{"id":371796,"date":"2021-02-28T16:14:18","date_gmt":"2021-03-01T00:14:18","guid":{"rendered":"https:\/\/nai500.com\/blog\/2021\/02\/2021%e5%b9%b4-%e5%a4%a7%e9%ba%bb%e8%82%a1-3-2\/"},"modified":"2021-02-28T16:15:06","modified_gmt":"2021-03-01T00:15:06","slug":"2021%e5%b9%b4-%e5%a4%a7%e9%ba%bb%e8%82%a1-4","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2021\/02\/2021%e5%b9%b4-%e5%a4%a7%e9%ba%bb%e8%82%a1-4\/","title":{"rendered":"2021\u5e74\u80a1\u50f9\u6709\u671b\u8f15\u9b06\u7ffb\u500d\u7684\u5169\u96bb\u5927\u9ebb\u80a1"},"content":{"rendered":"<p>\u904e\u53bb\u5e7e\u500b\u6708\uff0c\u7f8e\u570b\u5927\u9ebb\u884c\u696d\u5275\u9020\u4e86\u5947\u8ff9\u3002\u5341\u4e00\u6708\u7684\u5927\u9078\u5f8c\uff0c\u7f8e\u570b36\u500b\u5dde\u5be6\u73fe\u4e86\u85e5\u7528\u5927\u9ebb\u7684\u5408\u6cd5\u5316\uff0c\u540c\u664215\u500b\u5dde\u5be6\u73fe\u4e86\u5a1b\u6a02\u5927\u9ebb\u7684\u5408\u6cd5\u5316\u3002\u53e0\u52a0\u6c11\u4e3b\u9ee8\u63a7\u5236\u4e86\u53c3\u8b70\u9662\uff0c\u7f8e\u570b\u5927\u9ebb\u5408\u6cd5\u5316\uff08\u81f3\u5c11\u662f\u5927\u9ebb\u9664\u7f6a\u5316\uff09\u7684\u671f\u5f85\u5f88\u9ad8\u3002\u4e0d\u904e\uff0c\u5118\u7ba1\u5927\u9ebb\u80a1\u5728\u9019\u4e9b\u5229\u597d\u4e0b\u96c6\u9ad4\u4e0a\u6f32\uff0c\u4f46\u5e77\u975e\u6240\u6709\u7684\u5927\u9ebb\u80a1\u90fd\u662f\u597d\u7684\u6295\u8cc7\u3002<\/p>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=IIPR\">Innovative Industrial Properties Inc.\uff08NYSE: IIPR\uff09<\/a>\u548c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SMG\">Scotts Miracle Gro Co\uff08NYSE: SMG\uff09<\/a>\u9019\u5169\u96bb\u5927\u9ebb\u80a1\u57fa\u672c\u9762\u7a69\u5065\uff0c\u6709\u671b\u57282021\u5e74\u7232\u6563\u6236\u6295\u8cc7\u8005\u63d0\u4f9b\u8c50\u539a\u7684\u56de\u5831\u3002<\/p>\n<h2>1. Innovative Industrial Properties<\/h2>\n<p>\u904e\u53bb\u4e00\u5e74\uff0c\u5927\u9ebb\u985e\u623f\u5730\u7523\u6295\u8cc7\u4fe1\u6258\u57fa\u91d1\uff08REIT\uff09Innovative Industrial Properties\u7684\u80a1\u50f9\u4e0a\u6f3273%\uff0c\u7531\u4e8e\u5927\u9ebb\u5728\u806f\u90a6\u5c64\u9762\u4f9d\u7136\u662f\u975e\u6cd5\u7684\uff0c\u56e0\u6b64\u5927\u9ebb\u516c\u53f8\u7121\u6cd5\u5f9e\u9280\u884c\u6216\u6a5f\u69cb\u6295\u8cc7\u8005\u90a3\u88cf\u7372\u5f97\u878d\u8cc7\u3002\u5728\u9019\u7a2e\u80cc\u666f\u4e0b\uff0c\u8a72\u516c\u53f8\u901a\u904e\u552e\u5f8c\u56de\u79df\u4ea4\u6613\u5411\u9019\u4e9b\u5927\u9ebb\u516c\u53f8\u63d0\u4f9b\u88fd\u9020\u7a7a\u9593\uff0c\u79df\u8cc3\u671f\u9650\u9577\u905410\u523020\u5e74\u3002<\/p>\n<p>Innovative