Strawberry Fields REIT Expands to 142 Healthcare Facilities, Reports $39.7M Rental Income

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: Dec 31 2025

0mins

STRW-1.51%

Should l Buy STRW?

Source: Newsfilter

Disciplined Expansion Strategy: Strawberry Fields REIT now holds long-term leasehold interests in 142 healthcare facilities across 10 states, with over 15,500 licensed beds, showcasing its robust positioning in the U.S. healthcare real estate sector.
Rental Income Growth: In Q3 2025, the company reported rental income of $39.7 million, an increase of $6.6 million from the previous year, reflecting positive impacts from recent acquisitions in Missouri and Oklahoma.
Liquidity Management: The company maintains a conservative payout ratio of 47%, ensuring retained cash flow for future acquisitions, thereby supporting long-term AFFO growth and enhancing market competitiveness.
Long-Term Lease Advantages: Strawberry Fields REIT's long-term triple-net lease agreements with tenants ensure a 100% rent collection rate and a 3% annual rent increase, providing stable cash flow and predictable income streams for the company.

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$13.05+Infinity%1D

Analyst Views on STRW

Wall Street analysts forecast STRW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STRW is 14.13 USD with a low forecast of 13.00 USD and a high forecast of 15.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Analyst Rating

4 Buy

0 Hold

0 Sell

Strong Buy

Current: 13.250

Low

13.00

Averages

14.13

High

15.00

Current: 13.250

Low

13.00

Averages

14.13

High

15.00

Cantor Fitzgerald

Overweight

maintain

$14 -> $15

2026-01-05

Reason

Cantor Fitzgerald

Price Target

$14 -> $15

AI Analysis

2026-01-05

maintain

Overweight

Reason

Cantor Fitzgerald raised the firm's price target on Strawberry Fields REIT to $15 from $14 and keeps an Overweight rating on the shares. U.S. equity REITs returned 2.9% in 2025, lagging the S&P 500, but 2026 may offer optimism with a potentially more supportive macro environment and an accelerating M&A theme, the analyst tells investors in a research note. Stable supply and demand fundamentals, balance sheet strength, and a well-covered, growing 4% dividend yield make the sector attractive despite past underperformance, Cantor adds.

Cantor Fitzgerald

Overweight

initiated

$14

2025-10-01

Reason

Cantor Fitzgerald

Price Target

$14

2025-10-01

initiated

Overweight

Reason

Cantor Fitzgerald initiated coverage of Strawberry Fields REIT with an Overweight rating and $14 price target. The firm initiated coverage of the U.S. REITs, including nine property sectors and 40 stocks. Although there isn't widespread enthusiasm for a REIT recovery in 2026 just yet, Cantor believes the industry could be well-positioned over the next 12 to 24 months, the analyst tells investors in a research note. The firm's top property sector calls include Office, Industrial, Healthcare and Net Lease, but is incrementally more cautious on Multifamily and Hotels.

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About STRW

Strawberry Fields REIT, Inc. is a self-administered real estate investment trust. The Company is engaged in the ownership, acquisition, development and leasing of skilled nursing and certain other healthcare-related properties. The Company’s portfolio includes approximately 142 healthcare facilities with an aggregate of 15,500+ beds, located throughout the states of Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee and Texas. The 142 healthcare facilities comprise 130 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals. Each property is operated as a healthcare facility by a licensed operator, which may be the tenant or a separate operator. Its portfolio includes Infinity Healthcare of Illinois, BRIA Health Services, Infinity Healthcare of Indiana, Infinity Healthcare of Tennessee, The Tide Group, Creative Solutions, Continent Health Care, Zahav of Des Plaines and others.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Strawberry Fields REIT Announces Year-End Financial Results Date

Jan 30 2026Newsfilter

Earnings Report Schedule: Strawberry Fields REIT will release its year-end 2025 financial results on February 19, 2026, after market close, demonstrating the company's commitment to transparency and investor communication.
Investor Conference Call: The management team will hold a conference call on February 20, 2026, at 11:00 a.m. Eastern Time, inviting current and prospective investors to discuss the financial results in depth, aimed at enhancing investor confidence.
Investor Registration Process: Investors wishing to participate in the call must pre-register, receiving confirmation with dial-in details, reflecting the company's focus on investor experience and engagement.
Company Overview: Strawberry Fields REIT operates 143 healthcare facilities with over 15,600 beds across multiple states, showcasing its extensive footprint and market influence in the healthcare real estate sector.

Real Estate Stocks See Positive EPS Revisions, AAT and Others Rated A+

Jan 16 2026seekingalpha

Analyst Confidence Boost: American Assets Trust (AAT) received an A+ EPS revision grade with a Quant rating of 3.22, indicating strong analyst confidence in its future performance, which could drive stock price increases.
Market Expectations Rise: Agree Realty Corporation (ADC) also earned an A+ rating with a Quant score of 4.66, suggesting analysts anticipate its earnings will exceed expectations, potentially attracting more investor interest.
Earnings Potential Revealed: Both First Industrial Realty Trust (FR) and Getty Realty Corp (GTY) received A+ ratings, with Quant scores of 3.44 and 4.75 respectively, indicating robust performance in profitability that may elicit positive market reactions.
Industry Leaders: Postal Realty Trust (PSTL) and Strawberry Fields REIT (STRW) also achieved A+ ratings, with Quant scores of 4.88 and 3.47, reflecting their competitive advantages in the real estate sector, likely promoting further stock price increases.