Strawberry Fields REIT, Inc. (STRW)

AMEXReal EstateReit - Healthcare FacilitiesSnapshot 2026-10-23

$12.67-0.94%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Strawberry Fields REIT, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	41.37M
EPS	—	0.2
Annual ending 2026-12-31
Revenue	—	162.1M
EPS	—	0.728
Annual ending 2027-12-31
Revenue	—	171.04M
EPS	—	0.868

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Maintain access to $300 million credit facility	The company has a strong balance sheet with a $300 million credit facility.	Intact	credit facility availability falls below $300 million	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Stabilize or increase cash from operating activities near $17.5 million	A primary condition in Strawberry Fields REIT, Inc.'s published investment case. The stated target is >= $17 million.	Intact	cash from operations falls below $17 million next quarter	Cash from operations: $24.236M FY2026-Q2; GAAP. Published target: >= $17 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 6, 202624,236,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Maintain consistent dividend payouts at or above $0.17 per share	Strawberry Fields REIT pays steady dividends, recently raised to $0.17 per share.	Intact	dividend per share falls below $0.17 next quarter	Required source inputs unavailable Cannot calculate Dividend per share from the available matching source inputs. Missing inputs are not treated as zero. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 2 of last 2 quarters. The Board declared consistent cash dividends of $0.17 per share in both 2026-Q1 and 2026-Q2. This reflects stable earnings with net income of $9.5 million in 2026-Q1 and $8.9 million in 2026-Q2, supporting steady dividend payouts. Management is delivering on maintaining consistent dividends. Delivery assessment Oct 24, 2026
Achieve revenue growth near 6% annually	A supporting condition in Strawberry Fields REIT, Inc.'s published investment case. The stated target is >= 5.8% YoY.	Improving	revenue growth falls below 5.8% YoY next year	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue$0.17B

