The earnings call highlighted strong financial performance and significant acquisition activity, which positions the company well for future growth. However, concerns about stock valuation and the regulatory environment present challenges. Overall, the positives from operational achievements and financial growth outweigh the negatives.

Company Guidance -

Q3 2025

During the Strawberry Fields REIT First Quarter 2025 Earnings Call, the company provided guidance and discussed several key financial metrics and operational highlights. The REIT collected 100% of its contractual rents and completed significant acquisitions, including six healthcare facilities in Kansas for $24 million and a skilled nursing facility near Oklahoma City for $5 million, both funded through cash and master leases. Additionally, the REIT paid a quarterly dividend of $0.14 per share and made strategic hires, including an asset manager and a lawyer. Financially, total assets increased by 31.5% to $199 million compared to Q1 2024, and total revenue rose by 34.1% to $37.3 million. Net income for the quarter was $6.99 million, with AFFO reaching $16.8 million, a 28% increase year-over-year. Strawberry Fields projected its full-year 2025 AFFO to be $67.3 million, representing a 20% growth, and expected its adjusted EBITDA to reach $128.8 million. The company expressed confidence in its pipeline, expecting to complete over $40 million in acquisitions by the end of Q2 and aiming for $100 million by the end of the year.

100% Rent Collection

The company successfully collected 100% of its contractual rents during Q1 2025, demonstrating strong tenant relationships and operational efficiency.

Significant Acquisition Activity

Strawberry Fields completed over $40 million in acquisitions in Q1 2025, with expectations to reach $100 million by the end of Q2. Notable acquisitions include facilities in Kansas, Oklahoma, and Texas, adding a significant number of licensed beds to the portfolio.

Revenue Growth

Total revenue for Q1 2025 was $37.3 million, up 34.1% year-over-year from $27.8 million in Q1 2024, driven by recent acquisitions and re-tenanting efforts.

AFFO and EBITDA Improvements

AFFO for Q1 2025 was $16.8 million, a 28% increase from $13.1 million in Q1 2024. Adjusted EBITDA rose by 42% year-over-year to $30.4 million, reflecting strong financial performance.

Robust Pipeline and Future Outlook

The company anticipates completing between $100 million and $200 million in acquisitions by the end of 2025, supported by a strong acquisition pipeline.

Strawberry Fields REIT Inc (STRW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

STRW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	0.10 / -	0.14	―	―	―
Aug 08, 2025	2025 (Q2)	0.07 / 0.15	0.145	3.45% (<+0.01)	―	―
May 09, 2025	2025 (Q1)	0.10 / 0.13	0.115	13.04% (+0.01)	―	―
Feb 27, 2025	2024 (Q4)	0.15 / 0.15	0.11	36.36% (+0.04)	―	―
Nov 08, 2024	2024 (Q3)	- / 0.14	0.092	52.17% (+0.05)	―	―
Aug 12, 2024	2024 (Q2)	- / 0.14	0.11	31.82% (+0.03)	―	―
May 14, 2024	2024 (Q1)	- / 0.12	0.078	47.44% (+0.04)	―	―
Mar 19, 2024	2023 (Q4)	- / 0.11	0.136	-19.12% (-0.03)	―	―
Nov 14, 2023	2023 (Q3)	- / 0.09	0.168	-45.24% (-0.08)	―	―
Aug 15, 2023	2023 (Q2)	- / 0.11	0.1	10.00% (<+0.01)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

STRW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 08, 2025	$10.03	$10.63	+5.98%
May 09, 2025	$9.87	$9.87	0.00%
Feb 27, 2025	$11.71	$10.86	-7.26%
Nov 08, 2024	$11.67	$11.66	-0.09%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Strawberry Fields REIT Inc (STRW) report earnings?

Strawberry Fields REIT Inc (STRW) is schdueled to report earning on Nov 18, 2025, Before Open (Confirmed).

What is Strawberry Fields REIT Inc (STRW) earnings time?

Strawberry Fields REIT Inc (STRW) earnings time is at Nov 18, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is STRW EPS forecast?

STRW EPS forecast for the fiscal quarter 2025 (Q3) is 0.1.

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