Strawberry Fields REIT CEO Outlines Disciplined Healthcare Real Estate Strategy at NobleCon21

Strawberry Fields REIT Inc. (NYSE American: STRW) Chairman and CEO Moishe Gubin used his presentation at NobleCon21 to detail the company's disciplined approach to healthcare real estate investment, emphasizing conservative acquisition strategies and predictable cash flow as cornerstones of its business model. The annual growth event hosted by Noble Capital Markets provided a platform for Gubin to explain how the self-administered real estate investment trust has built one of the larger skilled-nursing-focused real estate portfolios in the United States through methodical expansion.

The company now holds long-term leasehold interests in 142 healthcare facilities with more than 15,500 licensed beds across 10 states, concentrating exclusively on the acquisition and leasing of skilled nursing and other healthcare-related properties. Unlike some competitors, Strawberry Fields REIT does not develop or operate the facilities it owns, instead entering long-term triple-net leases with skilled operators. This structure places operating responsibilities entirely on the tenant while providing the REIT with predictable rental income streams.

Gubin emphasized a conservative acquisition philosophy during his presentation, noting that each property is evaluated from an operator's perspective despite the company's role as a real estate owner. This operator-focused due diligence approach has contributed to the REIT's consistent collection of 100% of rents and maintenance of long-term triple-net leases with 3% annual increases. The company's financial performance reflects this disciplined strategy, with third-quarter 2025 results showing rental income of $39.7 million and adjusted funds from operations (AFFO) of $18.1 million.

The importance of Strawberry Fields REIT's approach lies in its demonstration of how healthcare real estate can provide stable returns even in uncertain economic environments. By maintaining a payout ratio below 50%, the company retains significant cash flow to fund acquisitions and support long-term AFFO growth without excessive leverage. This conservative financial management allows the REIT to pursue strategic expansion while maintaining stability for investors seeking exposure to the healthcare sector.

For the healthcare industry, Strawberry Fields REIT's model provides skilled nursing operators with access to capital for facility improvements and expansion without the burden of property ownership. The company's portfolio growth to 142 facilities represents substantial investment in healthcare infrastructure across multiple states, supporting the delivery of care to vulnerable populations. The REIT's consistent rent collection record suggests strong operator relationships and careful tenant selection processes that minimize risk.

Investors monitoring healthcare real estate trends should note the company's emphasis on scale, discipline, and steady returns as outlined in Gubin's NobleCon21 presentation available through this investment community resource. The REIT's specialized focus on healthcare properties positions it to benefit from demographic trends favoring increased healthcare utilization, while its conservative financial approach aims to mitigate risks associated with regulatory changes and economic cycles affecting the sector.