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Posted by
Two Blokes 11 hours ago -
Filed in
Stock
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Strawberry Fields REIT is a well-managed, skilled nursing REIT with strong AFFO growth, conservative leverage, and a solid dividend yield above 5%. Management's conservative approach, off-market deal focus, and long-term, low-interest HUD-backed debt create stability and a unique investment moat. Despite recent outperformance and a raised price target to $10.5/share, the current valuation is not attractive enough for a Buy; I maintain a Hold rating.
