Please join SFOG for an exclusive webinar with Gotham Green Partners.
The total addressable market in cannabis continues to grow as consumer adoption accelerates and new markets open. We estimate that this growth could require over $20B of new debt capital investment over the next 5 years to build out new adult-use markets and expand existing footprints. Due to the limited supply of traditional debt capital, there is an immediate opportunity to originate senior-secured loans to U.S. cannabis operators with return enhancements through warrants and other equity-linked securities. We aim to provide downside protection through asset coverage, targeting total base case gross annual returns of 15 – 25%+. Join us as we discuss recent market trends and the opportunity set more specifically.
Gotham Green Partners has deployed over $350 million in cannabis private credit since 2017, with a track record of realizations. Gotham’s expansive industry network and experience in private and special situations credit allow the firm to leverage proprietary sourcing, creative structuring, and rigorous underwriting standards to enhance the entire investment life cycle. Gotham maintains a robust pipeline of credit opportunities and is enthusiastic about the future growth and maturation of the cannabis industry.