Industrial\u5728\u5168\u7f8e17\u500b\u5dde\u64c1\u670967\u8655\u7269\u696d\uff0c\u53ef\u79df\u8cc3\u9762\u7a4d\u9054580\u842c\u5e73\u65b9\u82f1\u5c3a\u3002\u516c\u53f8\u6240\u6709\u53ef\u79df\u8cc3\u7269\u696d\u7684\u52a0\u6b0a\u5e73\u5747\u5269\u9918\u79df\u8cc3\u671f\u9650\u723216.7\u5e74\uff0c\u53e0\u52a0\u4e09\u91cd\u6de8\u79df\u8cc3\u7d50\u69cb\uff08\u627f\u79df\u4eba\u627f\u64d4\u8af8\u5982\u7dad\u4fee\u3001\u4fdd\u96aa\u548c\u7a05\u91d1\u7b49\u6240\u6709\u8cbb\u7528\u7684\u79df\u8cc3\u5354\u8b70\uff09\uff0c\u8a72\u5927\u9ebb\u80a1\u4e0d\u50c5\u5be6\u73fe\u4e86\u6536\u5165\u7684\u9ad8\u5ea6\u78ba\u5b9a\u6027\uff0c\u800c\u4e14\u6536\u5165\u7684\u5f88\u5927\u4e00\u584a\u90fd\u8f49\u7232\u4e86\u5229\u6f64\u3002\u6b64\u5916\uff0c\u516c\u53f8\u5efa\u7acb\u4e86\u4e00\u500b\u7531\u8072\u8b7d\u597d\u7684\u8de8\u5dde\u904b\u71df\u5546\uff08MSOs\uff09\u7d44\u6210\u4e86\u53ef\u9760\u7684\u627f\u79df\u4eba\u968a\u4f0d\uff0c\u6bd4\u5982\u8aaaHarvest Health &amp; Recreation Inc\uff08OTCQX: HRVSF\uff09\u3001Trulieve Cannabis Corp.\uff08CSE: TRUL\uff09\uff08OTCQX: TCNNF\uff09\u3001Cresco Labs Inc.\uff08OTCQX: CRLBF\uff09\u548cGreen Thumb Industries Inc.\uff08OTCQX: GTBIF\uff09\u3002<\/p>\n<p>\u8ca1\u52d9\u696d\u7e3e\u65b9\u9762\uff0c\u8a72\u516c\u53f82020\u5e74\u524d\u4e5d\u500b\u6708\u7684\u6536\u5165\u540c\u6bd4\u589e\u9577195%\u81f3$7980\u842c\uff0c\u540c\u671f\u8abf\u6574\u5f8c\u71df\u904b\u8cc7\u91d1\uff08FFO\uff09\u589e\u9577223%\u81f3$6670\u842c\u3002AFFO\u662f\u7d93\u904e\u8af8\u5982\u6298\u820a\u548c\u6524\u92b7\u3001\u8cc7\u672c\u5229\u5f97\u3001\u8cc7\u672c\u652f\u51fa\u4ee5\u53ca\u7dad\u8b77\u6210\u672c\u7b49\u975e\u73fe\u91d1\u8cbb\u7528\u8abf\u6574\u5f8c\u7684\u6de8\u5229\u6f64\uff0c\u662f\u8861\u91cfREIT\u76c8\u5229\u80fd\u529b\u66f4\u597d\u7684\u4e00\u500b\u6307\u6a19\u3002\u6b64\u5916\uff0cInnovative Industrial\u7684\u80a1\u606f\u7387\u9ad8\u90542.3%\uff0c\u9ad8\u4e8e\u6a19\u666e500\u6307\u6578\u5747\u503c\u76841.6%\u30022017\u672b\u4ee5\u4f86\uff0c\u8a72\u516c\u53f8\u7684\u80a1\u606f\u5df2\u7d93\u589e\u9577\u8d85\u904e700%\u81f3\u6bcf\u80a1$1.24\u3002<\/p>\n<p>Innovative