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Jun 30, 2024

CubeSmart Q2 2024 Earnings Report

CubeSmart's Q2 2024 performance reflected resilience in an uncertain economy. The company experienced a marginally stronger seasonal uplift in demand and optimized performance through a data-driven approach.

Key Takeaways

CubeSmart reported a net income of $94.0 million and EPS of $0.41 for the second quarter of 2024. FFO, as adjusted, was $146.0 million, or $0.64 per diluted share. Same-store NOI decreased 1.2% year over year, with revenue growth of 0.3% offset by a 4.2% increase in operating expenses.

Diluted earnings per share (EPS) attributable to common shareholders was $0.41.

Funds from operations (FFO), as adjusted, per diluted share was $0.64.

Same-store NOI decreased 1.2% year over year due to revenue growth and increased operating expenses.

Same-store occupancy averaged 91.5% during the quarter, ending at 91.9%.

Total Revenue
$266M
Previous year: $261M
+2.1%
EPS
$0.64
Previous year: $0.66
-3.0%
Same-Store Avg Occupancy
91.5%
Previous year: 92.7%
-1.3%
Total Period End Occupancy
91.3%
Previous year: 92%
-0.8%
Gross Profit
$132M
Previous year: $186M
-29.0%
Cash and Equivalents
$7.27M
Previous year: $9.22M
-21.1%
Total Assets
$6.18B
Previous year: $6.28B
-1.5%

CubeSmart

CubeSmart

Forward Guidance

The Company estimates that its fully diluted earnings per share for 2024 will be between $1.71 and $1.77, and that its fully diluted FFO per share, as adjusted, for 2024 will be between $2.61 and $2.67.