NYSE$IIPR

Innovative Industrial Properties Inc. A · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported a strong Q2 2021 with significant year-over-year growth in total revenues, net income, and AFFO, driven by strategic investments and portfolio performance.

Innovative Industrial Properties (IIP) announced strong second-quarter results, marked by a 101% increase in total revenues, a 124% increase in net income, and a 104% increase in AFFO compared to the same period in 2020. This growth was primarily driven by the acquisition and leasing of new properties, along with contractual rental escalations. As of August 4, 2021, IIP's portfolio included 73 properties across 18 states, fully leased with a long weighted-average remaining lease term.

  • Total revenues increased by 101% year-over-year to $48.9 million.
  • Net income attributable to common stockholders was $29.0 million, or $1.17 per diluted share.
  • AFFO reached $43.0 million, or $1.64 per diluted share, a 104% increase year-over-year.
  • IIP invested approximately $1.3 billion across its portfolio and committed an additional $358.3 million for tenant improvements.

Headline financials

Total Revenue

$48.9M

Previous: $24.3M+100.7%
EPS (adj)

$1.64

Previous: $1.19+37.8%
Free Cash Flow

$29.3M

Previous: $13.3M+120.4%
Net Income

$29.3M

Previous: $13.3M+120.4%
Operating Income

$32.9M

Previous: $14.2M+132.4%
Gross Profit

$48.9M

Previous: $24.3M+100.7%
Cash & Equivalents

$156M

Previous: $50.2M+211.5%
Total Assets

$2.09B

Previous: $1.18B+77.3%
Stock-Based Comp

$2.13M

Previous: $822K+159.4%

Revenue & EPS history

IIPR · Revenue · Quarterly

$48.9M

Q2 2021+100.7%vs Q2 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+2.0%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+4.8%

Avg return

30 days after

68%

25 / 37 earnings

Positive

+26.8%

Q3 2020

Best reaction

-16.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+14.6%+8.9%+10.8%
Q4 2025+7.7%+14.7%+12.8%
Q3 2025+0.4%+4.0%+2.8%
Q1 2025+4.4%+3.9%+3.7%
Q4 2024-0.8%+0.5%-13.4%
Q3 2024-16.8%-18.6%-19.4%
Q2 2024-2.6%-1.7%+3.3%
Q1 2024-4.2%-3.8%-2.3%
Q4 2023+5.1%+8.3%+15.0%
Q3 2023+8.1%+10.5%+16.8%
Q2 2023+0.0%+4.2%+12.8%
Q1 2023+3.0%+0.1%+2.7%
Q4 2022+7.6%+5.8%-9.7%
Q3 2022+3.1%-1.2%+6.5%
Q2 2022+1.7%-3.2%-6.7%
Q1 2022-2.8%-9.8%-7.6%
Q4 2021+1.2%+4.1%+9.4%
Q3 2021+0.5%+5.9%-5.2%
Q2 2021+1.6%+6.7%+18.0%
Q1 2021+3.1%+0.2%+3.6%
Q4 2020-9.5%-5.9%-15.2%
Q3 2020+26.8%+18.0%+24.4%
Q2 2020+4.9%+10.3%+11.1%
Q1 2020-1.3%-4.7%+21.3%
Q4 2019-1.6%+1.5%-16.3%
Q3 2019+3.5%+5.8%-5.2%
Q2 2019+0.5%-3.7%-19.5%
Q1 2019+0.1%+0.6%+19.8%
Q4 2018+2.9%+14.1%+12.1%
Q3 2018+9.1%+7.0%+20.2%
Q2 2018+11.0%+4.6%+27.9%
Q1 2018-5.9%-4.9%+10.6%
Q4 2017+2.6%+11.9%+28.6%
Q3 2017+0.2%+0.5%+1.6%
Q2 2017-1.4%-0.6%-3.6%
Q1 2017-0.5%-1.6%-2.2%
Q4 2016-2.9%-2.4%+8.5%
Q3 2016
Q1 2016

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