•
Jun 30, 2023

CubeSmart Q2 2023 Earnings Report

CubeSmart's performance was influenced by inconsistent trends as operating fundamentals adjusted to the evolving macro environment.

Key Takeaways

CubeSmart reported a positive second quarter with increased net income and FFO per share, driven by same-store NOI growth. Urban markets showed stable performance, while Sun Belt demand normalized.

Reported EPS attributable to the Company’s common shareholders was $0.43.

Reported funds from operations (“FFO”) per share of $0.66.

Increased same-store (593 stores) net operating income (“NOI”) 5.0% year over year, driven by 4.6% revenue growth and a 3.6% increase in property operating expenses.

Averaged same-store occupancy of 92.7% during the quarter and ended the quarter at 92.7%.

Total Revenue
$261M
Previous year: $249M
+4.9%
EPS
$0.66
Previous year: $0.62
+6.5%
Same-Store Avg Occupancy
92.7%
Previous year: 95.1%
-2.5%
Total Period End Occupancy
92%
Previous year: 93.6%
-1.7%
Gross Profit
$186M
Previous year: $175M
+6.2%
Cash and Equivalents
$9.22M
Previous year: $5.15M
+79.1%
Total Assets
$6.28B
Previous year: $6.43B
-2.3%

CubeSmart

CubeSmart

Forward Guidance

The Company estimates that its fully diluted earnings per share for the year will be between $1.77 and $1.81 (previously $1.77 to $1.84), and that its fully diluted FFO per share, as adjusted, for 2023 will be between $2.64 and $2.68 (previously $2.64 to $2.71).