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    Nathan Crossett • Baird

    Nathan Crossett's questions to National Storage Affiliates Trust (NSA) leadership

    Nathan Crossett's questions to National Storage Affiliates Trust (NSA) leadership • Q1 2025

    Question

    Nathan Crossett from Baird asked for color on which specific markets were performing better or worse than expectations so far in the year. He also questioned the potential impact of tariffs on NSA's small business tenants.

    Answer

    CFO Brandon Togashi highlighted that Portland and Houston were performing well, with most markets showing sequential improvement, and overall portfolio performance was in line with expectations without major surprises. Regarding tariffs, CEO Dave Cramer stated that while they could have an impact, it is too soon to tell, and the company has not yet heard any direct feedback from tenants on this issue.

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    Nathan Crossett's questions to Iron Mountain Inc (IRM) leadership

    Nathan Crossett's questions to Iron Mountain Inc (IRM) leadership • Q4 2024

    Question

    Nathan Crossett asked for expectations regarding Records and Information Management (RIM) business volumes for Q1 and the remainder of 2025, as well as the anticipated pricing growth for the year.

    Answer

    William Meaney, President and CEO, stated that 2025 RIM performance is expected to be consistent with the past two years, with volumes remaining flat to slightly up. He indicated that growth will primarily come from revenue management, leading to mid- to upper-single-digit revenue growth. Barry Hytinen, EVP and CFO, added that volume trends should be consistent throughout the year and that the timing of revenue management actions will be more evenly distributed compared to the prior year.

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    Nathan Crossett's questions to Iron Mountain Inc (IRM) leadership • Q3 2024

    Question

    Nathan Crossett asked for expectations on Global RIM business volumes and pricing for Q4 and next year, and also requested details on the new Richmond data center land purchase.

    Answer

    CEO William Meaney confirmed the newly acquired Richmond land is power-provisioned for over 200 megawatts of critical IT load. CFO Barry Hytinen stated that physical RIM volume is expected to continue its growth trend and remain flattish-to-slightly-up long-term, while revenue management (pricing) should continue in the mid-to-upper single-digit range.

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