Innovative Industrial Properties Inc vs Annaly Capital Management, Inc. — how do they compare? Innovative Industrial Properties Inc trades at $51.83 (market cap $1.43B), while Annaly Capital Management, Inc. trades at $18.3 (market cap $13.77B). The key difference: Annaly Capital Management, Inc. is far larger — about 9.6× Innovative Industrial Properties Inc's market cap, and Annaly Capital Management, Inc. pays the higher dividend (16.42%). Which is the better fit depends on your goals — on Pluang, investors hold Innovative Industrial Properties Inc for 86 Days and Annaly Capital Management, Inc. for 91 Days on average.
| IIPR | NLY | |
|---|---|---|
Market Cap | $1.43B | $13.77B |
Volume | 394,222 | 21,283,879 |
Sector | Real Estate | Real Estate |
52-Week High | $64.67 | $24.40 |
52-Week Low | $44.58 | $17.93 |
Typical Hold Time | 86 Days | 91 Days |
Enterprise Value | $1.96B | $135.80B |
Dividend Yield | 14.64% | 16.42% |
Signals from Pluang's Aura AI — not financial advice
IIPR trades at $51.92, up 1.35% with bearish technical signals but attractive valuation metrics including P/E of 11.75 and P/B of 0.83. The REIT reported mixed Q2 2026 earnings, beating expectations with $1.36 EPS versus $1.02 expected, while revenue declined to $266M in 2025. Recent news highlights a $245M mezzanine loan commitment and a $1.90 quarterly dividend, though cash flow turned negative in 2025.
The stock presents a high-yield opportunity with 13%+ dividend yield but faces tenant default risks and sector volatility. Analyst consensus is mixed with 36% buy ratings and $84.67 price target suggesting 63% upside, though technical indicators remain bearish. Regulatory catalysts and balance sheet strength provide potential upside amid cannabis REIT sector challenges.
NLY trades at $18.27, up 1.9% with strong recent earnings beats (Q2 2026 EPS of $0.79 vs. $0.751 expected). The stock shows bearish technical signals but attractive valuation with P/E of 4.41 and P/B of 0.91. Recent news highlights the 14.7% dividend yield and portfolio expansion to $107 billion in 2026. Cash flow trends show improving net cash flow from $550M in 2025 to projected $853M in 2026.
NLY presents a high-yield opportunity with sustainable dividends supported by strong portfolio growth, though technical indicators signal caution. The stock trades at a discount to analyst consensus target of $22.00 (57% buy ratings). Key risks include interest rate sensitivity and mortgage spread volatility, but fundamental strength supports the current yield.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Innovative Industrial Properties Inc is a real estate investment trust engaged in the acquisition, ownership, and management of specialized industrial properties leased to state-licensed operators for their regulated medical-use cannabis facilities. It conducts its business through a traditional umbrella partnership real estate investment trust, or UPREIT structure, in which properties are owned by Operating Partnership, directly or through subsidiaries. Its property portfolio is spread across the United States.
Read more on IIPR →Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →