NYSE$IIPR

Innovative Industrial Properties Inc. A · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

IIP generated increased revenues and net income, driven by strategic acquisitions and leasing activities.

Innovative Industrial Properties (IIP) reported a strong fourth quarter and full year 2021, marked by significant growth in revenues and net income. The company's strategic investments in new properties and improvements at existing locations, coupled with contractual rental escalations, were key drivers of this financial performance.

  • Total revenues increased by 59% for the quarter, reaching approximately $58.9 million, compared to $37.1 million for the same period in 2020.
  • Net income attributable to common stockholders was approximately $28.3 million, or $1.14 per diluted share.
  • AFFO reached approximately $48.6 million, or $1.85 per diluted share.
  • The increase in revenues was primarily driven by the acquisition and leasing of new properties, additional improvement allowances and construction funding at existing properties, and contractual rental escalations at certain properties.

Headline financials

Total Revenue

$58.9M

Previous: $37.1M+58.9%
EPS (adj)

$1.85

Previous: $1.29+43.4%
Net Income

$28.3M

Previous: $21M+34.8%
Operating Income

$38.5M

Previous: $24.8M+55.0%
Gross Profit

$57.1M

Previous: $36.1M+58.3%
Cash & Equivalents

$81.1M

Previous: $19.6M+314.2%
Total Assets

$2.08B

Previous: $1.44B+44.5%
Stock-Based Comp

$2.19M

Previous: $842K+160.3%

Revenue & EPS history

IIPR · Revenue · Quarterly

$58.9M

Q4 2021+58.9%vs Q4 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

IIP's forward guidance was not explicitly provided in the press release. The absence of specific forward-looking statements suggests a focus on the reported period's results and recent activities, rather than detailed expectations for future performance.

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 Q4 2021

Historical avgQ4 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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