National Storage Affiliates: Several Catalysts Could Unlock Value In This Oversold REIT

National Storage Affiliates Trust (NSA) is a self-storage REIT trading at pandemic-era lows, offering a compelling value opportunity despite a high payout ratio. NSA's near-term outlook is challenged by lower occupancy, rising expenses, and a 103.6% dividend payout as a result, but internalization and capital recycling could boost margins long-term. Rate cuts are a key catalyst for NSA, as lower debt costs and improved supply-demand dynamics may drive a recovery in self-storage fundamentals from 2026 onwards.

Seeking Alpha • Dec 3, 2025

Dividends Up To 20% Wall Street Says You Should Sell

We contrarians follow Wall Street analysts because we like to fade their opinions!

Forbes • Nov 22, 2025

National Storage Affiliates Trust Announces Quarterly Dividends

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

Business Wire • Nov 13, 2025

REIT Replay: REIT Indexes Outperform Broader Markets During 1st Week Of November

Indexes tracking real estate investment trust stocks outperformed the broader stock market indexes during the first week of November. The Dow Jones Equity All REIT closed the recent week up 1.40%, while the MSCI US REIT (RMZ) index rose 1.50%. All of the Dow Jones US real estate property sector indexes logged increases this past week.

Seeking Alpha • Nov 11, 2025

National Storage Affiliates Trust (NSA) Q3 2025 Earnings Call Transcript

National Storage Affiliates Trust ( NSA ) Q3 2025 Earnings Call November 4, 2025 1:00 PM EST Company Participants George Hoglund - Vice President of Investor Relations David Cramer - President, CEO & Trustee Brandon Togashi - Executive VP, CFO & Treasurer Conference Call Participants Samir Khanal - BofA Securities, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Spenser Allaway - Green Street Advisors, LLC, Research Division Eric Wolfe - Citigroup Inc., Research Division Michael Griffin - Evercore ISI Institutional Equities, Research Division Juan Sanabria - BMO Capital Markets Equity Research Todd Thomas - KeyBanc Capital Markets Inc., Research Division Jonathan Petersen - Jefferies LLC, Research Division Ravi Vaidya - Mizuho Securities USA LLC, Research Division Brendan Lynch - Barclays Bank PLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Presentation Operator Greetings. Welcome to the National Storage Affiliates' Third Quarter 2025 Conference Call.

Seeking Alpha • Nov 4, 2025

REIT Replay: REIT Indexes Close Final Week Of October In The Red

US equity real estate investment trust indexes dropped during the final week of October. The Dow Jones Equity All REIT index closed the recent week down 3.29%, while the MSCI US REIT (RMZ) index fell 2.88%. The healthcare REIT index was the sole Dow Jones US real estate property sector index to close the week in the black, recording a 1.47% gain.

Seeking Alpha • Nov 4, 2025

National Storage Affiliates Trust Reports Third Quarter 2025 Results

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--National Storage Affiliates Trust Reports Third Quarter 2025 Results.

Business Wire • Nov 3, 2025

Compared to Estimates, National Storage (NSA) Q3 Earnings: A Look at Key Metrics

Although the revenue and EPS for National Storage (NSA) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Nov 4, 2025

National Storage (NSA) Beats Q3 FFO Estimates

National Storage (NSA) came out with quarterly funds from operations (FFO) of $0.57 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to FFO of $0.62 per share a year ago.

Zacks Investment Research • Nov 4, 2025

National Storage Affiliates Trust Announces Preferred Equity Investment in Newly Formed Joint Venture

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--National Storage Affiliates Trust Announces Preferred Equity Investment in Newly Formed Joint Venture.

Business Wire • Nov 3, 2025