Strawberry Fields REIT Emphasizes Disciplined Growth Strategy in Healthcare Real Estate

Strawberry Fields REIT, Inc. highlighted its disciplined growth strategy and long-term approach to healthcare real estate during a presentation by Chairman and Chief Executive Officer Moishe Gubin at NobleCon21. Gubin outlined how the company has built a skilled-nursing-focused portfolio centered on conservative acquisitions, predictable cash flow, and long-term stability, supported by long-term triple-net leases and a record of 100% rent collection. The company now holds long-term leasehold interests in 142 healthcare facilities with more than 15,500 licensed beds across 10 states and continues to evaluate acquisitions with an operator-first mindset despite its role as a self-administered REIT.

Gubin also highlighted strong third-quarter 2025 results, including rental income of $39.7 million and adjusted funds from operations of $18.1 million, as well as a payout ratio below 50%, which allows retained cash flow to fund acquisitions and support long-term AFFO growth. This financial discipline is central to the company's strategy, enabling it to navigate the complex healthcare real estate market while maintaining stability. The focus on skilled nursing facilities, which represent the majority of its portfolio, positions Strawberry Fields REIT in a sector with consistent demand driven by demographic trends and healthcare needs.

The company's portfolio includes 130 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals, located throughout states such as Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee, and Texas. This geographic diversification helps mitigate regional risks and supports the company's goal of sustainable growth. By adhering to a conservative acquisition model and prioritizing long-term leases, Strawberry Fields REIT aims to provide reliable returns to investors while contributing to the healthcare infrastructure in the communities it serves.

For more details on the company's performance and strategy, investors can refer to the latest news and updates available in the company's newsroom at https://ibn.fm/STRW. The emphasis on disciplined expansion and financial prudence underscores the importance of Strawberry Fields REIT's approach in an industry where stability and predictability are key to long-term success. As the healthcare real estate market evolves, the company's focus on skilled nursing and conservative growth may serve as a model for resilience and strategic planning in the sector.