Industrial\u7684\u9060\u671f\u5e02\u76c8\u7387\u63a5\u8fd138\uff0c\u5e77\u4e0d\u7b97\u4f4e\uff0c\u4f46\u5168\u7403\u85e5\u7528\u5927\u9ebb\u5e02\u5834\u7684\u898f\u6a21\u9810\u8a08\u52302024\u5e74\u5c07\u5feb\u901f\u589e\u9577\u81f3$444\u5104\uff0c\u516c\u53f8\u5c07\u5f9e\u4e2d\u53d7\u76ca\uff0c\u5e77\u6709\u671b\u5728\u672a\u4f86\u5e7e\u500b\u5b63\u5ea6\u7e7c\u7e8c\u5275\u9020\u51fa\u8272\u7684\u76c8\u5229\u548c\u80a1\u50f9\u8868\u73fe\u3002<\/p>\n<h2>2. Scotts Miracle-Gro<\/h2>\n<p>\u76f8\u6bd4\u9ad8\u98a8\u96aa\u7684\u5927\u9ebb\u884c\u696d\uff0cScotts Miracle-Gro\u4f5c\u7232\u4e00\u5bb6\u5927\u9ebb\u884c\u696d\u7684\u914d\u5957\u548c\u670d\u52d9\u516c\u53f8\u5b89\u5168\u6027\u66f4\u9ad8\u3002\u8a72\u516c\u53f8\u662f\u7f8e\u570b\u4e00\u5bb6\u5927\u578b\u7684\u5712\u85dd\u7528\u54c1\u516c\u53f8\uff0c\u540c\u6642\u901a\u904eHawthorne\u5b50\u516c\u53f8\u92b7\u552e\u6c34\u57f9\u7cfb\u7d71\u3002\u7f8e\u570b\u958b\u653e\u85e5\u7528\u548c\u5a1b\u6a02\u5927\u9ebb\u7684\u6b65\u4f10\u53ef\u80fd\u4e0d\u5feb\uff0c\u4f46\u65b9\u5411\u662f\u78ba\u5b9a\u7684\uff0c\u800c\u8d8a\u4f86\u8d8a\u591a\u7684\u5927\u9ebb\u8a31\u53ef\u751f\u7523\u5546\u6703\u9078\u64c7\u5ba4\u5167\u7a2e\u690d\u5927\u9ebb\u3002\u5f97\u76ca\u4e8e\u6b64\uff0c\u8a72\u80a1\u80a1\u50f9\u904e\u53bb\u4e00\u5e74\u4e0a\u6f32\u8d85\u904e80%\uff0c\u4eca\u5e74\u8fc4\u4eca\u4e0a\u6f32\u8d85\u904e7%\u3002<\/p>\n<p>2021\u8ca1\u5e74\u4e00\u5b63\u5ea6\uff08\u622a\u81f31\u67082\u65e5\uff09\u671f\u9593\uff0cScotts\u7684\u6536\u5165\u589e\u9577\u8d85\u904e100%\u81f3$7.486\u5104\uff0c$2220\u842c\u7684\u6de8\u5229\u6f64\u4e5f\u9ad8\u4e8e\u6b63\u5e38\u6c34\u5e73\u3002\u9019\u4e5f\u662f\u8a72\u516c\u53f8\u9996\u6b21\u5831\u544a\u4e00\u5b63\u5ea6\u76c8\u5229\u3002<\/p>\n<p>\u7121\u8ad6\u662f\u5728\u985e\u4f3c\u79d1\u7f85\u62c9\u591a\u5dde\u548c\u52a0\u5229\u798f\u5c3c\u4e9e\u5dde\u9019\u6a23\u7684\u6210\u719f\u5e02\u5834\uff0c\u9084\u662f\u985e\u4f3c\u4fc4\u514b\u62c9\u8377\u99ac\u5dde\u548c\u5bc6\u6b47\u6839\u5dde\u9019\u6a23\u525b\u525b\u5be6\u73fe\u5927\u9ebb\u5408\u6cd5\u5316\u7684\u5e02\u5834\uff0c\u4e5f\u7121\u8ad6\u662f\u8001\u6d3e\u7684\u9084\u662f\u65b0\u7684\u5927\u9ebb\u751f\u7523\u5546\uff0c\u5b83\u5011\u5c0d\u4e8e\u6c34\u57f9\u7cfb\u7d71\u7684\u9700\u6c42\u90fd\u975e\u5e38\u65fa\u76db\u3002\u8ca2\u737b\u4e86\u8a72\u516c\u53f8\u4e00\u5b63\u5ea6\u7e3d\u92b7\u552e\u984d41.3%\u7684Hawthorne\u7684\u6536\u5165\u540c\u6bd4\u589e\u957771%\u81f3$3.094\u5104\uff0c\u5e77\u9810\u8a082021\u8ca1\u5e74\u7684\u6536\u5165\u5c07\u4e0d\u4f4e\u4e8e$12\u5104\u3002<\/p>\n<p>Scotts\u4e0d\u53ea\u662f\u7523\u