National Storage Affiliates: I'm Holding Through The Merger

National Storage Affiliates is being acquired by Public Storage in a stock-for-stock deal, valuing NSA near $45 per share. I view this as a fair exit for National Storage Affiliates shareholders. The self-storage sector's defensive characteristics and declining new construction support a bullish outlook, especially if long-term interest rates fall.

Seeking Alpha • Jun 21, 2026

REITs: Cheap, Unloved, And Finally Showing Life

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Seeking Alpha • Jun 18, 2026

National Storage Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of National Storage Affiliates Trust - NSA

NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of National Storage Affiliates Trust (NYSE: NSA) to Public Storage (NYSE: PSA). Under the terms of the proposed transaction, shareholders of National will receive 0.14 of a share of Public Storage common stock or partnership units for each share or unit of National that they own. KSF is seeking to.

Business Wire • Jun 11, 2026

National Safety Apparel (NSA) Appoints Michael Enright as Chief Executive Officer; Chuck Grossman Jr. to Transition to Vice Chairman

CLEVELAND--(BUSINESS WIRE)-- #leadershipchange--National Safety Apparel appoints Michael Enright as Chief Executive Officer; Chuck Grossman Jr. transitions to Vice Chairman.

Business Wire • Jun 8, 2026

The REIT Recovery Is Becoming Hard To Ignore

REITs are finally rallying after a brutal 5-year bear market. The main bear arguments are now starting to break down. Private equity is already buying before valuations recover.

Seeking Alpha • May 25, 2026

Private Equity Is Buying REITs Hand Over Fist

REIT buyouts are heating up as private equity targets deep discounts. We recently profited from three REIT takeovers. Two small REITs could be next, with big upside potential.

Seeking Alpha • May 18, 2026

National Storage Affiliates Trust Announces Quarterly Dividends

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--National Storage Affiliates Trust Announces Quarterly Dividends.

Business Wire • May 14, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Rally: Part 2 focuses on laggards and in-line performers - sectors where recovery timelines slipped, results underwhelmed, or elevated rates exposed lingering balance sheet issues. Weakness centered on Farmland, Commercial Mortgage, Lab Space, and Self-Storage REITs, where delayed troughs, credit provisions, book-value pressure, weak rents, and refinancing constraints persisted. Mortgage Stress Hasn't Fully Cleared: Commercial mortgage REITs still faced multifamily bridge-loan and office credit stress, while residential mortgage REITs saw book values pressured by rate volatility and uneven dividend-coverage.

Seeking Alpha • May 14, 2026

Winners Of REIT Earnings Season

REIT earnings results were considerably better than consensus expectations, with 58 REITs - or 59% - raising full-year FFO guidance, well above the typical Q1 raise rate of 40-45%. REITs have extended their year-to-date outperformance despite the recent jump in interest rates, as better earnings results and improving property-level trends helped offset renewed macro pressure. Upside standouts included Hotel, Senior Housing, Data Center, Billboard, Cold Storage, Net Lease, and Retail REITs. Residential REITs saw improving rent growth trends as supply growth finally eases.

Seeking Alpha • May 13, 2026

Buy The Dip: Two REITs Getting Way Too Cheap

REITs are rallying, but some laggards remain deeply discounted. Temporary oversupply has created rare buying opportunities. These undervalued REITs could be next to recover.

Seeking Alpha • May 6, 2026