Acres of sweet, red strawberries are ripening in West Sussex this winter ready to be sold in UK supermarkets.
Strawberry Fields REIT (STRW) receives a Hold rating in my initial coverage of this seniorcare/assisted living REIT. Positive notes include favorable macro environment due to supply/demand in this niche, as the population ages, and the company's own portfolio growth this year via acquisitions. AFFO growth trends, and EBITDA margins, have been impressive within its peer group.
Strawberry Fields REIT, Inc. ( STRW ) Q3 2025 Earnings Call November 7, 2025 11:00 AM EST Company Participants Jeffrey Bajtner - COO & Chief Investment Officer Greg Flamion - Chief Financial Officer Moishe Gubin - Chairman of the Board & CEO Conference Call Participants Robert Stevenson - Janney Montgomery Scott LLC, Research Division Barry Oxford - Colliers Securities LLC, Research Division Mark Smith - Lake Street Capital Markets, LLC, Research Division Viacheslav Obodnikov - Freedom Broker, Research Division Presentation Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to the Strawberry Fields REIT Q3 2025 Earnings Conference Call.
| Health Care REITs Industry | Real Estate Sector | Moishe Gubin CPA, CEO | AMEX Exchange | 863182101 CUSIP |
| US Country | 9 Employees | 16 Dec 2025 Last Dividend | - Last Split | 21 Sep 2022 IPO Date |
Strawberry Fields REIT, Inc. operates as a self-administered real estate investment trust (REIT), primarily focused on the healthcare sector. The company excels in the ownership, acquisition, development, and leasing of skilled nursing and some other healthcare-related properties. With a significant footprint across the United States, Strawberry Fields REIT boasts a substantial portfolio that encompasses 109 healthcare facilities spread across nine states. These facilities collectively offer more than 12,000 beds, catering to a diverse range of healthcare needs, from skilled nursing to assisted living and even long-term acute care. Strawberry Fields REIT's strategic investments and management operations underscore its commitment to contributing positively to the healthcare infrastructure, demonstrating its notable presence in the industry.
Out of Strawberry Fields REIT's expansive portfolio, 99 properties are dedicated skilled nursing facilities. These establishments are staffed by trained medical professionals who provide round-the-clock nursing care and rehabilitation services for individuals recovering from surgery, illness, or injury. The focus is on delivering high-quality care that aids in patient recovery while also meeting long-term care needs.
Eight of the company’s properties are assisted living facilities. These are designed to offer a supportive living environment for seniors who require assistance with daily activities but do not need the intensive medical and nursing care provided in a skilled nursing facility. Services typically include meal preparation, housekeeping, and help with medications, offering residents a blend of independence and support.
Strawberry Fields REIT also manages two long-term acute care hospitals. These specialized facilities cater to patients who need extended medical care beyond the usual hospital stay. They provide comprehensive treatment for chronic conditions, serious illnesses, or complex medical issues that require prolonged hospitalization. Patients benefit from a focused, multidisciplinary approach to care that is aimed at improving their overall health and well-being over time.