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Strawberry Fields Reit Earnings Calls
| Release date | May 08, 2026 |
| EPS estimate | $0.163 |
| EPS actual | $0.170 |
| EPS Surprise | 4.10% |
| Revenue estimate | 40.284M |
| Revenue actual | 40M |
| Revenue Surprise | -0.705% |
| Release date | Feb 19, 2026 |
| EPS estimate | $0.143 |
| EPS actual | $0.160 |
| EPS Surprise | 12.28% |
| Revenue estimate | 40.315M |
| Revenue actual | 40.094M |
| Revenue Surprise | -0.547% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.130 |
| EPS actual | $0.160 |
| EPS Surprise | 23.08% |
| Revenue estimate | 38.407M |
| Revenue actual | 39.711M |
| Revenue Surprise | 3.40% |
| Release date | Aug 08, 2025 |
| EPS estimate | $0.300 |
| EPS actual | $0.160 |
| EPS Surprise | -46.67% |
| Revenue estimate | 37.623M |
| Revenue actual | 37.861M |
| Revenue Surprise | 0.632% |
Last 4 Quarters for Strawberry Fields Reit
Below you can see how STRW performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 08, 2025 |
| Price on release | $10.63 |
| EPS estimate | $0.300 |
| EPS actual | $0.160 |
| EPS surprise | -46.67% |
| Date | Price |
|---|---|
| Aug 04, 2025 | $10.10 |
| Aug 05, 2025 | $10.10 |
| Aug 06, 2025 | $10.05 |
| Aug 07, 2025 | $10.03 |
| Aug 08, 2025 | $10.63 |
| Aug 11, 2025 | $10.08 |
| Aug 12, 2025 | $10.91 |
| Aug 13, 2025 | $10.95 |
| Aug 14, 2025 | $10.64 |
| 4 days before | 5.25% |
| 4 days after | 0.0941% |
| On release day | -5.17% |
| Change in period | 5.35% |
| Release date | Nov 06, 2025 |
| Price on release | $11.55 |
| EPS estimate | $0.130 |
| EPS actual | $0.160 |
| EPS surprise | 23.08% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $11.63 |
| Nov 03, 2025 | $11.55 |
| Nov 04, 2025 | $11.38 |
| Nov 05, 2025 | $11.62 |
| Nov 06, 2025 | $11.55 |
| Nov 07, 2025 | $11.65 |
| Nov 10, 2025 | $11.83 |
| Nov 11, 2025 | $12.06 |
| Nov 12, 2025 | $12.19 |
| 4 days before | -0.688% |
| 4 days after | 5.54% |
| On release day | 0.87% |
| Change in period | 4.82% |
| Release date | Feb 19, 2026 |
| Price on release | $12.65 |
| EPS estimate | $0.143 |
| EPS actual | $0.160 |
| EPS surprise | 12.28% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $12.74 |
| Feb 13, 2026 | $12.94 |
| Feb 17, 2026 | $12.71 |
| Feb 18, 2026 | $12.68 |
| Feb 19, 2026 | $12.65 |
| Feb 20, 2026 | $13.03 |
| Feb 23, 2026 | $12.01 |
| Feb 24, 2026 | $12.31 |
| Feb 25, 2026 | $12.96 |
| 4 days before | -0.706% |
| 4 days after | 2.45% |
| On release day | 3.00% |
| Change in period | 1.73% |
| Release date | May 08, 2026 |
| Price on release | $12.82 |
| EPS estimate | $0.163 |
| EPS actual | $0.170 |
| EPS surprise | 4.10% |
| Date | Price |
|---|---|
| May 04, 2026 | $12.83 |
| May 05, 2026 | $12.95 |
| May 06, 2026 | $12.75 |
| May 07, 2026 | $12.95 |
| May 08, 2026 | $12.82 |
| May 11, 2026 | $12.90 |
| May 12, 2026 | $13.09 |
| May 13, 2026 | $13.00 |
| May 14, 2026 | $13.13 |
| 4 days before | -0.0779% |
| 4 days after | 2.42% |
| On release day | 0.624% |
| Change in period | 2.34% |
Strawberry Fields Reit Earnings Call Transcript Summary of Q1 2026
Key points for investors: Strawberry Fields REIT reported Q1 2026 results with 100% contractual rent collection and revenue of $40.0M (up 7.1% YoY). Net income was $9.4M, or $0.17 per share. Management signed a term sheet for a corporate credit facility (up to $300M: $100M term loan + $200M revolver) expected to close in Q2 at SOFR + 275 bps to refinance secured bank debt and support acquisitions. The company closed a post-quarter acquisition: a hospital campus near Kansas City for $8.6M that will be added to an existing master lease with initial annual base rent of $0.86M and 3% annual increases. The Board approved a Q2 dividend of $0.17/share (payable June 30). Projected 2026 AFFO is $75.4M (11.4% CAGR) with projected AFFO per share growth of 10.7%; AFFO payout ratio was ~47.3% on the most recent dividend. Balance sheet highlights: total assets increased driven by prior acquisitions, net debt to net asset ratio ~49%, portfolio yield on leases 14.2%, net debt/EBITDA of portfolio 5.6, weighted average lease term 7.1 years, rent coverage 2.1x. Portfolio: 143 facilities (131 skilled nursing, 10 assisted living, 2 long-term acute care hospitals) representing 15,602 licensed beds and $1.1B acquisition value. Pipeline is >$325M and management reiterated a disciplined 10-cap acquisition model with a target of $100M–$150M of acquisitions in 2026 (management expects most closings in Q3–Q4). Management is actively refinancing 2026 maturities—plan to ladder maturities into 2030–2031 via Israeli bond tranches (~6.75–6.85% pricing mentioned) and bank financing—to reduce interest cost and spread maturities. Competitive dynamics: larger REITs have begun to outbid Strawberry Fields on some brokered deals, but management will not deviate from underwriting discipline. Overall tone: steady operational performance, conservative payout ratio, active refinancing to improve cost/ladders, sizeable pipeline and disciplined acquisition plan focused on maintaining pure-play skilled nursing exposure.
