Every material Form 8-K CubeSmart has filed with the SEC since August 12, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
CubeSmart announced its third quarter 2026 operating results, reporting diluted earnings per share of $0.42 and adjusted funds from operations of $0.66 per diluted share. Driven by strong year-to-date performance, the company raised its full-year same-store and FFO guidance ranges for shareholders.
Diluted EPS attributable to common shareholders was $0.42 for the third quarter of 2026, compared to $0.36 in the third quarter of 2025.
Same-store net operating income increased 2.1% year over year to $172.6 million for the third quarter.
The company repurchased 2.1 million common shares for $83.9 million during the quarter at an average price of $39.09 per share.
Full-year diluted FFO per share, as adjusted, is now estimated to be between $2.58 and $2.60.
CubeSmart and its operating partnership entered into a $300 million unsecured term loan with PNC Bank as administrative agent, fully funded at closing. Proceeds were used to repay amounts drawn under the company's unsecured revolving credit facility, which adds term debt maturing in January 2031 in place of revolver borrowings.
Term loan of $300 million dated October 26, 2026, matures January 10, 2031, with a one-time option to extend one year for an extension fee of 0.125%
Priced at 0.800% over daily simple SOFR, with no SOFR floor, based on credit ratings and leverage as of June 30, 2026
Lenders may provide additional term loans bringing total borrowings under the facility to up to $1.0 billion, but no lender is obligated to do so
Loan includes leverage and fixed charge coverage covenants; the company and operating partnership are jointly and severally obligated
CubeSmart filed an investor presentation with its 8-K that shows year-to-date 2026 same-store results through June 30, 2026, including revenue growth of 0.7%, expense growth of 5.1%, and a 1.1% decline in same-store net operating income. The full-year 2026 outlook shown was last updated in the July 30, 2026 earnings release, and the filing does not state a new change to it. The deck also reports second-quarter FFO, as adjusted, of $0.63 per share and share repurchases of 2.0 million shares for $75.8 million.
CubeSmart reported second-quarter 2026 results, with diluted EPS rising to $0.39 from $0.36 a year earlier while FFO, as adjusted, per diluted share fell 3.1% to $0.63. The company said the midpoints of its same-store revenue, same-store NOI and FFO guidance ranges increased, and it set 2026 EPS guidance of $1.58 to $1.64 and FFO, as adjusted, per share guidance of $2.54 to $2.60. The company also agreed to form a Heitman joint venture for 15 stores valued at $197.0 million, expected to close in the fourth quarter of 2026.
Q2 2026 total revenues rose to $286.5 million from $282.3 million, and same-store NOI fell 0.7% year over year
Diluted EPS was $0.39 versus $0.36; FFO, as adjusted, totaled $143.1 million versus $148.9 million
2026 guidance: diluted EPS of $1.58 to $1.64 and FFO, as adjusted, per diluted share of $2.54 to $2.60
Repurchased 1.1 million shares for $42.5 million; revolving credit facility increased from $850 million to $1 billion and extended to June 2030
CubeSmart and its operating partnership entered a Third Amended and Restated Credit Agreement with Wells Fargo as agent, replacing an $850 million unsecured revolver with a $1 billion unsecured revolver maturing June 24, 2030. Initial advances repaid all amounts drawn under the prior facility, and the company says pricing depends on its credit ratings and leverage.
New unsecured revolving facility totals $1 billion, up from $850 million as of June 23, 2026
Facility matures June 24, 2030
Drawn amounts priced at 0.775% over SOFR plus a 0.15% facility fee at current ratings and leverage, with no SOFR floor
Initial advances repaid all amounts drawn under the prior credit facility
CubeSmart furnished a June 2026 investor slide presentation under Items 2.02 and 7.01 of Form 8-K, with no new quarterly revenue, profit or guidance figures in the text provided. The deck highlights a portfolio of 1,516 properties as of March 31, 2026, a $11.8 billion enterprise value, and a Baa2/BBB credit rating, which shareholders may use to gauge the company's scale and balance sheet.
Portfolio of 1,516 properties and 48.5 million owned square feet as of March 31, 2026
Enterprise value of $11.8 billion as of March 31, 2026, with a 31% five-year total shareholder return for the period ended December 31, 2025
Five-year acquisition volume of $2.6 billion and 50% five-year growth in FFO, as adjusted, per share
Credit rating of Baa2/BBB; the filing was signed by Chief Legal Officer Jeffrey P. Foster on June 1, 2026
CubeSmart furnished a May 2026 slide presentation on its New York City portfolio, filed under Items 2.02 and 7.01 of Form 8-K. The filing contains no revenue, profit, guidance, or other financial results despite the Item 2.02 heading, so the presentation mainly describes the company's market position and portfolio for investors.
