Strawberry Fields REIT Inc. (NYSE American: STRW) Chairman and CEO Moishe Gubin presented the company's disciplined expansion strategy and long-term approach to healthcare real estate at NobleCon21, the annual growth event hosted by Noble Capital Markets. The self-administered real estate investment trust specializing in healthcare-related properties has built one of the larger skilled-nursing-focused real estate portfolios in the United States through methodical growth and conservative acquisition practices.
The company now holds long-term leasehold interests in 142 healthcare facilities with more than 15,500 licensed beds across 10 states. Gubin emphasized that despite the company's role as a REIT, each property is evaluated from an operator's perspective, ensuring sustainable partnerships with skilled nursing facility operators. This disciplined approach has resulted in consistent performance, with the REIT collecting 100% of rents and maintaining long-term triple-net leases that include 3% annual increases.
Third-quarter 2025 results demonstrate the effectiveness of this strategy, with rental income reaching $39.7 million and adjusted funds from operations (AFFO) totaling $18.1 million. The company's financial discipline extends to its dividend policy, maintaining a payout ratio below 50% to retain cash flow for funding acquisitions and supporting long-term AFFO growth. This conservative financial management allows Strawberry Fields REIT to pursue strategic expansion while maintaining stability for investors.
The company's business model focuses exclusively on acquisition and leasing of skilled nursing and other healthcare-related properties, avoiding development and facility operations. 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 minimizes operational risk while capitalizing on the growing demand for healthcare real estate as demographic trends favor increased need for skilled nursing facilities.
For business and technology leaders monitoring real estate investment trends, Strawberry Fields REIT's strategy offers insights into how disciplined acquisition practices and conservative financial management can create sustainable growth in specialized real estate sectors. The company's consistent rent collection and long-term lease structures provide stability in an often volatile market, while the healthcare focus positions the REIT to benefit from demographic shifts toward an aging population. The latest news and updates relating to STRW are available in the company's newsroom at https://ibn.fm/STRW.
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