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Investing Group Leader Julian Lin explains why Innovative Industrial Properties (IIPR) is a rare conviction buy, even with a potential dividend cut on the horizon.
The Breakdown:
Priced for Failure: Most dividend cuts crush a stock, but IIPR is already trading as if the worst has happened.
The "Safety" Math: Even if IIPR cuts its dividend to a conservative 85% payout ratio, it would still yield a massive 12%.
Fortress Balance Sheet: With industry-leading low debt, the company is built to survive a 20% vacancy rate and still out-income the competition.
Stop chasing "yield traps" and start looking at the math. In 2026, the real value is in the stocks that have already survived the panic.
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