$0.17B → $0.17B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$171,416,571	3 / 5
2026-07-25	Unavailable	$171,798,430	4 / 7
2026-07-26	Unavailable	$171,798,429	3 / 5
2026-07-27	Unavailable	$171,798,430	4 / 7
2026-07-28	Unavailable	$171,798,430	4 / 7
2026-07-29	Unavailable	$171,798,429	3 / 5
2026-07-30	Unavailable	$171,798,429	3 / 5
2026-07-31	Unavailable	$171,798,430	4 / 7
2026-08-01	Unavailable	$171,798,429	3 / 5
2026-08-02	Unavailable	$171,798,430	4 / 7
2026-08-03	Unavailable	$171,798,430	4 / 7
2026-08-04	Unavailable	$171,798,429	3 / 5
2026-08-05	Unavailable	$171,798,429	3 / 5
2026-08-06	Unavailable	$171,798,429	3 / 5
2026-08-08	Unavailable	$171,798,429	3 / 5
2026-08-09	Unavailable	$171,798,430	4 / 7
2026-08-10	Unavailable	$171,798,429	3 / 5
2026-08-12	Unavailable	$171,798,429	3 / 5
2026-08-13	Unavailable	$171,798,429	3 / 5
2026-08-14	Unavailable	$171,798,429	3 / 5
2026-08-15	Unavailable	$171,798,429	3 / 5
2026-08-16	Unavailable	$171,798,429	3 / 5
2026-08-17	Unavailable	$171,798,429	3 / 5
2026-08-18	Unavailable	$171,798,429	3 / 5
2026-08-19	Unavailable	$171,798,429	3 / 5
2026-08-20	Unavailable	$171,043,857	3 / 5
2026-08-21	Unavailable	$171,043,857	3 / 5
2026-08-22	Unavailable	$171,043,857	3 / 5
2026-08-23	Unavailable	$171,043,857	3 / 5
2026-08-24	Unavailable	$171,043,857	3 / 5
2026-08-25	Unavailable	$171,043,857	3 / 5
2026-08-26	Unavailable	$171,043,857	3 / 5
2026-08-27	Unavailable	$171,043,857	3 / 5
2026-08-28	Unavailable	$171,043,857	3 / 5
2026-08-29	Unavailable	$171,043,857	3 / 5
2026-08-30	Unavailable	$171,043,857	3 / 5
2026-08-31	Unavailable	$171,043,857	3 / 5
2026-09-01	Unavailable	$171,043,857	3 / 5
2026-09-02	Unavailable	$171,043,857	3 / 5
2026-09-03	Unavailable	$171,043,857	3 / 5
2026-09-04	Unavailable	$171,043,857	3 / 5
2026-09-05	Unavailable	$171,043,857	3 / 5
2026-09-06	Unavailable	$171,043,857	3 / 5
2026-09-07	Unavailable	$171,043,857	3 / 5
2026-09-08	Unavailable	$171,043,857	3 / 5
2026-09-09	Unavailable	$171,043,857	3 / 5
2026-09-10	Unavailable	$171,043,857	3 / 5
2026-09-11	Unavailable	$171,043,857	3 / 5
2026-09-12	Unavailable	$171,043,857	3 / 5
2026-09-13	Unavailable	$171,043,857	3 / 5
2026-09-14	Unavailable	$171,043,857	3 / 5
2026-09-15	Unavailable	$171,043,857	3 / 5
2026-09-16	Unavailable	$171,043,857	3 / 5
2026-09-17	Unavailable	$171,043,857	3 / 5
2026-09-18	Unavailable	$171,043,857	3 / 5
2026-09-19	Unavailable	$171,043,857	3 / 5
2026-09-20	Unavailable	$171,043,857	3 / 5
2026-09-21	Unavailable	$171,043,857	3 / 5
2026-09-22	Unavailable	$171,043,857	3 / 5
2026-09-23	Unavailable	$171,043,857	3 / 5
2026-09-24	Unavailable	$171,043,857	3 / 5
2026-09-25	Unavailable	$171,043,857	3 / 5
2026-09-26	Unavailable	$171,043,857	3 / 5
2026-09-27	Unavailable	$171,043,857	3 / 5
2026-09-28	Unavailable	$171,043,857	3 / 5
2026-09-29	Unavailable	$171,043,857	3 / 5
2026-09-30	Unavailable	$171,043,857	3 / 5
2026-10-01	Unavailable	$171,043,857	3 / 5
2026-10-02	Unavailable	$171,043,857	3 / 5
2026-10-03	Unavailable	$171,043,857	3 / 5
2026-10-04	Unavailable	$171,043,857	3 / 5
2026-10-05	Unavailable	$171,043,857	3 / 5
2026-10-06	Unavailable	$171,043,857	3 / 5
2026-10-07	Unavailable	$171,043,857	3 / 5
2026-10-08	Unavailable	$171,043,857	3 / 5
2026-10-09	Unavailable	$171,043,857	3 / 5
2026-10-10	Unavailable	$171,043,857	3 / 5
2026-10-11	Unavailable	$171,043,857	3 / 5
2026-10-12	Unavailable	$171,043,857	3 / 5
2026-10-13	Unavailable	$171,043,857	3 / 5
2026-10-14	Unavailable	$171,043,857	3 / 5
2026-10-15	Unavailable	$171,043,857	3 / 5
2026-10-16	Unavailable	$171,043,857	3 / 5
2026-10-17	Unavailable	$171,043,857	3 / 5
2026-10-18	Unavailable	$171,043,857	3 / 5
2026-10-19	Unavailable	$171,043,857	3 / 5
2026-10-20	Unavailable	$171,043,857	3 / 5
2026-10-21	Unavailable	$171,043,857	3 / 5
2026-10-22	Unavailable	$171,043,857	3 / 5
2026-10-23	Unavailable	$171,043,857	3 / 5
2026-10-24	Unavailable	$171,043,857	3 / 5

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	5	2
2026-06-01	5	2
2026-07-01	5	2
2026-08-01	6	2
2026-09-01	6	2
2026-10-01	6	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 6 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain access to $300 million credit facilityDirect metric needs a verified mapping
Stabilize or increase cash from operating activities near $17.5 millionCash from operations: $24.236M
Maintain consistent dividend payouts at or above $0.17 per shareRequired source inputs unavailable
Achieve revenue growth near 6% annuallyDirect metric needs a verified mapping

Next proof point

Nov 5, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.0%Typical daily move · historical

Downside history

-14.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Strawberry Fields REIT, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

STRW is a real estate company with an acquisition-led growth thesis and signs of resilient earnings quality. The thesis is intact, and its recent signal has improved from mixed to mildly favorable, though management execution is volatile and overall risk is elevated.

What's priced into Strawberry Fields REIT, Inc.

The valuation evidence points to STRW being cheap versus peers, while the model confidence is low. Current expectations appear justified rather than fragile: the main pressure is a turbulent sector, not a combination of an expensive valuation, weak fundamentals, and sector stress.

What the fundamentals likely do

Near term, acquisitions are supporting rental growth: revenue rose 6% year over year to $40.0 million in 2026-Q2, and management says disciplined acquisition growth remains a priority. Dividends were consistent across the first two quarters of 2026, while debt issuance supports refinancing and growth; however, the next results merit attention given the elevated miss risk and sector headwind.

What Strawberry Fields REIT, Inc. hinges on

Over the next one to three years, the thesis depends on management continuing to add properties while maintaining financial discipline and steady operations. Near-term sector signals include whether the Fed begins cutting rates and whether real estate bellwethers WELL, VTR, and OHI keep meeting or raising expectations; weaker results from those companies could remove sector support.