CubeSmartCUBEDON'T BUYJan 12, 2026Stock price when the opinion was issued
As of Jun 04, 2026. Market Open.
He spoke to them recently. A big operator of self-storage in the U.S. Likes management and this industry. This sector boomed during Covid, but now there's decelerating revenue growth (still positive), but why? Because of seasonality or the weaker economy? Self-storage resists recessions. Trades at a discount to NAV.
Not enough growth. Stick with Prologis.