Pelorus Capital Group

Specialist Private Credit and Equity Platform

Click the link the Invest Now button on the website to learn more.

[Rob Sechrist @rob_sechrist]

The recent cannabis rescheduling news should have been a confidence-building moment for public market investors.

Instead, it exposed a deeper issue: trust in how the public markets function, and being too focused on timing.

On a recent Trade to Black podcast, the panel captured what many investors are feeling right now:
“With an announcement of that size, you get new investors involved… and what happens is the stock basically goes down 40% across the board. That’s a trust issue.”

Another point hit even harder:
“Their first experience is a rescheduling announcement - which is the biggest - and the stock goes down 20, 30, 40%.”

The discussion went on to explain why this happens: thin liquidity, microcap dynamics, ETFs, swaps, and market makers aggressively managing exposure in an illiquid environment. In other words: price action driven less by fundamentals and more by structure.

And this is the part worth pausing on.

Cannabis can be a compelling long-term investment, especially as federal policy shifts toward normalization.

But public cannabis equities are still subject to:
• extreme volatility
• thin liquidity
• ETF and swap mechanics
• market maker pricing distortions

That’s why more sophisticated investors are asking a different question:
“Do I want exposure to cannabis… or exposure to cannabis public market mechanics?”

Private investment vehicles offer a clear alternative:
• No daily mark-to-market volatility
• No market maker or swap-driven price action
• Valuations driven by operations, cash flow, and regulatory progress. Not intraday trading dynamics

For investors who believe in the cannabis thesis but are frustrated by public market behavior, private structures can provide alignment, patience, and control that public markets currently do not.

@TheDalesReport

[TDR @TheDalesReport]

▶️ @PelorusCG President Rob Sechrist @m5_rob expounds on the value of the Pelorus Data Project.

🎦 WATCH the full interview: https://t.co/C7wB99ReKB

🇺🇸🇨🇦🇩🇪🌎⚕️🌿🥦🧺 ETFs: $YOLO $MSOS

[TDR @TheDalesReport]

▶️ @PelorusCG President Rob Sechrist @m5_rob on how the timing of ReScheduling impacts their new equity growth fund.

🎦 WATCH the full interview: https://t.co/oBc4NcoQfX

🇺🇸🇨🇦🇩🇪🌎⚕️🌿🥦
🧺 ETFs: $YOLO $MSOS $CNBS $TOKE $WEED

[TDR @TheDalesReport]

▶️ @PelorusCG President Rob Sechrist @m5_rob:

🗣️ "You cannot compete unless you're vertically integrated in these ultra competitive markets [like CA & MI] ... you have to have the size & scale to do that."

🎦 WATCH: https://t.co/C7wB99QGV3

🇺🇸🇨🇦🇩🇪🌎⚕️🌿🥦🧺 ETFs: $YOLO $MSOS

[TDR @TheDalesReport]

🎦 TRADE TO BLACK
Powered by Dutchie @getdutchie

🎦 Billion-Dollar Cannabis Bet: Pelorus Capital's New Equity Fund

🎙️ @PelorusCG President Rob Sechrist @m5_rob

🇺🇸🇨🇦🇩🇪🌎⚕️🌿🥦
🧺 ETFs: $YOLO $MSOS $CNBS $TOKE $WEED
https://t.co/YgGg0pLGGG

[TDR @TheDalesReport]

🎦 LIVE at 4pm EST!

🎙️ Rob Sechrist @m5_rob of @PelorusCG weighs the impact of the upcoming catalysts:

- Trump 🆚 Kamala
- ALJ Hearing ⏩ ReScheduling
- 🌅 #YesOn3

💡 Rob is a politically connected institutional investor, so don't miss this one!

▶️ https://t.co/kAqAvIdXSO

[Pelorus Capital Group @PelorusCG]

There are different ways to make private investments. Investors in many funds are limited partners (LPs). This is the case with Pelorus. What makes an LP investment different? Pelorus President and co-founder Rob Sechrist explains. #limitedpartner #lpinvesting #privateinvestment

[Mission Matters Business @bigmoneymatters]

@askadamtorres interviews Rob Sechrist, Co-Founding President of Pelorus Capital Group, explore what this securitization could mean for the future of the cannabis sector.

Listen to full episode here:
https://t.co/Nd6EIYY39h

#podcasts #applepodcasts

[Pelorus Capital Group @PelorusCG]

https://t.co/a0YBV5GF8F
We're excited to share this video by @shadddales and @TheDalesReport , who did an in-depth seed-to-sale video and featured one of the Pelorus borrowers, @terrascendcorp.

[Pelorus Capital Group @PelorusCG]

Private funds and asset allocators are seeing the traction that #retailinvestors can bring. While retail investors may not be able to write the checks institutional investors can, there is a large pool of them looking for opportunities and when aggregated, can be meaningful.

[Pelorus Capital Group @PelorusCG]

https://t.co/g3EEN9mYcq Pelorus President and Co-Founder Rob Sechrist was interviewed by Roger Becker on the Street Smart Success podcast. A great discussion about Rob's history, the genesis of Pelorus and the state of the industry. Click below to listen!

[Pelorus Capital Group @PelorusCG]

The Pelorus Fund is a #privatedebt fund.  That's not the same thing as a #privateequity fund and has different pros and cons.  In this video, Rob Sechrist breaks down the difference and what it means to the #investors.

[Pelorus Capital Group @PelorusCG]

https://t.co/pOdSe4BOFq

[Pelorus Capital Group @PelorusCG]

Are you an accredited investor in the San Diego area, and interested in investing in, or learning more about the Pelorus Fund and how we've been able to generate an IRR LTD of approximately 14%?
Contact us at [email protected] for details.

[TDR @TheDalesReport]

Like clockwork, another ~1% internal rate of return in Sep for the specialty-use mREIT Fund operated by @PelorusCG. Now with a YTD annualized return of 12.08% and has ⬆️ assets under management (AUM) by $46M since June alone. No 🐻 around these parts...

https://t.co/fkdmFYM7oZ

[Pelorus Capital Group @PelorusCG]

Our Managing Partner Travis Goad explaining how recently pricing #securitization helps protect our investors.
https://t.co/4lCIGGmNZ4

[Pelorus Capital Group @PelorusCG]

A common concern we hear is about potential legal exposure for investing in a cannabis-related asset class. Rob Sechrist clears the confusion and explains how some of the ETFs and REITs you're likely invested in currently have more direct engagement with cannabis operators.

[Pelorus Capital Group @PelorusCG]

The question that everyone asks when considering #investing with Pelorus: What are your returns? In this video, Pelorus President and Co-Founder Rob Sechrist talks about the #IRR lifetime to date. @robsechrist

[Pelorus Capital Group @PelorusCG]

If you missed our webinar yesterday, the replay is here. @robsechrist #webinar #privateequity #investing
https://t.co/mEwvgl5ywk

[Pelorus Capital Group @PelorusCG]

Our co-founder @robsechrist had a chance to sit down with US Senator Cory Gardner on @TheDalesReport at the Benzinga Cannabis Capital Conference in Chicago last week to discuss the passing of SAFE Banking through the Senate Banking Committee. https://t.co/BgkOvnZV6N