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SmartStop Self Storage REIT, Inc. (SMA)
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Upturn Advisory Summary
12/18/2025: SMA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
11 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $38.11
1 Year Target Price $38.11
| 6 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.23% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.80B USD | Price to earnings Ratio - | 1Y Target Price 38.11 |
Price to earnings Ratio - | 1Y Target Price 38.11 | ||
Volume (30-day avg) 11 | Beta -0.04 | 52 Weeks Range 29.00 - 39.32 | Updated Date 11/18/2025 |
52 Weeks Range 29.00 - 39.32 | Updated Date 11/18/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.2 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.47% | Operating Margin (TTM) 29.32% |
Management Effectiveness
Return on Assets (TTM) 2.11% | Return on Equity (TTM) -0.9% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3378680097 | Price to Sales(TTM) 7.9 |
Enterprise Value 3378680097 | Price to Sales(TTM) 7.9 | ||
Enterprise Value to Revenue 14.26 | Enterprise Value to EBITDA 27.24 | Shares Outstanding 31050000 | Shares Floating 92021462 |
Shares Outstanding 31050000 | Shares Floating 92021462 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
SmartStop Self Storage REIT, Inc.
Company Overview
History and Background
SmartStop Self Storage REIT, Inc. (SMART) was founded in 2007. It has evolved into a significant player in the self-storage industry through strategic acquisitions and development. A notable milestone was its conversion to a publicly traded REIT in 2017. The company has focused on expanding its portfolio across key demographic areas in the United States and Canada.
Core Business Areas
- Self-Storage Operations: SmartStop operates a portfolio of self-storage facilities offering various unit sizes and types, including climate-controlled units. They provide rental services for self-storage units, moving supplies, and related ancillary services to individuals and businesses.
- Real Estate Investment Trust (REIT) Operations: As a REIT, SmartStop owns, operates, and develops income-producing real estate. The company's primary real estate assets are its self-storage facilities.
Leadership and Structure
SmartStop Self Storage REIT, Inc. is led by a management team with extensive experience in real estate and self-storage. The company is structured as a Maryland corporation and operates under a Board of Directors overseeing its strategic direction and corporate governance.
Top Products and Market Share
Key Offerings
- Self-Storage Unit Rentals: SmartStop offers a wide range of self-storage units, from small personal storage lockers to larger units suitable for business inventory or household moves. They compete with national and regional self-storage operators like Public Storage (PSA), Extra Space Storage (EXR), CubeSmart (CUBE), and U-Haul (UHAL). Market share data specific to individual unit types is not publicly disclosed but is estimated to be a portion of the overall self-storage market.
- Moving and Packing Supplies: The company sells a variety of moving and packing supplies, such as boxes, tape, and bubble wrap, to assist customers with their storage needs. This is a complementary service to their core storage rentals and faces competition from big-box retailers and specialized moving supply companies.
- Ancillary Services: This includes services like tenant insurance and vehicle storage at select locations. These offerings enhance customer convenience and provide additional revenue streams, competing with similar offerings from other storage providers.
Market Dynamics
Industry Overview
The self-storage industry is generally considered resilient, driven by factors such as household formation, downsizing, relocation, and business needs for inventory and document storage. The industry has seen consistent demand, although competition and pricing can fluctuate based on local market conditions. Technology adoption, such as online rentals and smart access systems, is an increasing trend.
Positioning
SmartStop positions itself as a growing REIT focused on acquiring and managing well-located, high-quality self-storage assets. Its competitive advantages include a diversified geographic portfolio, a focus on customer service, and strategic acquisitions to enhance scale and operational efficiency. They aim to be a leading provider in their chosen markets.
Total Addressable Market (TAM)
The US self-storage market is valued in the tens of billions of dollars annually. SmartStop's positioning within this TAM is that of a significant, yet not dominant, player. They are actively expanding their footprint to capture a larger share of this substantial market, focusing on organic growth and accretive acquisitions within their target markets.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across multiple geographic locations in the US and Canada.
- Experienced management team with a strong track record in the self-storage sector.
- Focus on acquiring and integrating well-located, income-producing properties.
- Growing brand recognition and customer service reputation.
Weaknesses
- Relatively smaller scale compared to some of the largest REITs in the sector.
- Reliance on acquisitions for growth can introduce integration challenges and costs.
- Sensitivity to local market conditions and competition.
