National Storage Affiliates Trust (NSA) reported its financial results for the third quarter and the nine months ended September 30, 2024, highlighting significant changes in revenue, profitability, and strategic developments compared to the previous fiscal period.

For the three months ended September 30, 2024, NSA generated total revenue of $193.6 million, a decrease of 11.6% from $219.1 million in the same period of 2023. Rental revenue specifically fell to $174.5 million, down from $201.8 million, primarily due to the sale of 32 self-storage properties and the contribution of 56 properties to a joint venture. Net income for the quarter was $29.8 million, compared to $43.1 million in the prior year, reflecting a decrease of $13.3 million. Net income attributable to common shareholders also declined to $13.6 million from $24.1 million, resulting in diluted earnings per share of $0.18, down from $0.26.

In contrast, for the nine months ended September 30, 2024, NSA reported net income of $157.1 million, an increase from $128.9 million in the same period of 2023. This growth was attributed to a net gain of $63.8 million from the sale of 40 self-storage properties and contributions to the 2024 Joint Venture. Net income attributable to common shareholders rose to $79.5 million from $73.7 million, with diluted earnings per share increasing to $1.03 from $0.77.

Strategically, NSA completed the internalization of its property management structure on July 1, 2024, acquiring management contracts and certain rights from former external managers for approximately $34.6 million in OP units and cash. This transition is expected to enhance operational efficiency and reduce management costs. Additionally, the company repurchased 7.4 million common shares for approximately $275.2 million during the nine months ended September 30, 2024, as part of its ongoing share repurchase program.

As of September 30, 2024, NSA's total assets were reported at $5.4 billion, down from $5.9 billion at the end of 2023, while total liabilities decreased to $3.6 billion from $3.8 billion. The company’s total equity also saw a decline, amounting to $1.8 billion compared to $2.1 billion at the end of the previous fiscal year.

Overall, NSA's performance reflects a complex interplay of strategic asset management, market conditions, and operational adjustments, with a focus on enhancing shareholder value through internalization and share repurchases.

About National Storage Affiliates Trust

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