CubeSmart: Waiting For A Better Entry Point (Rating Downgrade)
CubeSmart is rated 'Hold' as its current valuation closely matches intrinsic value amid macro uncertainty. CUBE offers a solid 5.3% dividend yield and maintains a normal balance sheet for a REIT but still faces headwinds from a potentially higher-for-longer interest rate environment and questionable near-term demand. Industry supply pressures are moderating, with management expecting gradual improvement in 2026, yet no near-term demand catalyst is evident.
CubeSmart (CUBE) Q1 2026 Earnings Call Transcript
CubeSmart (CUBE) Q1 2026 Earnings Call Transcript
CubeSmart (CUBE) Surpasses Q1 FFO and Revenue Estimates
CubeSmart (CUBE) came out with quarterly funds from operations (FFO) of $0.63 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to FFO of $0.64 per share a year ago.
CubeSmart Is A Strong Buy
Self-storage REITs may be a surprising long-term beneficiary of AI. CubeSmart appears better positioned than its larger peers on growth, yield, and valuation. The entire sector looks cheap, but CubeSmart stands out as the best bet.
CubeSmart $CUBE Shares Sold by Boston Trust Walden Corp
Boston Trust Walden Corp trimmed its position in shares of CubeSmart (NYSE: CUBE) by 13.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,003,184 shares of the real estate investment trust's stock after selling 160,791 shares during
The Big 3: CUBE, FLY, INTC
Aquiles Larrea, Jr. turns to three stocks that experienced recent downswings and following rebounds which he sees building in the coming weeks and months. He offers bullish cases for CubeSmart (CUBE), Firefly Aerospace (FLY), and Intel (INTC).
CubeSmart: A Historically High Yield, But Still A Hold
CubeSmart (CUBE) offers a 5.8% yield near historic highs, but growth prospects are limited for several years. With an 87% AFFO payout ratio and a manageable 4.8x Debt/EBITDA, CUBE's dividend is stable but leaves little room for increases. Valuation at 15x P/FFO and ~$36/share is fair, with minimal margin of safety and no compelling undervaluation.
Algert Global LLC Purchases 321,243 Shares of CubeSmart $CUBE
Algert Global LLC lifted its holdings in CubeSmart (NYSE: CUBE) by 182.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 497,036 shares of the real estate investment trust's stock after purchasing an additional 321,243 shares during the period. Algert Global LLC owned 0.22%
CubeSmart: Attractive Yield Again After The Recent Sell-Off
CubeSmart remains a Buy, offering a 5.55% yield and attractive valuation amid recent macro pressures and a weak Q4 report. CUBE's solid balance sheet, manageable debt maturities, and strong AFFO support resilience despite rising refinancing costs. Supply headwinds are easing, with only 19% of same stores facing new supply impact in 2026—the lowest since 2017.
What Makes REITs So Rewarding
REITs have struggled recently, but long term, they have outperformed. Returns are driven by cash flow and growth, as seen with Essential Properties Realty Trust. Today's low valuations may be the real opportunity.
CubeSmart (CUBE) Q4 2025 Earnings Call Transcript
CubeSmart (CUBE) Q4 2025 Earnings Call Transcript
CubeSmart (CUBE) Misses Q4 FFO Estimates
CubeSmart (CUBE) came out with quarterly funds from operations (FFO) of $0.64 per share, missing the Zacks Consensus Estimate of $0.66 per share. This compares to FFO of $0.68 per share a year ago.
