Strawberry Fields REIT CEO Emphasizes Disciplined Growth Strategy at NobleCon21

Strawberry Fields REIT Inc. (NYSE American: STRW) Chairman and CEO Moishe Gubin used his presentation at NobleCon21 to outline the company's disciplined expansion strategy and long-term approach to healthcare real estate. The company, which specializes in healthcare-related properties, now holds long-term leasehold interests in 142 healthcare facilities with more than 15,500 licensed beds across 10 states. Gubin emphasized a conservative acquisition philosophy where each property is evaluated from an operator's perspective despite the company's role as a self-administered REIT.

The REIT's business model centers on acquiring and leasing skilled nursing and other healthcare-related properties while avoiding facility development or operation. Instead, Strawberry Fields enters long-term triple-net leases with skilled operators, a structure that transfers operating responsibilities to tenants while providing the REIT with predictable rental income. This approach has resulted in the company consistently collecting 100% of rents while maintaining leases with 3% annual increases, creating a stable revenue stream that supports investor returns.

Third-quarter 2025 results demonstrated continued momentum with rental income reaching $39.7 million and adjusted funds from operations (AFFO) totaling $18.1 million. The company maintains a payout ratio below 50%, allowing retained cash flow to fund acquisitions and support long-term AFFO growth. This financial discipline enables Strawberry Fields to pursue strategic expansion while maintaining financial stability. The company's methodical approach has allowed it to build one of the larger skilled-nursing-focused real estate portfolios in the United States according to industry analysis available at https://ibn.fm/62vC3.

Gubin's presentation at the annual growth event hosted by Noble Capital Markets reinforced how key concepts of disciplined acquisition, predictable cash flow, and long-term stability form the core of the company's strategy. The triple-net lease structure, where tenants cover property taxes, insurance, and maintenance costs, provides insulation from operational risks while ensuring steady rental escalations. This model has proven particularly resilient in the healthcare real estate sector, where demographic trends support long-term demand for skilled nursing facilities.

The company's focus on skilled nursing facilities represents a strategic positioning within the broader healthcare real estate market. With an aging population driving increased demand for long-term care services, Strawberry Fields' portfolio of 142 facilities positions it to benefit from these demographic trends. The company's disciplined approach to acquisitions, combined with its conservative financial management, creates a sustainable growth model that prioritizes stability and predictable returns over aggressive expansion.

Investors seeking additional information about Strawberry Fields REIT can access the latest news and updates through the company's newsroom at https://ibn.fm/STRW. The company's consistent performance and disciplined strategy demonstrate how focused execution in specialized real estate sectors can generate stable returns while managing risk through conservative financial practices and strategic portfolio management.