Strawberry Fields REIT Inc (AMEX:STRW)

Q2 2026 Strawberry Fields Reit Inc Earnings Call Transcript

Aug 7, 2026 / 04:00 PM GMT

Release Date Price: $14.17 (-1.87%)

Transcript 10-Q

Key Points

Positve

Strawberry Fields REIT Inc (STRW) collected 100% of its contractual rents during Q2 2026.
The company closed on a new corporate credit facility with availability up to $300 million, providing ample liquidity for growth.
Strawberry Fields REIT Inc (STRW) has a strong acquisition pipeline, with deals in excess of $225 million and a potential $130 million in closings expected by year-end.
The company maintains a low dividend payout ratio of approximately 50.6%, allowing for internal cash flow to fund accretive acquisitions.
Strawberry Fields REIT Inc (STRW) reported strong tenant health with an EBITDA and rent coverage ratio of 2.17, indicating a secure income stream.

Negative

Strawberry Fields REIT Inc (STRW) experienced a quiet quarter with slower-than-expected acquisition activity, pushing deal closings to the end of the year.
The company's general and administrative expenses increased due to higher closing costs, corporate salaries, and other operating expenses.
Strawberry Fields REIT Inc (STRW) faces currency translation risks related to its Israeli bond debt, with an unrealized loss sitting in accumulated other comprehensive income.
The company's stock trades at a significant 40% discount to its peer average AFFO multiple, indicating a valuation gap.
Strawberry Fields REIT Inc (STRW) encountered erratic deal-making conditions this year, with some contracted deals falling through and requiring renegotiation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

STRW.A - Strawberry Fields Reit Inc
Q2 2026 Strawberry Fields Reit Inc Earnings Call
Aug 07, 2026 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Strawberry Fields REIT Q2 2026 Earnings Call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation, there will be a question-and-answer session. To ask a question, please press *11 on your telephone and wait for your name to be announced. To withdraw your question, please press *11 again. I would now like to hand the conference over to your speaker today, Jeff Beitner, Chief Investment Officer.

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Unidentified_2 [2]
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