Strawberry Fields REIT, Inc. (STRW)
AMEXReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
$13.62-0.58%
Close 2026-09-04 · 1-day change
AMEXReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
QuarterlyIQ Insights · STRW
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -44.5% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 6.0% |
Growth built into the price is above our model estimate.
The price assumes 50.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name operates in a high-miss-rate industry and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 15 industry peers · Company calendar date is not available
STRW — dividend update
Dated 2026-08-06
Other Events. On August 6, 2026, the Board of Directors of Strawberry Fields Realty, Inc. declared a cash dividend on its common stock (the “Common Stock”) in the amount of $0.17 per share (the “Dividend”). The Dividend will be payable in cash on September 30, 2026 to holders of record of the Common Stock as of September 16, 2026.
Why it matters: Finishing this deal shows that management wants to grow and invest wisely.
Supportive ifThe hospital campus acquisition is done. Annual base rents are set at $1.04 million.
Worry ifThe acquisition is delayed or canceled. This will hurt growth plans.
Why it matters: How the company uses the $300 million credit affects its money plans and health.
Watch forThe company shares news of a big project funded by the credit facility.
Also watch forThe company has problems or delays with the credit facility.
Why it matters: Closing this deal shows management can grow with careful investments. It also brings steady rental income.
Supportive ifThe hospital campus deal closes in Q3 2026 as planned.
Worry ifThe acquisition does not close in Q3 2026 or is delayed beyond the quarter.
Why it matters: A steady dividend shows good finances and care for shareholders. This boosts investor trust.
Supportive ifThe Board declares a cash dividend equal to or greater than $0.17 per share.
Worry ifThe Board declares a cash dividend less than $0.17 per share.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$102 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $308 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,216 loss on $10,000 · 12.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A continued decline in cash from operations shows challenges in generating cash. This could affect future dividends.
Worry ifQ2 cash from operations falls below $17.49 million.
Less concerning ifQ2 cash from operations goes up or stays above $17.49 million.
Why it matters: Plans to issue debt can change capital structure. This affects financial flexibility and growth.
Watch forThe company announces a new debt issuance plan that raises at least $50 million.
Also watch forThe company cancels or delays the planned debt issuance.
Why it matters: More net income means management is doing well. It also shows the company runs efficiently.
Supportive ifNet income in Q3 exceeds $8.9 million.
Worry ifIf Q3 net income is below $8.9 million, there may be challenges.
Why it matters: Keeping or raising the dividend shows support for shareholders. It affects investor trust.
Supportive ifThe dividend payout remains at $0.17 per share or increases.
Worry ifThe dividend payout decreases from $0.17 per share.
Why it matters: If revenue growth speeds up, it could signal a positive shift in the sector. This would support a stronger outlook for Strawberry Fields REIT.
Supportive ifRevenue growth speeds up to over 7% compared to last year.
Worry ifRevenue growth remains below 5% year over year.
Why it matters: Closing the acquisition will show careful growth and increase revenue.
Supportive ifThe Company will close the acquisition of the hospital campus for $8.6 million.
Worry ifThe acquisition of the hospital campus does not close as planned.
Why it matters: If revenue growth speeds up again, it may mean good news for the REIT sector.
Supportive ifSector revenue growth exceeds 4% in the next quarter.
Worry ifSector revenue growth remains below 4% or declines.
Why it matters: Sector problems can affect performance. Understanding this helps us see future growth.
Worry ifThe company says revenue growth is steady or getting better, even with sector issues.
Less concerning ifThe company reports declining revenue growth in line with sector headwinds.
Why it matters: This acquisition is important for growth. It will increase rental income. It shows that management can carry out their acquisition plans.
Supportive ifThe acquisition closes in Q3 2026 with the expected purchase price of $10.4 million.
Worry ifThe acquisition does not close by the end of Q3 2026.
Why it matters: Strong rental income growth shows good property management. It also shows success in acquisitions. This helps overall performance.
Supportive ifQ3 rental income growth exceeds 6% year over year.
Worry ifQ3 rental income growth is below 6% year over year.
Why it matters: Keeping or raising dividends shows financial health. It shows commitment to shareholders. This can help boost investor confidence.
Supportive ifThe Board declares a cash dividend of at least $0.17 per share for Q3.
Worry ifThe Board does not declare a cash dividend or lowers the payout for Q3.
Why it matters: Good cash flow helps pay for acquisitions. It also supports dividends. This shows how well the company runs.
Supportive ifCash from operations goes up to $24.2 million in Q2 2026.
Worry ifCash from operating activities falls to $24.2 million in Q2 2026.