54c1\u7684\u5206\u92b7\uff0c\u800c\u662f\u7a4d\u6975\u958b\u767c\u6574\u9ad4\u89e3\u51b3\u65b9\u6848\u5e6b\u52a9\u7a2e\u690d\u5546\u63d0\u9ad8\u7523\u91cf\u548c\u8cea\u91cf\uff0c\u8207\u5176\u4ed6\u6c34\u57f9\u7cfb\u7d71\u63d0\u4f9b\u5546\u5f62\u6210\u4e86\u5dee\u5f02\u5316\u7af6\u722d\u3002\u7232\u4e86\u63d0\u5347\u5927\u9ebb\u548c\u5de5\u696d\u5927\u9ebb\u7684\u7a2e\u690d\uff0c\u8a72\u516c\u53f8\u4e00\u76f4\u5728\u5927\u529b\u6295\u5165\u5305\u62ec\u690d\u7269\u907a\u50b3\u7b49\u9818\u57df\u7684\u7814\u767c\u3002<\/p>\n<p>\u7531\u4e8e\u6295\u5165\u6210\u672c\u548c\u71df\u92b7\u8cbb\u7528\u7684\u4e0a\u5347\uff0cScotts Miracle-Gro\u7684\u5229\u6f64\u9762\u81e8\u4e00\u5b9a\u7684\u58d3\u529b\u3002\u4e0d\u904e\uff0c\u8a72\u80a1\u7684\u5e02\u5834\u6a5f\u6703\u9060\u9ad8\u4e8e\u9019\u4e9b\u6311\u6230\u3002\u7f8e\u570b\u5927\u9ebb\u5e02\u5834\u7684\u898f\u6a21\u6709\u671b\u4ee528%\u7684\u5e74\u8907\u5408\u589e\u9577\u7387\uff08CAGR\uff09\u589e\u9577\uff0c\u52302026\u5e74\u589e\u81f3$904\u5104\u3002\u7f8e\u570b13\u500b\u5dde\u8a08\u5283\u57282021\u5e74\u5be6\u73fe\u85e5\u7528\u6216\u5a1b\u6a02\u5927\u9ebb\u7684\u5408\u6cd5\u5316\uff0c\u5c4a\u6642Scotts\u7684\u5e02\u5834\u898f\u6a21\u5c07\u6210\u500d\u589e\u9577\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u904e\u53bb\u5e7e\u500b\u6708\uff0c\u7f8e\u570b\u5927\u9ebb\u884c\u696d\u5275\u9020\u4e86\u5947\u8ff9\u3002\u5341\u4e00\u6708\u7684\u5927\u9078\u5f8c\uff0c\u7f8e\u570b36\u500b\u5dde\u5be6\u73fe\u4e86\u85e5\u7528\u5927\u9ebb\u7684\u5408\u6cd5\u5316\uff0c\u540c\u664215\u500b\u5dde\u5be6\u73fe\u4e86\u5a1b\u6a02 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":371793,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[],"class_list":["post-371796","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","sectors--zh-hant","locations-canada-zh-hant","locations-us-zh-hant","exchange-cse-zh-hant","exchange-nyse-zh-hant","exchange-otcqx-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/371796","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=371796"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/371796\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/371793"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=371796"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=371796"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=371796"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}