CubeSmart Investor Presentation Deck slide image

CubeSmart Investor Presentation Deck

High Quality Portfolio | Attractive Demand Profile | Positive Supply Trends | Premier NYC Operator Lowest Supplied Self-Storage Markets. NYC remains the lowest-supplied major market across the country 10.0 9.0 8.0 7.0 6.0 5.0 4.0 3.0 2.0 1.0 0.0 2.4 Queens 2.5 Brooklyn 2.4 Queens 3.2 Bronx Market Square Feet Per Capita NYC Boroughs vs. Top 12 MSAS 4.1 Boston 1. Source: 2023 Self-Storage Almanac & CUBE internal market research 4.3 Philadelphia 4.5 Washington, DC 4.7 4.8 4.7 Chicago Los Angeles 1 11 6.2 San Francisco Miami 6.9 Phoenix 7.2 Atlanta 8.8 Houston 9.1 Dallas Low Supply Supply per capita across the three core outer boroughs is less than half the national average Recent Deliveries New development has increased supply per capita over the last five years by 28%, but overall supply levels remain very low and the supply-demand dynamic is still very attractive Future Outlook Legislative changes over the last seven years, primarily the restrictions on self- storage development in IBZ industrial zones and the exclusion from eligibility for ICAP tax abatements, have meaningfully increased the barriers to entry 18
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