CubeSmart

CUBE

Market cap $9.3B

Overview Fund Activity

40.79 USD

-0.43

1.04%

At close Updated Sep 18, 4:00 PM EDT

Pre-market

After hours

40.79

0.00

0%

1 day

-1.04%

5 days

-1.64%

1 month

4.59%

3 months

-4.5%

6 months

-3.57%

Year to date

-1.95%

1 year

-24.46%

5 years

26.64%

10 years

56.1%

About: CubeSmart is a real estate investment trust that acquires, owns, and manages self-storage facilities throughout the United States. The company's real estate portfolio is composed of buildings with numerous enclosed storage areas for both residential and commercial customers to rent mainly on a month-by-month basis. Majority of CubeSmart's facilities are located in Florida, Texas, California, New York, and Illinois. Cumulatively, these states account for both the majority of the square footage in the company's real estate portfolio and the majority of its revenue. The company derives nearly all of its revenue from rental income from tenants utilizing its storage facilities.

Employees: 3,104

Real Estate Industrial REIT

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

224% more call options, than puts

Call options by funds: $4.86M | Put options by funds: $1.5M

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

20% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 153

6% more capital invested

Capital invested by funds: $8.92B [Q1] → $9.45B (+$527M) [Q2]

5.83% more ownership

Funds ownership: 91.73% [Q1] → 97.56% (+5.83%) [Q2]

3% more funds holding

Funds holding: 440 [Q1] → 455 (+15) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 3 (-3) [Q2]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$42

3% upside

Avg. target

$46

12% upside

High target

$49

20% upside

6 analyst ratings

3 positive

50%

3 neutral

50%

0 negative

0%

UBS Michael Goldsmith	$42	Neutral Maintained	16 Sep 2025
Evercore ISI Group Steve Sakwa	$48	Outperform Upgraded	15 Sep 2025
Citigroup Smedes Rose	$43	Neutral Maintained	25 Aug 2025
Barclays Brendan Lynch	$45	Equal-Weight Maintained	8 Aug 2025
RBC Capital Brad Heffern	$47	Outperform Maintained	4 Aug 2025
BMO Capital Juan Sanabria	$49	Outperform Upgraded	20 Jun 2025

See Analyst Rankings

Financial journalist opinion

CubeSmart: Great Dividend With Good Growth Prospects

CubeSmart offers a strong 5.2% dividend yield with consistent growth, making it attractive for risk-averse, long-term investors seeking income and value. CUBE is undervalued by 20% based on dividend discount and historical multiple analyses, with expected total annual returns of 13.5%-16.3%. The self-storage industry is resilient, with CUBE outperforming peers in revenue, FFO growth, and dividend growth, despite recent sector headwinds.

CubeSmart: Great Dividend With Good Growth Prospects

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Inflation Fails To Chill Fed Cut Momentum

U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.

Inflation Fails To Chill Fed Cut Momentum

CubeSmart Announces Pricing of 5.125% Senior Unsecured Notes Due 2035

MALVERN, Pa., Aug. 11, 2025 (GLOBE NEWSWIRE) -- CubeSmart (NYSE: CUBE) (the “Company” or “CubeSmart”), the third-largest owner and operator of self-storage properties in the United States, today announced that its operating partnership, CubeSmart, L.P. (the “Operating Partnership”), priced an offering of $450.0 million aggregate principal amount of 5.125% senior unsecured notes due 2035 (the “Notes”) in an underwritten public offering. The Notes were priced at 98.656% of the principal amount with a yield to maturity of 5.295%. The Notes will be fully and unconditionally guaranteed by CubeSmart. The offering is expected to close on August 20, 2025, subject to the satisfaction of customary closing conditions.

CubeSmart Announces Pricing of 5.125% Senior Unsecured Notes Due 2035

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Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

CubeSmart Q2: Better Than Expected, Raised Guidance

CubeSmart is a self-storage unit REIT with a strong history of growth. CUBE offers a 5.35% dividend yield and has consistently raised dividends for 10 years. The company's growth strategy—new builds, acquisitions, and third-party management—plus an investment-grade balance sheet, positions it well for future rate cuts.

CubeSmart Q2: Better Than Expected, Raised Guidance

CubeSmart (CUBE) Q2 2025 Earnings Call Transcript

CubeSmart (NYSE:CUBE ) Q2 2025 Earnings Conference Call August 1, 2025 11:00 AM ET Company Participants Christopher P. Marr - CEO, President & Trustee Joshua Schutzer - VP of Finance & Head of Investor Relations Timothy M.

CubeSmart (CUBE) Q2 2025 Earnings Call Transcript

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Zacks Investment Research

CubeSmart (CUBE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for CubeSmart (CUBE) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CubeSmart (CUBE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

See News Rankings

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