Cubesmart · NYSE:CUBE
Cubesmart — Investor Presentation (March 2026)
28 slides from Cubesmart's investor presentation, March 2026
Slide 1: Investor Presentation March 2026
March 2026 Investor Presentation
Slide 2: Safe Harbor Statement
Safe Harbor Statement The forward - looking statements contained in this presentation are subject to various risks and known and unknown uncertainties . Although the Company believes the expectations reflected in such forward - looking statements are based on reasonable assumptions, there can be no
Slide 3: Introduction to CubeSmart
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Introduction to CubeSmart A high - quality portfolio in an attractive industry with proven returns 50% 35% 48.4 M 5- year growth in 5- year t
Slide 4: Why CubeSmart?
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Why CubeSmart? A company built to perform throughout all phases of the cycle Attractive Industry Well- diversified demand characteristics cre
Slide 5: Experienced Management Team
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Experienced Management Team Strong track record of creating shareholder value and driving performance Average Management Tenure 14 Years with
Slide 6: Strong Corporate Governance
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Strong Corporate Governance Supporting the long - term interests of all shareholders Board Practices Governance ▪ The Board is composed of ni
Slide 7: A History of Growth
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance A History of Growth Consistent execution on strategic objectives Acquired 22 - store Acquired 59 - store Acquired remaining U- Store - It Acq
Slide 8: Quality-Driven Value Creation Strategy
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Quality - Driven Value Creation Strategy Focus on quality throughout the platform Quality Platform Sophisticated, fully integrated platform f
Slide 9: Attractive Industry Dynamics
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Attractive Industry Dynamics Strong sector fundamentals generate outsized long - term returns Dynamic Demand Wide range of needs drives deman
Slide 10: Industry Backdrop
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Industry Backdrop Current industry backdrop sets the stage for long - term future growth Fragmentation Fragmented ownership creates further o
Slide 11: Diversified Portfolio in Quality Markets
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Diversified Portfolio in Quality Markets National platform focused in core markets drives long - term value Primary Markets Owned portfolio p
Slide 12: Industry-Leading Demographics Generate Long-Term Value
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Industry - Leading Demographics Generate Long - Term Value Quality market focus creates a strong demand backdrop and cash flow stability Stro
Slide 13: New York City Market Leader
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance New York City Market Leader Competitive advantage in the largest market is a key component of our long - term strategy Best -In Class Portfol
Slide 14: Sophisticated Operating Platform Drives Efficiencies
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Sophisticated Operating Platform Drives Efficiencies Foundation of propriety solutions creates flexibility for the future Technological Platf
Slide 15: Optimization Throughout the Customer Journey
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Optimization Throughout the Customer Journey Thoughtful enhancements across all touchpoints for a fully integrated experience Research Reserv
Slide 16: Focus on Efficient Operations
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Focus on Efficient Operations Sector - leading expense control against an inflationary backdrop Average Same - Store Expense Growth 1 6.0% 5.
Slide 17: Multi-Faceted External Growth Strategy Creates Long-Term Value
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Multi - Faceted External Growth Strategy Creates Long - Term Value Building our portfolio through strategic investment and growth High - Qual
Slide 18: Robust Portfolio Growth
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Robust Portfolio Growth Strategically increasing the size of the platform Multi - faceted growth strategy, leveraging all 1800 avenues to enh
Slide 19: Accretive Acquisitions Create Long-Term Value
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Accretive Acquisitions Create Long - Term Value Disciplined investment strategy to prudently build our portfolio Strong Demographics $6.2B Fo
Slide 20: Strategic Joint Ventures Complement our Growth Strategy
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Strategic Joint Ventures Complement our Growth Strategy Opportunistic investment with partners adds value to our portfolio strategy Strong Re
Slide 21: Targeted Development Creates Long-Term Value
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Targeted Development Creates Long - Term Value Enhancing our portfolio in select markets with flagship properties Partner with Local Develope
Slide 22: Third Party Management Generates Additional Growth
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Third Party Management Generates Additional Growth Mutually beneficial relationships create long - term value for our shareholders Enhanced P
Slide 23: Disciplined Balance Sheet Strategy
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Disciplined Balance Sheet Strategy Ensuring stability while funding growth Investment - grade balance sheet, with well - staggered maturities
Slide 24: 2025 Financial Highlights
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance 2025 Financial Highlights 2025 Results 1 2 2025 Highlights Full -Year Outlook (0.5)% $501.8M ▪ Acquired the remaining 80% interest in the HVP
Slide 25: Same-Store Operational Update
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Same - Store Operational Update Year - to- date performance through February 26 th 2026 Same - Store Rentals 1 Same - Store Vacates 1 25,000
Slide 26: Consistent Earnings Outperformance
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Consistent Earnings Outperformance FFO per share growth above the sector average over the past three years Consistent outperformance FFO, as
Slide 27: Long-Term Cash Flow Growth
CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Long - Term Cash Flow Growth A consistent history of sharing our growth with our shareholders FFO, as adjusted, per share Annual Dividend per
Slide 28: Why CubeSmart?
Why CubeSmart? A company built to perform throughout all phases of the cycle Attractive Industry Well - diversified demand characteristics create strong industry fundamentals High Quality Portfolio Growing the platform through high - quality investments creating industry - leading portfolio demograp