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CubeSmart 8-K Filings

CUBE NYSE

Every 8-K that CubeSmart (CUBE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow CUBE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CUBE filings page.

Rhea-AI Summary

CubeSmart reported second quarter 2026 results showing modest growth in profitability and active capital management. Net income attributable to common shareholders was $89.6 million for the quarter, up from $83.0 million a year earlier, with diluted EPS rising to $0.39 from $0.36. Total revenues increased to $286.5 million from $282.3 million. Funds from operations (FFO), as adjusted, declined to $143.1 million, or $0.63 per diluted share, compared with $148.9 million, or $0.65 per share, reflecting higher operating and interest costs.

Same-store performance was stable but pressured: same-store total revenues rose 0.8%, while operating expenses increased 4.4%, leading to a 0.7% decline in same-store NOI and a gross margin of 69.0%. Portfolio occupancy remained strong at 91.0% for the same-store pool and 90.7% for the consolidated portfolio. The company’s third-party management platform expanded to 872 stores totaling 57.5 million rentable square feet.

Strategically, CubeSmart agreed to contribute 15 stores valued at $197.0 million to a new joint venture with an affiliate of Heitman, retaining a 20% interest, with closing expected in the fourth quarter of 2026. It amended and restated its unsecured revolving credit facility, increasing capacity from $850 million to $1.0 billion and extending maturity to June 2030. The company repurchased 1.1 million shares for $42.5 million at an average price of $38.96 and paid a quarterly dividend of $0.53 per share. For full-year 2026, CubeSmart guides to EPS of $1.58–$1.64 and FFO, as adjusted, of $2.54–$2.60 per share, noting midpoint increases in same-store revenue, same-store NOI, and FFO guidance ranges.

Rhea-AI Summary

CubeSmart and its operating partnership entered into a Third Amended and Restated Credit Agreement that provides a $1 billion unsecured revolving credit facility maturing on June 24, 2030. This replaces their prior Second Amended and Restated Credit Facility, which had an $850 million unsecured revolver.

At current unsecured debt credit ratings and leverage levels, borrowings under the new revolver are priced at 0.775% over SOFR plus a 0.15% facility fee, with no SOFR floor. Initial advances under the new facility were used to repay all amounts outstanding under the prior facility. The agreement includes customary covenants, leverage and fixed charge coverage tests, and standard events of default, and both CubeSmart and CubeSmart, L.P. are jointly and severally obligated.

Rhea-AI Summary

CubeSmart and its operating partnership, CubeSmart, L.P., furnished an investor slide presentation as Exhibit 99.1 to an 8-K. The presentation, dated June 2026, may be used in meetings with investors from time to time.

The disclosure is provided under Item 2.02, Results of Operations and Financial Condition, and Item 7.01, Regulation FD Disclosure, and is expressly treated as furnished, not filed, meaning it is not subject to Section 18 liability and is not automatically incorporated into other securities law filings.

8-K
Rhea-AI Summary

CubeSmart reported the results of its 2026 annual meeting of shareholders held on May 19, 2026. Shareholders elected nine trustees, with votes for individual nominees ranging from 178,529,459 to 193,926,997 and broker non-votes of 11,666,842 for each nominee.

Shareholders also ratified KPMG LLP as the independent registered public accounting firm for the year ending December 31, 2026, with 197,066,835 votes for, 8,738,990 against, and 123,354 abstentions. In an advisory vote, shareholders approved executive compensation with 169,861,694 votes for, 22,260,863 against, 2,139,780 abstentions, and 11,666,842 broker non-votes.

Rhea-AI Summary

CubeSmart and its operating partnership CubeSmart, L.P. furnished an investor slide presentation as part of a current report. The presentation, dated May 2026 and filed as Exhibit 99.1, may be used in discussions with investors from time to time.

The information is provided under Items 2.02, 7.01 and 9.01 and is designated as “furnished,” not “filed,” meaning it is not subject to Section 18 liability and is not automatically incorporated into other Securities Act or Exchange Act filings unless specifically referenced.

Rhea-AI Summary

CubeSmart and CubeSmart, L.P. furnished an investor slide presentation as part of a current report. The presentation, dated May 2026 and attached as Exhibit 99.1, may be used in meetings with investors from time to time.

