Agree (ADC) is noted for now offering monthly dividends after the creator's encouragement.
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CEO Interview: Moishe Gubin on Strawberry Fields REIT, Skilled Nursing & the Valuation Discount
Jun 15, 2026
The CEO of Strawberry Fields REIT (STRW), Moishe Gubin, discusses the company's name origin and its position within the healthcare REIT sector. Brad Thomas highlights that STRW appears to be trading at a significant discount compared to its peers like Omega Healthcare Investors (OHI) and LTC Properties (LTC), despite similar asset types. Gubin agrees with this assessment, noting the company's valuation discount and the potential for it to decrease further with new transactions.
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Tickers discussed in this post
Realty Income (O) is mentioned as a successful REIT that offers monthly dividends.
Ventas (VTR) is mentioned as a leading healthcare REIT that performed strongly last year.
Welltower (WELL) is mentioned as a leading healthcare REIT that performed strongly last year.
Vici Properties (VICI) is mentioned as an example of a net lease REIT with tenant concentration trading at a discount.
LTC Properties (LTC) is mentioned as a peer trading at a higher valuation multiple than Strawberry Fields REIT.
Omega Healthcare Investors (OHI) is mentioned as a peer trading at a higher valuation multiple than Strawberry Fields REIT.
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