Cubesmart · NYSE:CUBE

Cubesmart — Q1 2026 Earnings Presentation

29 slides from Cubesmart's earnings presentation, May 1, 2026

  1. Slide 1: Investor Presentation

    January 2026 Investor Presentation

  2. 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

  3. 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 56% 65% 48.2 M 5- year growth in 5- year t

  4. 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 cr

  5. 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 Executive Officer Tenure 14 Yea

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. Slide 16: 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

  17. Slide 17: 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

  18. Slide 18: 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 $6.1B Fo

  19. Slide 19: 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

  20. Slide 20: 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

  21. Slide 21: 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

  22. Slide 22: Highlighting Successful Execution: HVP IV Venture

    CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Highlighting Successful Execution: HVP IV Venture Recognizing significant value creation through strategic investment in newly - developed st

  23. 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

  24. 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 Year -to-date Results 1 2 2025 Highlights Full -Year Outlook (0.6)% $452.8M Buyout of partner’s ▪ Acquired the rema

  25. 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 Same - Store Rentals 1 Same - Store Vacates 1 30,000 25,000 25,000 20,000 20,000 15,000 15,000 10,000 10,000

  26. 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 peer average over the past three years Consistent outperformance FFO, as ad

  27. 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

  28. Slide 28: Creating Long-Term Shareholder Value

    CubeSmart: A Compelling Investment | Built for Growth | Operations that Drive Performance | Targeted Investments | Strong Fundamentals, Consistent Performance Creating Long - Term Shareholder Value Generating outperformance over the long term 10- Year Total Shareholder Return vs. Peer Average 300% 2

  29. Slide 29: 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

CubeSmart — Q1 2026 Earnings Presentation on 6ix