Jun 30, 2022

Public Storage Q2 2022 Earnings Report

Operating strength was evident, with strong performance across the same store and non-same store portfolios driving an increase in outlook for the back half of the year.

Key Takeaways

Public Storage reported strong operating results for the three months ended June 30, 2022, with net income allocable to common shareholders of $3.42 per diluted share and Core FFO of $3.99 per diluted share, driven by strong performance across same-store and non-same store portfolios.

Net income allocable to common shareholders was $3.42 per diluted share.

Core FFO allocable to common shareholders was $3.99 per diluted share, an increase of 26.7% relative to the same period in 2021.

Same Store direct net operating income increased by 17.8%, resulting from a 15.9% increase in Same Store revenues.

Acquired ten self-storage facilities with 0.7 million net rentable square feet for $123.6 million.

Total Revenue
$973M
Previous year: $777M
+25.3%
EPS
$3.99
Previous year: $3.15
+26.7%
REVPAF
$20.5
Previous year: $17.8
+15.2%
Gross Profit
$777M
Previous year: $611M
+27.2%
Cash and Equivalents
$1.01B
Previous year: $481M
+110.9%
Total Assets
$17.9B
Previous year: $14.5B
+23.3%

Public Storage

Public Storage

Public Storage Revenue by Segment

Public Storage Revenue by Geographic Location

Forward Guidance

The company provided guidance for the year ending December 31, 2022, including estimates for the impact of the sale of their investment in PSB to Blackstone on July 20, 2022.

Positive Outlook

  • Revenue growth between 12.00% and 15.00%.
  • Net operating income growth between 13.40% and 18.00%.
  • Acquisitions of $1,000,000.
  • Development openings of $250,000.
  • Ancillary net operating income between $155,000 and $160,000.

Challenges Ahead

  • Expense growth between 6.00% and 8.00%.
  • General and administrative expense between $105,000 and $111,000.
  • Interest expense of $133,000.
  • Preferred dividends of $195,000.
  • Capital expenditures of $300,000.