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 emphasized its focus on building a skilled-nursing-centered 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 operating as a self-administered REIT, the company maintains an operator-first mindset when evaluating potential acquisitions. This approach prioritizes sustainable partnerships with healthcare operators over rapid expansion, creating a more resilient portfolio structure.
Gubin highlighted strong third-quarter 2025 financial 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 conservative financial management provides flexibility for strategic expansion while maintaining stability for investors.
The company's portfolio diversification across Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee and Texas provides geographic risk mitigation. The 142 healthcare facilities comprise 130 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals, representing a focused approach to healthcare real estate that leverages specialized expertise in the skilled nursing sector.
For investors seeking detailed financial information and ongoing updates, the company maintains a comprehensive newsroom available at https://ibn.fm/STRW. The disciplined strategy presented at NobleCon21 reflects broader trends in healthcare real estate investment, where stability and predictable returns are increasingly valued amid market volatility. Strawberry Fields REIT's approach demonstrates how specialized REITs can navigate the complex healthcare landscape while delivering consistent performance through conservative financial management and strategic portfolio development.
The presentation at NobleCon21, an annual investor conference that brings together companies and investment professionals, provided insight into how healthcare-focused REITs are adapting to evolving market conditions. By maintaining an operator-first acquisition strategy and conservative financial metrics, Strawberry Fields REIT positions itself for sustainable growth in a sector facing demographic tailwinds from aging populations but also regulatory and operational challenges.
