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.
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Strawberry Fields REIT, Inc. (STRW) and Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?
Strawberry Field demonstrates strong performance through operational expansion, stable revenue, and a steadily growing, well-covered dividend. STRW's regional focus and concentration strategy have delivered superior results versus peers, despite typical small-cap REIT risks in a high-rate environment. The dividend yield is 5.4%, with a recent 14% increase and an AFFO payout ratio of 44%, making STRW's dividend among the most secure in its segment.
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Strawberry Fields REIT, Inc. (STRW) and Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?
Strawberry Fields REIT, Inc. (STRW) came out with quarterly funds from operations (FFO) of $1.52 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to FFO of $2.21 per share a year ago.
Strawberry Fields REIT offers a rare, asymmetric opportunity due to demographic-driven demand, supply constraints, and a deep discount to peers despite elite fundamentals. STRW's high-yield, triple-net lease model, insider alignment, and government-backed fixed-rate debt provide superior downside protection and stable, growing dividends. The REIT's focus on rural, non-core markets and proprietary deal flow delivers industry-leading lease spreads and operational visibility, outpacing larger competitors.
Strawberry Fields REIT, Inc. (STRW) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Strawberry Fields REIT, Inc. (STRW) and National Health Investors (NHI). But which of these two stocks offers value investors a better bang for their buck right now?
Strawberry Fields REIT is a well-managed, skilled nursing REIT with strong AFFO growth, conservative leverage, and a solid dividend yield above 5%. Management's conservative approach, off-market deal focus, and long-term, low-interest HUD-backed debt create stability and a unique investment moat. Despite recent outperformance and a raised price target to $10.5/share, the current valuation is not attractive enough for a Buy; I maintain a Hold rating.
Strawberry Fields REIT, LLC (NYSE:STRW ) Q1 2025 Earnings Conference Call May 9, 2025 12:30 PM ET Company Participants Moishe Gubin - Chairman of the Board and Chief Executive Officer Jeffrey Bajtner - Chief Investment Officer Greg Flamion - Chief Financial Officer Conference Call Participants Rob Stevenson - Janney Montgomery Scott Rich Anderson - Wedbush Securities Gaurav Mehta - Alliance Global Partners Barry Oxford - Colliers Securities Mark Smith - Lake Street Capital Operator Good morning, my name is Holly and I will be your conference operator today. I would like to welcome everyone to the Strawberry Fields REIT First Quarter 2025 Earnings Call.