Speakers:

Anthony Coniglio, Chief Executive Officer, NewLake Capital Partners

Discussion Points

· How potential regulatory changes at the federal (s3) and state (TX, VA, etc) level are impacting demand for credit so far from cannabis (MJ) companies

· Sizing up the competition (other sale leaseback; mortgage REITS; BDCs; regional banks)

· Has sale lease back lost its edge vs. other credit alternatives vs. 5 years ago

· Potential opportunities to fund expansion in Europe

· Quality of the NLCP tenant book, and benchmarking with IIPR

· A discussion of all key tenants, and any problem areas

· Ability to cover the dividend

· NLCP diversifying outside cannabis

· Potential catalysts for NLCP shares