properties offset rent escalators and contributions from Ohio dispensaries, leading to a 5.9% decline in AFFO. Management highlighted 100% rent collection and a quarterly dividend of $0.43 per share, equal to a 90% AFFO payout ratio.
NewLake emphasized its conservative balance sheet, with $24.8 million in cash, total liquidity of $107.2 million, gross real estate assets of $432.9 million, and debt equal to 1.6% of total gross assets with no maturities until May 2027. The company is monitoring tenant developments at The Cannabist Company, which entered restructuring proceedings but remained current on all lease obligations, supported by approximately $481.6 thousand of security deposits.
NewLake Capital Partners reported steady fourth quarter and full‑year 2025 results while maintaining a very conservative balance sheet. Q4 2025 revenue was $12.3 million, down 1.4% from the prior year quarter, as vacancies at three properties modestly reduced rental income and pushed Adjusted Funds From Operations (AFFO) down 3.0%.
For full year 2025, revenue grew to $51.1 million, up 1.9%, with AFFO of $43.8 million or $2.09 per diluted share, slightly above 2024. The company declared total 2025 dividends of $1.72 per share, an 82% AFFO payout ratio, and kept the quarterly dividend at $0.43 per share for first quarter 2026.
NewLake highlighted a strong balance sheet, with $23.9 million of cash, $7.6 million drawn on its Revolving Credit Facility, total liquidity of $106.3 million, and no debt maturities until May 2027. Gross real estate assets were $432.9 million across 34 properties, and debt represented just 1.6% of total gross assets.
NewLake Capital Partners (NLCP) furnished an update on investor materials and earnings communications. The company announced it issued a press release with financial results for the third quarter ended September 30, 2025, attached as Exhibit 99.1. It also posted an updated investor presentation on its website, attached as Exhibit 99.2.
The materials in Items 2.02 and 7.01 are furnished, not filed, and are not incorporated by reference under the Securities Act or Exchange Act.