Strawberry Fields REIT Outlines Disciplined Healthcare Real Estate Strategy at NobleCon21
TL;DR
Strawberry Fields REIT's disciplined expansion and 100% rent collection offer investors a stable advantage in healthcare real estate with predictable cash flow.
The REIT evaluates properties from an operator's perspective, maintains triple-net leases with 3% annual increases, and uses a payout ratio below 50% to fund growth.
By providing stable healthcare facility ownership through long-term leases, Strawberry Fields REIT supports consistent care access and infrastructure for vulnerable populations.
Strawberry Fields REIT now holds 142 healthcare facilities with over 15,500 beds across 10 states, generating $39.7 million in quarterly rental income.
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Strawberry Fields REIT Inc. Chairman and CEO Moishe Gubin detailed 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 specializing in healthcare-related properties has built one of the larger skilled-nursing-focused real estate portfolios in the United States, holding long-term leasehold interests in 142 healthcare facilities with more than 15,500 licensed beds across 10 states.
Gubin emphasized a conservative acquisition philosophy where each property is evaluated from an operator's perspective, despite the company's role as a REIT rather than an operator. This disciplined approach has allowed Strawberry Fields to maintain consistent financial performance, including collecting 100% of rents and maintaining long-term triple-net leases with 3% annual increases. The company's third-quarter 2025 results showed continued momentum with rental income of $39.7 million and adjusted funds from operations (AFFO) of $18.1 million.
The REIT's financial structure includes a payout ratio below 50%, allowing retained cash flow to fund acquisitions and support long-term AFFO growth. This conservative financial management provides stability in an industry that has faced significant challenges in recent years. Strawberry Fields concentrates on the acquisition and leasing of skilled nursing and other healthcare-related properties, entering long-term triple-net leases with skilled operators rather than developing or operating facilities itself.
The company's strategy represents a significant approach to healthcare real estate investment during a period of industry transformation. By focusing on disciplined acquisition, predictable cash flow, and long-term stability, Strawberry Fields has positioned itself to navigate the complex healthcare landscape while providing steady returns to investors. The company's attendance at NobleCon21 and detailed presentation of its methodology provides insight into how healthcare-focused REITs can maintain stability while expanding their portfolios in a challenging market environment.
Investors seeking additional information about Strawberry Fields REIT can access the latest news and updates relating to STRW in the company's newsroom at https://ibn.fm/STRW. The company's approach to healthcare real estate investment, as detailed by Gubin during his NobleCon21 presentation, demonstrates how disciplined strategy and conservative financial management can create sustainable growth in the specialized healthcare property sector.
Curated from InvestorBrandNetwork (IBN)
