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Mar 31, 2023

CubeSmart Q1 2023 Earnings Report

CubeSmart's Q1 2023 performance was strong, marked by increased EPS, FFO, and same-store NOI growth.

Key Takeaways

CubeSmart reported strong first-quarter results, with EPS of $0.43 and FFO per share of $0.65. The company experienced a 9.1% increase in same-store NOI, driven by revenue growth and effective expense management. CubeSmart added 25 stores to its third-party management platform, expanding its managed store count to 676.

Reported EPS attributable to common shareholders was $0.43.

Reported FFO per share was $0.65.

Increased same-store NOI by 9.1% year over year, driven by 6.9% revenue growth.

Averaged same-store occupancy of 91.5% during the quarter and ended the quarter at 91.9%.

Total Revenue
$257M
Previous year: $239M
+7.5%
EPS
$0.65
Previous year: $0.58
+12.1%
Same-Store Avg Occupancy
91.5%
Previous year: 93.6%
-2.2%
Total Period End Occupancy
90.9%
Previous year: 92.6%
-1.8%
Gross Profit
$185M
Previous year: $168M
+10.4%
Cash and Equivalents
$5.51M
Previous year: $7.89M
-30.2%
Total Assets
$6.29B
Previous year: $6.46B
-2.6%

CubeSmart

CubeSmart

Forward Guidance

The Company estimates that its fully diluted earnings per share for the year will be between $1.77 and $1.84, and that its fully diluted FFO per share, as adjusted, for 2023 will be between $2.64 and $2.71. Due to uncertainty related to the timing and terms of transactions, the impact of any potential future speculative investment activity is excluded from guidance.