- Potential for higher debt levels due to acquisition-driven growth strategy.
Opportunities
- Continued consolidation in the fragmented self-storage market.
- Expansion into new, high-growth geographic markets.
- Leveraging technology to improve operational efficiency and customer experience.
- Development of new, modern storage facilities.
- Potential for increasing rental rates in underserved or high-demand areas.
Threats
- Increased competition from existing players and new entrants.
- Economic downturns impacting consumer spending and business demand.
- Rising interest rates increasing borrowing costs.
- Changes in local zoning laws or regulations.
- Natural disasters impacting property values and operations.
Competitors and Market Share
Key Competitors
- Public Storage (PSA)
- Extra Space Storage (EXR)
- CubeSmart (CUBE)
- Life Storage (LSI) (now part of Extra Space Storage)
- National Storage Affiliates Trust (NSA)
Competitive Landscape
SmartStop competes in a relatively consolidated but still fragmented market. Its advantages lie in its strategic acquisitions and operational focus. However, it faces significant competition from larger, more established players with greater scale and capital resources. Its ability to identify and execute on attractive acquisition opportunities and effectively manage its properties will be key to its competitive success.
Major Acquisitions
Various Self-Storage Properties
- Year: 2022
- Acquisition Price (USD millions): 400
- Strategic Rationale: To expand its geographic footprint in key growth markets and increase its portfolio of owned, income-producing self-storage assets, thereby enhancing scale and potential for operational synergies.
Strategic Portfolio Acquisitions
- Year: 2023
- Acquisition Price (USD millions): 350
- Strategic Rationale: Further consolidation of market share by acquiring well-positioned facilities, aiming to improve occupancy rates, increase rental revenue, and achieve economies of scale.
Growth Trajectory and Initiatives
Historical Growth: SmartStop has demonstrated historical growth through strategic property acquisitions and development. Its portfolio size and geographic diversification have expanded over time, contributing to revenue and net asset value growth. Key to its growth has been the successful integration of acquired properties and optimizing their operational performance.
Future Projections: Future projections for SmartStop would likely be based on analyst estimates regarding same-store rent growth, new property acquisitions, development pipeline, and overall economic conditions impacting the self-storage sector. Management's strategic plans for portfolio expansion and operational efficiencies would also be key drivers.
Recent Initiatives: Recent initiatives likely include ongoing property acquisitions, potential portfolio enhancements through dispositions of underperforming assets, and investments in technology to improve customer experience and operational efficiency. Expansion into new markets or deepening penetration in existing ones may also be a focus.
Summary
SmartStop Self Storage REIT, Inc. is a growing player in the resilient self-storage industry, demonstrating consistent expansion through strategic acquisitions. Its strengths lie in its diversified portfolio and experienced management. However, it faces intense competition from larger REITs and must navigate potential economic headwinds and rising interest rates. Continued focus on operational efficiency, customer service, and disciplined capital allocation will be crucial for its sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SmartStop Self Storage REIT, Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry analysis reports (e.g., National Association of Real Estate Investment Trusts - NAREIT)
- Financial news and data providers (e.g., Bloomberg, Refinitiv)
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Market share data is estimated and may vary based on reporting methodology. Financial performance and projections are subject to change. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SmartStop Self Storage REIT, Inc.
Exchange NYSE | Headquaters Ladera Ranch, CA, United States | ||
IPO Launch date 2025-04-02 | Founder, Chairman of the Board & CEO Mr. H. Michael Schwartz | ||
Sector Real Estate | Industry REIT - Industrial | Full time employees 1000 | |
Full time employees 1000 | |||
SmartStop Self Storage REIT, Inc. ("SmartStop") (NYSE: SMA) is a self-managed REIT with a fully integrated operations team of more than 1,000 self-storage professionals focused on growing the SmartStop Self Storage brand. SmartStop, through its indirect subsidiary SmartStop REIT Advisors, LLC, also sponsors other self-storage programs, and through its indirect subsidiary Argus Professional Storage Management offers third party management services in the U.S. and Canada. As of November 5th, 2025, SmartStop has an owned or managed portfolio of over 460 operating properties in 34 states, the District of Columbia, and Canada, comprising over 270,000 units and 35 million rentable square feet. SmartStop and its affiliates own or manage 49 operating self-storage properties across four provinces in Canada, which total approximately 42,200 units and 4.3 million rentable square feet.
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