FRPH vs PINE vs STRW vs ILPT vs GMRE

For growth investors, Strawberry Fields REIT LLC (STRW) is the stronger pick with 17.

3% revenue growth year-over-year, versus -1. 8% for Global Medical REIT Inc. (GMRE). Strawberry Fields REIT LLC (STRW) offers the better valuation at 22. 7x trailing P/E (19. 4x forward), making it the more compelling value choice. Analysts rate Alpine Income Property Trust, Inc. (PINE) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Strawberry Fields REIT LLC (STRW) is the cheapest at 22.

7x versus Global Medical REIT Inc. at 115. 3x. On forward P/E, FRP Holdings, Inc. is actually cheaper at 17. 6x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Strawberry Fields REIT LLC (STRW) delivered a total return of +47.

8%, compared to -62. 0% for Industrial Logistics Properties Trust (ILPT). Over 10 years, the gap is even starker: GMRE returned +308. 1% versus ILPT's -41. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Alpine Income Property Trust, Inc.

(PINE) is the lower-risk stock at 0. 33β versus Industrial Logistics Properties Trust's 1. 62β — meaning ILPT is approximately 387% more volatile than PINE relative to the S&P 500. On balance sheet safety, FRP Holdings, Inc. (FRPH) carries a lower debt/equity ratio of 38% versus 8% for Strawberry Fields REIT LLC — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Strawberry Fields REIT LLC (STRW) is pulling ahead at 17.

3% versus -1. 8% for Global Medical REIT Inc. (GMRE). On earnings-per-share growth, the picture is similar: Strawberry Fields REIT LLC grew EPS 46. 2% year-over-year, compared to -257. 1% for Alpine Income Property Trust, Inc.. Over a 3-year CAGR, STRW leads at 10. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

FRP Holdings, Inc.

(FRPH) is the more profitable company, earning 15. 3% net margin versus -14. 7% for Industrial Logistics Properties Trust — meaning it keeps 15. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: STRW leads at 52. 4% versus 23. 6% for GMRE. At the gross margin level — before operating expenses — FRPH leads at 91. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, FRP Holdings, Inc.

(FRPH) trades at 17. 6x forward P/E versus 595. 7x for Global Medical REIT Inc. — 578. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for STRW: 18. 4% to $15. 33.

In this comparison, GMRE (63.

5% yield), STRW (4. 4% yield), ILPT (1. 5% yield), PINE (0. 2% yield) pay a dividend. FRPH does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Global Medical REIT Inc.

(GMRE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 48), 63. 5% yield, +308. 1% 10Y return). Industrial Logistics Properties Trust (ILPT) carries a higher beta of 1. 62 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GMRE: +308. 1%, ILPT: -41. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: FRPH is a small-cap quality compounder stock; PINE is a small-cap high-growth stock; STRW is a small-cap high-growth stock; ILPT is a small-cap quality compounder stock; GMRE is a small-cap income-oriented stock. STRW, ILPT, GMRE pay a dividend while FRPH, PINE do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.