The information in the report, including the slides, is furnished under items covering results of operations, financial condition, and Regulation FD disclosure, but is explicitly not deemed filed or subject to Exchange Act Section 18 liabilities or automatic incorporation into other securities filings.

Rhea-AI Summary

CubeSmart reported mixed first-quarter 2026 results. Net income attributable to common shareholders was $82.9 million, down from $89.2 million a year earlier, and diluted EPS declined to $0.36 from $0.39. FFO, as adjusted, was $144.2 million, or $0.63 per diluted share, slightly below last year.

Same-store revenue rose 0.6%, but same-store NOI fell 1.5%, with occupancy at 89.3%. The company formed a joint venture with an affiliate of CBRE Investment Management, acquiring an Arizona store for $13.6 million, expanded its third-party management platform to 854 stores, and repurchased 0.9 million shares for $33.4 million. For 2026, CubeSmart guides to diluted EPS of $1.55–$1.63 and FFO, as adjusted, of $2.52–$2.60 per share.

Rhea-AI Summary

CubeSmart and its operating partnership filed a current report mainly to add legal support documents for a previously filed securities prospectus supplement dated March 2, 2026. The company is providing a law firm’s opinion that its common shares are legally issued and another opinion covering certain tax matters.

Both opinions, from Troutman Pepper Locke LLP, are attached as exhibits, along with related consents. This is an administrative step that helps backstop the company’s ability to offer its common shares under the prospectus supplement.

Rhea-AI Summary

CubeSmart and its operating partnership filed a current report describing that they are furnishing an investor slide presentation as Exhibit 99.1, dated March 2026. The material is provided under Items 2.02 (results of operations and financial condition) and 7.01 (Regulation FD disclosure) and is expressly treated as “furnished,” not “filed,” under securities laws.

Rhea-AI Summary

CubeSmart reported softer fourth-quarter and full-year 2025 results while outlining cautious 2026 guidance. Q4 net income attributable to common shareholders fell to $78.7 million from $101.9 million, with diluted EPS down to $0.34 from $0.45. Full-year 2025 net income declined to $333.8 million from $391.2 million, and FFO, as adjusted, per diluted share slipped to $2.58 from $2.63.

Same-store revenue in Q4 edged down 0.1% and same-store NOI decreased 1.1%, with period-end occupancy at 88.6%. The company remained active on capital allocation, acquiring properties including the remaining 80% of a 28-store venture for $452.8 million, repurchasing $31.9 million of shares, and raising its quarterly dividend 1.9% to $0.53. For 2026, CubeSmart guides to diluted EPS of $1.55–$1.63 and FFO, as adjusted, of $2.52–$2.60 per diluted share.

Rhea-AI Summary

CubeSmart and its operating partnership, CubeSmart, L.P., filed a Form 8-K to furnish an investor slide presentation. The presentation, dated January 2026 and attached as Exhibit 99.1, may be used in meetings with investors from time to time.

The information in this report, including the slide deck, is furnished under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). The company states that this information is being furnished, not filed, so it is not subject to certain Exchange Act liabilities and will only be incorporated into other filings if specifically referenced.

Rhea-AI Summary

CubeSmart furnished an 8-K announcing financial results for the three and nine months ended September 30, 2025. An earnings press release dated October 30, 2025 is included as Exhibit 99.1.

The information is furnished under Items 2.02 and 7.01 and shall not be deemed “filed” under the Exchange Act. The company includes forward-looking statement language. Exhibits are 99.1 and the Inline XBRL cover page data file (Exhibit 104).

Rhea-AI Summary

CubeSmart and its operating partnership have issued and sold $450.0 million of 5.125% senior notes due 2035. These notes are senior unsecured obligations of CubeSmart, L.P., fully and unconditionally guaranteed by CubeSmart for principal, any make-whole premium, and interest.

The company expects approximately $440.2 million in net proceeds after underwriters’ discounts and expenses, to be used mainly to repay borrowings under its unsecured revolving credit facility, as well as for working capital and other general corporate purposes, which may include repaying or repurchasing other outstanding debt.

The notes bear interest at 5.125% per year, payable in cash semi-annually on May 1 and November 1, starting May 1, 2026. They are redeemable before August 1, 2035 at a make-whole price based on a Treasury rate plus 20 basis points, and at 100% of principal plus interest on or after that par call date. The indenture includes covenants limiting additional indebtedness and secured debt and requiring unencumbered assets of at least 150% of unsecured debt.