Strawberry Fields REIT Inc (STRW)

In the past six months, Strawberry Fields REIT (STRW) announced its third-quarter 2025 earnings release date and conference call on October 23, 2025, and its second-quarter 2025 operating results on August 8, 2025. The board of directors approved a 14.3% increase in the company's quarterly dividend to $0.16 per share in August 2025. The company acquired a $5.3 million skilled nursing/assisted living facility in Missouri in September 2025, nine skilled nursing facilities in Missouri for $59 million in July 2025, six healthcare facilities in Kansas for $24.0 million, and a skilled nursing facility in Oklahoma for $5.0 million in the first quarter of 2025. Cantor Fitzgerald initiated coverage of Strawberry Fields REIT (STRW) with an "Overweight" recommendation on October 1, 2025. STRW's share price has not experienced significant volatility in the past three months compared to the US market, and its weekly volatility has been stable over the past year.

The demand for Strawberry Fields REIT's products and services is generally sustained by aging demographics and government-backed revenue streams like Medicare. The company's long-term triple-net leases with embedded rent escalators and a focus on stable government-backed revenue streams contribute to predictable earnings growth. The CEO has acknowledged that it is a cyclical business, with some years being better than others, and that the government will likely fund any shortfalls. Specific seasonal fluctuations in demand for its facilities are not explicitly detailed in the provided information.

Strawberry Fields REIT, Inc. (STRW) is a self-administered real estate investment trust (REIT) focused on owning, acquiring, developing, and leasing skilled nursing and other healthcare-related properties, operating within the REIT - Healthcare Facilities industry. As of September 2025, its portfolio includes 142 healthcare facilities with over 15,500 licensed beds, leased to third-party operators under long-term triple-net lease agreements.

Strawberry Fields REIT, Inc. has a geographically diversified portfolio across ten states in the Midwest and Southern U.S., including Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee, and Texas. The company's headquarters are located in South Bend, Indiana.

Strawberry Fields REIT's reputation in the past year is characterized by a focus on sustainable growth and resilience. The company has consistently achieved 100% rent collection. Strategic acquisitions and a specialized focus on skilled nursing facilities position the company to benefit from rising demographic demand and occupancy shifts in healthcare real estate. The company emphasizes a disciplined investment approach, focusing on seasoned operators with good financial strength. There have been no widely reported negative events significantly impacting its brand reputation in the past year.

As of recent data, insiders own 39.48% of Strawberry Fields REIT (STRW) stock, while institutions own 28.87%. Moishe Gubin, the Chairman of the Board and Chief Executive Officer, is a founder and owns a large portion of the company.