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National Storage Affiliates Trust (NSA)

Earnings summaries and quarterly performance for National Storage Affiliates Trust.

Research analysts who have asked questions during National Storage Affiliates Trust earnings calls.

Michael Goldsmith

UBS

5 questions for NSA

Also covers: ADC, AHR, AMH +33 more

Ronald Kamdem

Morgan Stanley

5 questions for NSA

Also covers: AAT, ADC, AHR +36 more

Todd Thomas

KeyBanc Capital Markets

5 questions for NSA

Also covers: AAT, AKR, BRX +20 more

Eric Wolfe

Citi

4 questions for NSA

Also covers: AMH, AVB, CPT +13 more

Omotayo Okusanya

Deutsche Bank AG

4 questions for NSA

Also covers: AMH, ARE, BDN +40 more

Salil Mehta

Green Street

4 questions for NSA

Also covers: EXR

Samir Khanal

Bank of America

4 questions for NSA

Also covers: BRX, COLD, CUBE +16 more

Brendan Lynch

Barclays

3 questions for NSA

Also covers: BXP, CCI, CUBE +16 more

Juan Sanabria

BMO Capital Markets

3 questions for NSA

Also covers: AMH, BRX, CTRE +20 more

Michael Griffin

Citigroup Inc.

3 questions for NSA

Also covers: AHR, ALX, ARE +32 more

Ravi Vaidya

Mizuho

3 questions for NSA

Also covers: AAT, CUBE, EXR +9 more

Jeffrey Spector

BofA Securities

2 questions for NSA

Also covers: AKR, AMH, AVB +25 more

Robin Haneland

BMO Capital Markets

2 questions for NSA

Also covers: GMRE, NHI

Wesley Golladay

Robert W. Baird & Co.

2 questions for NSA

Also covers: ADC, AHR, ARE +23 more

Eric Luebchow

Wells Fargo

1 question for NSA

Also covers: AMT, CUBE, DBRG +9 more

Jon Petersen

Jefferies

1 question for NSA

Also covers: CORZ, CUBE, DLR +11 more

Nathan Crossett

Baird

1 question for NSA

Also covers: IRM

Nathan [Last Name Inaudible]

Baird

1 question for NSA

Samuel A.A. Ohiomah

Deutsche Bank

1 question for NSA

Also covers: ADC

Spenser Glimcher

Green Street Advisors, LLC

1 question for NSA

Also covers: ADC, CUBE, EPR +3 more

Recent press releases and 8-K filings for NSA.

National Storage Affiliates Trust Reports Q3 2025 Earnings and Maintains 2025 Guidance
NSA
Earnings
Guidance Update
New Projects/Investments
  • National Storage Affiliates Trust (NSA) reported Core FFO per share of $0.57 for Q3 2025, which was in line with expectations but represented an 8% decline from the prior year period, primarily due to a decrease in same-store Net Operating Income (NOI) and an increase in interest expense.
  • Same-store revenues declined 2.6% in Q3 2025, which is a meaningful improvement from the first half of the year, with rental revenue down 2.2% year-over-year in Q3 compared to negative 3.2% in the first half of 2025.
  • Occupancy ended October at 84.3%, down 170 basis points year-over-year, while contract rates were up 160 basis points in October compared to last year.
  • The company maintained its 2025 guidance ranges for same-store growth and Core FFO per share, with the midpoint implying continued improvement in Q4 and positive momentum into 2026.
  • NSA launched a preferred investment program and continues its capital recycling efforts, with its 2023 joint venture acquiring two properties for a total of $32 million.
Nov 4, 2025, 6:00 PM
National Storage Affiliates Trust Reports Third Quarter 2025 Results
NSA
Earnings
Dividends
Demand Weakening
  • National Storage Affiliates Trust reported net income of $29.0 million and diluted earnings per share of $0.17 for the third quarter of 2025, representing a 2.5% decrease and a $0.01 decrease, respectively, compared to the third quarter of 2024.
  • Core Funds From Operations (Core FFO) per share decreased 8.1% to $0.57 for the third quarter of 2025 compared to the third quarter of 2024.
  • Same store net operating income (NOI) decreased 5.7% for the third quarter of 2025, driven by a 2.6% decrease in same store total revenues and a 4.9% increase in same store property operating expenses.
  • The company declared a quarterly cash dividend of $0.57 per common share for the third quarter of 2025, which was paid on September 30, 2025.
  • Management indicated that the majority of markets showed sequential improvement in same store revenue growth and expects an improvement in self storage fundamentals in 2026 and beyond.
Nov 3, 2025, 9:09 PM
National Storage Affiliates Trust Reports Third Quarter 2025 Results
NSA
Earnings
Guidance Update
New Projects/Investments
  • National Storage Affiliates Trust reported net income of $29.0 million for the third quarter of 2025, a 2.5% decrease compared to the third quarter of 2024, with diluted earnings per share at $0.17.
  • Core Funds From Operations (Core FFO) per share decreased 8.1% to $0.57 for the third quarter of 2025 compared to the same period in 2024.
  • Same store net operating income (NOI) decreased 5.7% for the third quarter of 2025, driven by a 2.6% decrease in same store total revenues and a 4.9% increase in same store property operating expenses.
  • The company reaffirmed its full-year 2025 Core FFO guidance in the range of $2.17 to $2.23 per share.
  • During the third quarter of 2025, an unconsolidated real estate venture acquired two self-storage properties for approximately $32.0 million, with NSA contributing $8.0 million.
Nov 3, 2025, 9:08 PM
National Storage Affiliates Trust Announces New Joint Venture
NSA
New Projects/Investments
  • National Storage Affiliates Trust (NSA) has formed a new joint venture with Investment Real Estate Management, LLC (IRE).
  • The joint venture is anticipated to have a total buying power of approximately $350 million.
  • NSA committed to providing 75% of the equity capital, up to $105 million, for a preferred equity stake, expecting a 10% preferred return per annum.
  • The joint venture plans to deploy this capital over the next 24 months, primarily targeting value-add self storage investments.
Nov 3, 2025, 9:05 PM

Quarterly earnings call transcripts for National Storage Affiliates Trust.