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

Strawberry Fields REIT Inc. (NYSE American: STRW) Chairman and CEO Moishe Gubin outlined the company's disciplined expansion strategy and long-term approach to healthcare real estate during his presentation at NobleCon21, the annual growth event hosted by Noble Capital Markets. The self-administered real estate investment trust, which specializes 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, demonstrating significant scale in a specialized sector. Gubin emphasized that despite the company's role as a REIT, each property acquisition is evaluated from an operator's perspective, ensuring properties meet operational standards and maintain long-term viability. This disciplined approach to portfolio growth has allowed Strawberry Fields REIT to maintain consistent financial performance while expanding its footprint in the healthcare real estate market.

Financial stability forms a cornerstone of the REIT's strategy, with the company consistently collecting 100% of rents through long-term triple-net leases that include 3% annual increases. This lease structure, where tenants are responsible for property expenses including taxes, insurance, and maintenance, provides predictable cash flow and reduces operational risk for the REIT. Third-quarter 2025 results showed continued momentum with rental income reaching $39.7 million and adjusted funds from operations (AFFO) totaling $18.1 million, indicating strong operational performance.

The company's conservative financial management includes maintaining a payout ratio below 50%, allowing retained cash flow to fund acquisitions and support long-term AFFO growth. This approach provides financial flexibility while ensuring sustainable dividend payments to shareholders. The company concentrates on the acquisition and leasing of skilled nursing and other healthcare-related properties without developing or operating the facilities itself, instead partnering with skilled operators through its triple-net lease structure.

For investors and industry observers, Strawberry Fields REIT's strategy represents a model of disciplined growth in healthcare real estate, a sector that has gained increased attention due to demographic trends and healthcare needs. The company's focus on skilled nursing facilities addresses a growing market segment as the population ages, while its conservative financial approach provides stability in a sector that can experience regulatory and operational challenges. The latest news and updates relating to STRW are available in the company's newsroom at https://ibn.fm/STRW, while additional information about the company's portfolio and strategy can be found at https://ibn.fm/62vC3.

The implications of this disciplined approach extend beyond immediate financial returns, potentially influencing how other healthcare REITs approach portfolio management and risk assessment. As healthcare real estate continues to evolve with changing demographics and regulatory environments, Strawberry Fields REIT's emphasis on operator perspective evaluation and conservative financial management may serve as a benchmark for sustainable growth in the sector. The company's presentation at NobleCon21 highlights how specialized real estate investment trusts can balance growth objectives with risk management while serving essential healthcare infrastructure needs.