Strawberry Fields REIT, Inc. (NYSE AMERICAN: STRW) presented its disciplined growth strategy and long-term approach to healthcare real estate during Chairman and Chief Executive Officer Moishe Gubin's presentation at NobleCon21. The company has built a skilled-nursing-focused portfolio through conservative acquisitions, predictable cash flow, and long-term stability, supported by triple-net leases and a record of 100% rent collection.
The REIT now holds long-term leasehold interests in 142 healthcare facilities with more than 15,500 licensed beds across 10 states, including Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee and Texas. The portfolio comprises 130 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals. Despite being a self-administered REIT, the company continues to evaluate acquisitions with an operator-first mindset, prioritizing sustainable partnerships over rapid expansion.
Gubin highlighted strong third-quarter 2025 results during the presentation, including rental income of $39.7 million and adjusted funds from operations of $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 positions Strawberry Fields REIT to navigate the complex healthcare real estate market while maintaining stability for investors.
The company's approach matters because it demonstrates how healthcare-focused REITs can achieve sustainable growth in a sector facing demographic pressures and regulatory challenges. With an aging population increasing demand for skilled nursing facilities, disciplined operators like Strawberry Fields REIT play a crucial role in maintaining quality healthcare infrastructure. Their conservative financial management, evidenced by the low payout ratio and consistent rent collection, provides a model for stability in a volatile economic environment.
Investors seeking more information about Strawberry Fields REIT can access the company's newsroom at https://ibn.fm/STRW, while the full press release from the NobleCon21 presentation is available at https://ibn.fm/Q7SyF. The company's strategy highlights the importance of long-term thinking in healthcare real estate investments, particularly as demographic trends continue to drive demand for skilled nursing and assisted living facilities across the United States.
