Cannabis stocks offer an excellent entry point after a procedural pause in the DEA rescheduling hearing triggered near-panic selling. The industry has never been closer to rescheduling and resolving custody and uplisting issues, and it recently refinanced its debt on excellent rate and duration terms. The pause until October 13 may delay rescheduling somewhat but is unlikely to derail it, and institutional investors should begin entering over the rest of the year. x.com 

MSOS's underlying cannabis operators burn cash, dilute shareholders frequently and have poor management, so waiting for US regulatory reform still entails substantial time decay. x.com 

Private cap rates can overstate apparent bargains in public REITs when only prime properties trade during a liquidity drought. Weaker owners may refinance, while distressed assets remain with lenders. Overhead, leverage, management and liquidation costs can justify NAV discounts; scale, low capital costs and disciplined acquisitions can warrant premiums. Favor property quality, sound balance sheets and a margin of safety rather than every discount. x.com  x.com