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August 2026 Newsletter
What the Industry's Biggest Lenders Told Investors This Quarter Cannabis's largest lenders reported second quarter results and hosted earnings calls this month...
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July 2026 Newsletter
The Vireo-Cannabis transaction described in this month’s newsletter is a live example of a pattern showing up across the industry: cannabis companies mostly can...
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June 2026 Newsletter
DEA Hearing Begins: Could Adult-Use Cannabis Be Next for 280E Relief? Federal cannabis policy reaches a new milestone this month. On June 29, the DEA opened a ...
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May 2026 Newsletter
The Great Cannabis Reset: Why Smaller Companies are Winning Again For years, the cannabis industry rewarded aggressive expansion, massive footprints, and growt...
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April 2026 Newsletter
Federal Reform Is Already Shifting Investor Appetite The DOJ’s move to reschedule state-licensed medical cannabis to Schedule III is the most meaningful federa...
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March 2026 Newsletter
Hemp Bans Go Into Effect in Ohio and Texas, Forcing THC Back to Dispensary Channels Ohio — Senate Bill 56 Ohio's new law takes effect this March and significa...
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February 2026 Newsletter
Maryland Signals a New Wave of Cannabis Openings, Real Estate Moves First Maryland regulators are forecasting a meaningful jump in new licensed cannabis storef...
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January 2026 Newsletter
Licensed Cannabis Properties Heat Up Across Key Markets Licensed cannabis properties are entering the new year with fresh momentum as operators look for stable,...
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