Strawberry Fields REIT (NYSE American: STRW) on Healthcare Real Estate, Tailwinds and 2026 Catalysts

Why It Matters

STRW offers concentrated exposure to long‑term demographic demand for eldercare with defensive, cashflow‑oriented triple‑net leases and an attractive current yield, making it a play for investors seeking income and niche healthcare REIT exposure.

Summary

Strawberry Fields REIT (NYSE American: STRW) is a pure‑play healthcare REIT focused on nursing homes, with roughly $1.6 billion in real estate and about 92% of its portfolio in skilled‑nursing assets. The company uses triple‑net, master‑lease structures, disciplined tenant vetting (targeting 1.25x rent coverage and 10% unlevered cash returns) and says it can stabilize troubled operators to protect assets. Management recently raised the dividend, delivering a yield around 5–5.4% and cited annual dividend growth north of 11%, while positioning to benefit from aging‑population tailwinds. The firm emphasizes clustered acquisitions by state to build scalable master leases and limit single‑asset exposure.

Original Description

In this interview, Moishe Gubin, Chairman, CEO and Founder of Strawberry Fields REIT, Inc. (NYSE American: STRW) shares insights into the healthcare real estate market, the company's unique positioning, and growth strategies.

Chapters:

00:00 Introduction to Strawberry Fields REIT

03:49 Unique Positioning in Healthcare Real Estate

07:02 Investment Criteria and Tenant Relationships

Strawberry Fields REIT, Inc. will be presenting at the upcoming Planet MicroCap Las Vegas 2026 powered by MicroCapClub. Register to attend here: https://www.meetmax.com/sched/event_130817/conference_home.html

For more information about Strawberry Fields REIT, Inc., please visit: https://www.strawberryfieldsreit.com/index.php

The interview may contain forward looking statements about Strawberry Fields REIT, Inc. See Strawberry Fields REIT, Inc.'s periodic filings with the Securities and Exchange Commission for more complete information.

About Strawberry Fields REIT, Inc.

Strawberry Fields REIT, Inc., is a self-administered real estate investment trust engaged in the ownership, acquisition, development and leasing of skilled nursing and certain other healthcare-related properties. The Company’s portfolio includes 143 healthcare facilities with an aggregate of 15,600+ beds, located throughout the states of Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee and Texas. The 143 healthcare facilities comprise 131 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals.

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