NYSE$IIPR

Innovative Industrial Properties Inc. A · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported a 57% increase in total revenues year-over-year, driven by portfolio performance of 76 properties across 19 states.

Innovative Industrial Properties (IIP) announced its Q3 2021 results, showcasing a 57% increase in total revenues compared to the same period in 2020. The growth was primarily driven by the acquisition and leasing of new properties, along with contractual rental escalations and amendments.

  • Total revenues reached approximately $53.9 million, up from $34.3 million in Q3 2020.
  • Net income attributable to common stockholders was approximately $29.8 million, or $1.20 per diluted share.
  • Funds from operations (FFO) (diluted) totaled approximately $42.5 million, or $1.62 per diluted share.
  • Adjusted funds from operations (AFFO) reached approximately $45.0 million, or $1.71 per diluted share.

Headline financials

Total Revenue

$53.9M

Previous: $34.3M+56.9%
EPS (adj)

$1.71

Previous: $1.28+33.6%
Free Cash Flow

$30.1M

Previous: $19.2M+56.6%
Net Income

$30.1M

Previous: $19.2M+56.6%
Operating Income

$36.3M

Previous: $20.4M+77.7%
Gross Profit

$53.9M

Previous: $34.3M+56.9%
Cash & Equivalents

$127M

Previous: $161M-21.0%
Total Assets

$2.1B

Previous: $1.5B+40.2%
Stock-Based Comp

$2.19M

Previous: $841K+160.5%

Revenue & EPS history

IIPR · Revenue · Quarterly

$53.9M

Q3 2021+56.9%vs Q3 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 Q3 2021

Historical avgQ3 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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