Strawberry Fields REIT LLC (STRW) Stock

Strawberry Fields REIT LLC (STRW) is a Real Estate stock trading at $13.84 (as of 2026-08-21), with a market capitalization of $185.76M and a trailing P/E of 9.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Strawberry Fields REIT LLC, a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. Its portfolio consists of 79 healthcare properties with an aggregate of 10,426 licensed beds. These properties are located across Arkansas, Illinois, Indiana, Kentucky, Michigan, Ohio, Oklahoma, Tennessee, and Texas. The company is based in South Bend, Indiana.

Understand Strawberry Fields REIT LLC: how it makes money

Strawberry Fields REIT LLC acquires, owns, and leases skilled nursing facilities and other post-acute healthcare properties, and it earns money primarily from collecting contractual rent from these leased healthcare beds.

Because it is a REIT that leases healthcare properties, profitability is structurally driven by how consistently it collects contractual rents from its leased beds, which is captured by the metric Percent of Contractual Rents Collected.

Revenue by segment (latest quarter)
RentExcess$0.0B

Business quality (Strong): Good operating KPI coverage (rent collection and bed counts), but limited segment detail (only one segment line provided) and the quarter’s revenue is shown as 0.0B, which limits financial trend read-through.

Valuation: At 21× earnings, STRW trades 37% below the Trading average (34×). Note: one-time items can distort reported P/E.

Bull case

  • Rent collection appears strong: Percent of Contractual Rents Collected is 100.0% for the latest reported period.
  • Portfolio scale supports ongoing leasing: The company reports a healthcare property portfolio, with operational KPIs showing licensed beds in the portfolio (Licensed Beds in Portfolio: 14750) and healthcare facilities in the portfolio (Healthcare Facilities in Portfolio: 143).

Bear case

  • Near-zero reported segment revenue line: The only provided segment line, Revenue in Excess of Certain Expenses, is 0.0B for the latest period, which can make quarter-to-quarter financial interpretation difficult.
  • Exposure is concentrated in post-acute healthcare: The portfolio is focused on skilled nursing and other post-acute healthcare properties, so performance can be affected by conditions specific to that sector.
Valuation — source: SEC EDGAR (first-party)
Price$13.84
Market Cap$185.76M
P/E Ratio9.3
EV / EBITDA7.5
Price / Book3.67
Price / Sales1.20
DCF Value (model)$99.18
DCF Upside vs Price616.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$155.00M
Net Margin4.9%
Revenue Growth (YoY)32.4%
EPS Growth (YoY)5.3%
Valuation vs Sector & Industry
Stock P/E9.3
Sector P/E (Real Estate)27.2
Industry P/E (Trading)35.3
vs Sector-65.7%
vs Industry-73.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($6.62M)
Institutional Holders Tracked10
Company
SectorReal Estate
IndustryTrading
CEOMoishe Gubin
Employees9
CountryUS
IPO Date2023-02-22

Related Companies (Business model: Equity REIT (Real Estate Investment Trust); 8 closest by market cap; US-domiciled)

  • TPG Mortgage Investment Trust Inc (MITT)
  • Modiv Inc. (MDV)
  • Seven Hills Realty Trust (SEVN)
  • Net Lease Office Properties (NLOP)
  • Ellington Credit Company (EARN)
  • Orion Properties Inc. (ONL)
  • SITE Centers Corp. (SITC)
  • Elme Communities (ELME)
STRW earnings history · STRW institutional & insider holders · STRW KPIs & operating metrics · STRW financials · STRW investor presentations & press releases · STRW SEC filings · STRW peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.