SmartStop Self Storage REIT, Inc.

NYSE:SMA Stock Report

Market Cap: US$1.9b

SmartStop Self Storage REIT Management

Management criteria checks 4/4

SmartStop Self Storage REIT's CEO is H. Schwartz, appointed in Jan 2013, has a tenure of 13.5 years. total yearly compensation is $4.85M, comprised of 12.9% salary and 87.1% bonuses, including company stock and options. directly owns 0.62% of the company’s shares, worth $11.50M. The average tenure of the management team and the board of directors is 7.1 years and 10.5 years respectively.

Key information

H. Schwartz

Chief executive officer

US$4.8m

Total compensation

CEO salary percentage12.89%
CEO tenure13.5yrs
CEO ownership0.6%
Management average tenure7.1yrs
Board average tenure10.5yrs

Recent management updates

Recent updates

Seeking Alpha Jul 09

SmartStop: Not The Biggest Storage REIT, But A Dividend Idea With Growth Tailwind

Summary SmartStop Self Storage gets its prior buy rating reaffirmed, with catalysts being portfolio growth, dividend safety, and favorable balance sheet risk. FFO trends show a nice recovery pattern since 2025, as occupancy remains above 90%. Morningstar rated this stock favorably in 2025. The risk of exposure to consumer spending economics has also been covered. Read the full article on Seeking Alpha
Narrative Update Jun 26

SMA: Dividend Stream And Updated Assumptions Will Shape Future Returns

Analysts have trimmed their price target for SmartStop Self Storage REIT to $36.10 from $39.18, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E. What’s in the News for SmartStop Self Storage REIT On May 29, 2026, SmartStop Self Storage REIT’s board declared a monthly dividend of $0.13150685 per share for June 2026, with a targeted annualized dividend of $1.60 per share, a record date on the last business day of June 2026, and payment on July 15, 2026.
Seeking Alpha Apr 23

Newly Listed SmartStop Self Storage Worth A Look, But Maybe Hold Off Buying

Summary The stock went public on the NYSE earlier in April, seeing an immediate jump, and then leveled off. The current dividend is $1.60 annualized, paid monthly during a 6-month lockup, potentially shifting to quarterly. Anticipated quarterly dividend is $.40, yielding 4.85%, which is decent but not outstanding. Suitable for yield-focused investors; capital gains may be challenging due to IPO spike and lock-up period ending. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has H. Schwartz's remuneration changed compared to SmartStop Self Storage REIT's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$9m

Dec 31 2025US$5mUS$625k

-US$9m

Sep 30 2025n/an/a

-US$16m

Jun 30 2025n/an/a

-US$27m

Mar 31 2025n/an/a

-US$23m

Dec 31 2024US$5mUS$625k

-US$19m

Sep 30 2024n/an/a

-US$16m

Jun 30 2024n/an/a

-US$11m

Mar 31 2024n/an/a

-US$6m

Dec 31 2023US$5mUS$625k

-US$3m

Sep 30 2023n/an/a

-US$3m

Jun 30 2023n/an/a

-US$4m

Mar 31 2023n/an/a

US$5m

Dec 31 2022US$4mUS$625k

US$6m

Sep 30 2022n/an/a

-US$2m

Jun 30 2022n/an/a

-US$3m

Mar 31 2022n/an/a

-US$16m

Dec 31 2021US$3mUS$625k

-US$30m

Sep 30 2021n/an/a

-US$25m

Jun 30 2021n/an/a

-US$29m

Mar 31 2021n/an/a

-US$33m

Dec 31 2020US$3mUS$625k

-US$54m

Sep 30 2020n/an/a

-US$55m

Jun 30 2020n/an/a

-US$57m

Mar 31 2020n/an/a

-US$51m

Dec 31 2019US$2mUS$323k

-US$25m

Compensation vs Market: H.'s total compensation ($USD4.85M) is about average for companies of similar size in the US market ($USD5.16M).

Compensation vs Earnings: H.'s compensation has been consistent with company performance over the past year.


CEO

H. Schwartz (57 yo)

13.5yrs
Tenure
US$4,846,847
Compensation

Mr. H. Michael Schwartz is Chairman, Chief Executive Officer and President at Strategic Storage Trust VI Inc and has been its Director since October 2020. Mr. Schwartz founded SmartStop Self Storage REIT,...


Leadership Team

NamePositionTenureCompensationOwnership
H. Schwartz
Founder13.5yrsUS$4.85m0.62%
$ 11.5m
James Barry
CFO & Treasurer7.1yrsUS$1.81m0.011%
$ 206.4k
Joseph Robinson
Chief Operations Officer6.8yrsUS$1.82m0.010%
$ 189.9k
Wayne Johnson
Chief Investment Officer & Director11.1yrsUS$1.73m0.032%
$ 595.0k
Michael Terjung
Chief Accounting Officer7.1yrsUS$1.51m0.029%
$ 546.5k
David Corak
Senior Vice President of Corporate Finance & Strategy1.5yrsno datano data
Nicholas Look
Compliance Officer7.1yrsno data0.0067%
$ 123.7k
Gerald Valle
Senior Vice President of Self Storage Operations7.1yrsUS$257.22kno data
7.1yrs
Average Tenure
51yo
Average Age

Experienced Management: SMA's management team is seasoned and experienced (7.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
H. Schwartz
Founder13.5yrsUS$4.85m0.62%
$ 11.5m
Wayne Johnson
Chief Investment Officer & Directorless than a yearUS$1.73m0.032%
$ 595.0k
Timothy Morris
Independent Director10.5yrsUS$474.09k0.061%
$ 1.1m
Harold Perry
Lead Independent Director10.5yrsUS$492.42k0.040%
$ 748.8k
David Mueller
Independent Director12.8yrsUS$477.58k0.022%
$ 411.4k
Lora Gotcheva
Independent Director1yrUS$142.26kno data
10.5yrs
Average Tenure
66.5yo
Average Age

Experienced Board: SMA's board of directors are seasoned and experienced ( 10.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/31 16:40
End of Day Share Price 2026/07/31 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SmartStop Self Storage REIT, Inc. is covered by 18 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John KimBMO Capital Markets Equity Research
Juan SanabriaBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research