As of March 31, 2026, CubeSmart operates 65 New York City properties: 46 owned and 19 managed.
The presentation says CubeSmart is the largest owner of self-storage properties in Brooklyn, Queens, and the Bronx, operating 29% of total square footage in those three boroughs.
Exhibit 99.1 is a slide presentation dated May 2026, furnished for investor use and not deemed filed under Section 18 of the Exchange Act.
CubeSmart filed a slide presentation with its May 2026 investor deck, which summarizes first-quarter 2026 results and reaffirms its full-year 2026 outlook from its April 30, 2026 earnings release. Same-store revenue grew 0.6%, but same-store expenses rose 5.8% and same-store net operating income fell 1.5%, while FFO, as adjusted, was $0.63 per share. The filing does not give prior-period comparisons for these figures.
Q1 2026 same-store revenue grew 0.6%, same-store expenses rose 5.8%, and same-store NOI fell 1.5%.
Q1 2026 FFO, as adjusted, was $0.63 per share.
Full-year 2026 outlook, last updated April 30, 2026: FFO, as adjusted, of $2.52 to $2.60 per share and same-store NOI growth of (1.75%) to 0.25%.
During the quarter, CubeSmart repurchased 0.9 million common shares for $33.4 million at an average of $36.64 per share.
CubeSmart reported first-quarter 2026 results on April 30, 2026. Diluted EPS was $0.36, down from $0.39 a year earlier, and FFO, as adjusted, per diluted share was $0.63, down 1.6% from $0.64, while total revenue rose to $281.9 million from $273.0 million. The company also issued 2026 guidance of $1.55 to $1.63 in diluted EPS and $2.52 to $2.60 in FFO, as adjusted, per diluted share, but the filing does not state the prior guidance figures for comparison.
Diluted EPS was $0.36 versus $0.39 a year earlier; net income attributable to common shareholders was $82.9 million versus $89.2 million.
Same-store NOI fell 1.5% as same-store revenue rose 0.6% and same-store operating expenses rose 5.8%; period-end occupancy was 89.3% versus 89.6%.
The company repurchased 0.9 million shares for $33.4 million and paid a $0.53 quarterly dividend on April 15, 2026.
2026 guidance: diluted EPS of $1.55 to $1.63 and FFO, as adjusted, per diluted share of $2.52 to $2.60.
CubeSmart filed an 8-K on March 2, 2026 furnishing a slide presentation dated March 2026 for use with investors. The filing text contains no revenue, profit, or guidance figures; the slides restate portfolio size, enterprise value, and credit rating as of December 31, 2025. For shareholders, this is a routine investor-materials filing that does not change reported results or outlook.
Exhibit 99.1 is a slide presentation dated March 2026, furnished under Items 2.02 and 7.01
Slides cite 1,524 properties and 48.4 million total owned square feet as of December 31, 2025
Slides cite $11.6 billion enterprise value and a Baa2/BBB credit rating as of December 31, 2025
Filing signed by Chief Legal Officer and Secretary Jeffrey P. Foster on March 2, 2026
CubeSmart reported fourth-quarter 2025 results on February 26, 2026, with diluted EPS down to $0.34 from $0.45 and FFO, as adjusted, per diluted share down 5.9% to $0.64. For the full year, diluted EPS fell to $1.46 from $1.72. The company also gave initial 2026 guidance of $1.55 to $1.63 in diluted EPS and $2.52 to $2.60 in FFO, as adjusted, per share, which shareholders can compare with 2025 results.
Q4 2025 net income attributable to common shareholders was $78.7 million, compared with $101.9 million in Q4 2024.
Same-store net operating income decreased 1.1% in Q4 2025, with same-store revenues down 0.1% and operating expenses up 2.9%.
2026 guidance: diluted EPS of $1.55 to $1.63 and FFO, as adjusted, per diluted share of $2.52 to $2.60; the filing does not state a prior guidance range.
CubeSmart furnished a January 2026 investor presentation under Item 2.02 and Item 7.01, with no new full-year results or new guidance in the filing. The slides show same-store revenue down 0.6% and same-store NOI down 1.1% for the year through September 30, 2025, with the full-year outlook still calling for same-store NOI to decline between 0.75% and 1.75%.
