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REFI Navigates Cannabis Lending Shifts | Business and Finance News
Description
Chicago Atlantic REFI’s Q2 2026 results show strong portfolio growth despite timing lags from early loan prepayments, while their cannabis lending pipeline hits $649M. With two cannabis firms going public and the DOJ moving to reschedule marijuana products, the industry is heating up—but REFI stays focused on disciplined underwriting, not policy bets. Their merger with Chicago Atlantic BDC (expected Q4 2026) aims to boost scale and liquidity, while a new $62.5M deal financing 32 cannabis-leased retail properties diversifies revenue and unlocks exit fee potential. REFI remains confident in its niche strategy and plans to keep paying dividends amid market shifts.
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