Strawberry Fields REIT, Inc. (NYSE AMERICAN: STRW) presented its disciplined growth strategy and long-term approach to healthcare real estate during Chairman and CEO 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. Despite being a self-administered REIT, the company maintains an operator-first mindset when evaluating acquisitions, prioritizing partnerships with healthcare providers who can deliver consistent performance. This approach has resulted in a geographically diverse portfolio spanning Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee and Texas.
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's payout ratio remains below 50%, allowing retained cash flow to fund acquisitions and support long-term AFFO growth. This financial discipline positions Strawberry Fields to continue expanding its healthcare real estate portfolio while maintaining financial stability.
The company's portfolio comprises 130 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals. This concentration in skilled nursing represents a strategic focus on a healthcare sector with consistent demand drivers, particularly as demographic trends point toward increasing need for senior care services. The triple-net lease structure provides predictable income streams while transferring operational responsibilities to experienced healthcare operators.
For investors and industry observers, Strawberry Fields' approach demonstrates how specialized REITs can navigate the healthcare real estate sector through careful partner selection and financial discipline. The company's performance metrics and expansion strategy offer insights into investment opportunities within the growing healthcare infrastructure market. Additional information about the company is available in its newsroom at https://ibn.fm/STRW, while details about the NobleCon21 presentation can be found at https://ibn.fm/Q7SyF.
The healthcare real estate sector continues to attract investor interest due to demographic trends and the essential nature of medical services. Strawberry Fields' focus on skilled nursing facilities positions the company to benefit from aging population trends while maintaining conservative financial metrics. The company's operator-first acquisition philosophy emphasizes sustainable partnerships over rapid expansion, potentially reducing risk while creating long-term value for shareholders.