Year to date through September 30, 2025: same-store revenue down 0.6%, same-store expenses up 0.7%, same-store NOI down 1.1%
Full-year 2025 outlook: same-store NOI growth of (1.75%) to (0.75%); FFO, as adjusted, of $2.56 to $2.60 per share
Third-quarter 2025 FFO, as adjusted, of $0.65 per share
Bought the remaining 80% interest in the HVP IV joint venture for $452.8 million, including $44.4 million to repay debt, in February 2025
CubeSmart furnished a December 2025 investor presentation that restates its 2025 year-to-date results and full-year outlook. Same-store revenue fell 0.6% and same-store net operating income fell 1.1% through September 30, 2025, and the full-year outlook projects same-store NOI declines of 0.75% to 1.75%. The filing includes no new earnings release, and the outlook was last updated on October 30, 2025.
Year-to-date through September 30, 2025: same-store revenue down 0.6%, same-store expenses up 0.7%, same-store NOI down 1.1%
Full-year 2025 outlook: same-store NOI growth of (1.75%) to (0.75%); FFO, as adjusted, of $2.56 to $2.60 per share, last updated October 30, 2025
Acquired the remaining 80% interest in the HVP IV joint venture for $452.8 million, including $44.4 million to repay debt
Issued $450.0 million of 5.125% senior unsecured notes due 2035 on August 20, 2025
CubeSmart reported third-quarter 2025 results on October 30, 2025. Diluted EPS fell to $0.36 from $0.44 and FFO, as adjusted, per diluted share fell 3.0% to $0.65, while total revenues rose to $285.1 million from $270.9 million. The CFO said stabilizing trends positioned the company to further increase the midpoints of its full-year FFO per share and same-store guidance ranges, and the company set 2025 diluted EPS guidance at $1.46 to $1.50.
Diluted EPS attributable to common shareholders was $0.36 versus $0.44 a year earlier; FFO, as adjusted, per diluted share was $0.65 versus $0.67.
Same-store NOI fell 1.5% to $166.5 million, with same-store revenues down 1.0% and period-end occupancy at 89.0% versus 90.2%.
Total revenues rose to $285.1 million from $270.9 million, while interest expense on loans increased to $29.4 million from $22.8 million.
2025 guidance: diluted EPS of $1.46 to $1.50 and FFO, as adjusted, per diluted share of $2.56 to $2.60; prior ranges are not stated in the filing.
CubeSmart furnished a September 2025 investor presentation under Items 2.02 and 7.01 of its Form 8-K. The deck shows year-to-date same-store revenue down 0.4%, same-store net operating income down 0.9%, and second-quarter 2025 FFO, as adjusted, of $0.65 per share. It also restates full-year 2025 guidance, which the filing does not compare with prior guidance.
Year-to-date same-store revenue growth of (0.4)%, same-store expense growth of 0.9%, and same-store NOI growth of (0.9)%
2Q25 FFO, as adjusted, of $0.65 per share
Full-year 2025 outlook: same-store revenue growth of (1.25%) to (0.25)%, and FFO, as adjusted, of $2.54 to $2.60 per share
Acquired the remaining 80% interest in the HVP IV joint venture for $452.8 million, including $44.4 million to repay debt; issued $450.0 million of 5.125% senior unsecured notes due 2035 on August 20
CubeSmart's operating partnership completed the sale of $450.0 million of 5.125% senior notes due 2035, with the company guaranteeing the notes. Net proceeds are approximately $440.2 million, which the partnership expects to use mainly to repay borrowings under its unsecured revolving credit facility and for general corporate purposes.
Notes: $450.0 million principal, 5.125% senior unsecured, due 2035, issued August 20, 2025
Estimated net proceeds of approximately $440.2 million after underwriters' discount and transaction expenses
Interest paid semi-annually on May 1 and November 1, first payment May 1, 2026
Covenants restrict additional debt and require unencumbered assets of at least 150% of unsecured debt
CubeSmart's operating partnership agreed to sell $450.0 million of 5.125% senior unsecured notes due 2035, with CubeSmart fully guaranteeing them. The offering is expected to close on August 20, 2025, and the partnership plans to use the net proceeds mainly to repay its unsecured revolving credit facility and for general corporate purposes.
Notes priced at 98.656% of principal with a 5.295% yield to maturity, per the August 11, 2025 press release
Underwriters include Wells Fargo Securities, BofA Securities and PNC Capital Markets as representatives
Closing expected August 20, 2025, subject to customary conditions; the offering was made under an existing S-3ASR shelf registration
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