SmartStop Self Storage REIT, Inc. SEC Filings

SmartStop Self Storage REIT, Inc. declared its regular monthly cash dividend for October 2025, targeting an annualized dividend of $1.60 per share. The dividend applies to all classes of common stock, with holders of Class A, Class T, and Unclassified common stock each entitled to receive $0.13589041 per share for the month of October.

The record date for this dividend is the close of business on October 31, 2025, and the payment date is November 14, 2025 for stockholders of record as of that date.

SmartStop Self Storage REIT, Inc. furnished an investor presentation as part of a current report. The company attached updated investor presentation materials as Exhibit 99.1, which may be used in discussions with investors from time to time.

The information provided under this investor presentation update is being furnished under a specific disclosure item and, consistent with securities regulations, is not treated as filed or subject to certain liability provisions. The materials are also not automatically incorporated into other company filings.

SmartStop Self Storage REIT, Inc. is expanding its platform by signing a contribution agreement to acquire Argus Professional Storage Management. The deal carries total upfront consideration of $21 million, made up of $8.5 million in cash and 328,343 operating partnership units. There is also potential earnout of up to $11 million based on revenues generated during fiscal year 2028, with 75% payable in cash and 25% in operating partnership units.

After combining with Argus, the company will own or manage over 460 self-storage properties across North America. The board of directors unanimously approved the transaction, which is expected to close in early October 2025, subject to customary closing conditions.

SmartStop Self Storage REIT, Inc., through its operating partnership, entered into a private placement in Canada for an aggregate principal amount of up to CAD$200 million of 3.888% senior unsecured notes due 2030. The 2030 Notes bear approximately 3.89% interest, are rated BBB (Stable) by Morningstar DBRS, and pay interest semiannually each September 24 and March 24, starting March 24, 2026. The notes rank pari passu with the company’s existing credit facility, US$150 million 4.53% senior notes due 2032, and CAD$500 million 3.907% senior unsecured notes due 2028, and are fully and unconditionally guaranteed by specified subsidiaries. The operating partnership intends to use the net proceeds to repay existing indebtedness, fund acquisitions, and for general corporate purposes. The notes were sold offshore under Regulation S and Canadian accredited investor exemptions and are subject to an indefinite hold period under Canadian securities laws.

SmartStop Self Storage REIT, Inc. furnished an update stating that it issued a press release on September 22, 2025 announcing the pricing of a Canadian Maple Bond offering. The press release is attached as Exhibit 99.1 and was prepared to comply with Securities Act Rule 135c. The company notes that this information, including Exhibit 99.1, is being furnished under Regulation FD and is not deemed filed for purposes of Section 18 of the Exchange Act or incorporated by reference into other filings.

SmartStop Self Storage REIT, Inc. reported updated operating metrics for its same store self-storage facilities as of August 31, 2025. Physical occupancy for these stabilized, comparable properties was 92.7%, slightly higher than 92.4% a year earlier. Monthly web rates were $1.04 compared with $1.03 on August 31, 2024, indicating a small increase in advertised pricing. Monthly move-in rates were $0.93 versus $0.97 a year before, showing new customers are paying a bit less on average at move-in. Monthly in-place rates, which reflect what existing tenants are paying, were $1.66 compared with $1.64 a year earlier, suggesting modest growth in realized rental rates from the existing customer base.

SmartStop Self Storage REIT, Inc. reported that its year-over-year same-store revenue for July 2025 increased by 2.9%. The company defines same-store revenue to include rental income, certain ancillary revenue, administrative fees, and late fees, and explicitly excludes tenant protection program revenue from the same-store pool comparison. This single-month performance is presented as a like-for-like operational metric comparing the Company’s same-store portfolio in July 2025 with the comparable month in 2024.

SmartStop Self Storage REIT, Inc. reported that its Board of Directors declared a monthly dividend for September 2025 that reflects a targeted annualized dividend of $1.60 per share.

The dividend will be paid at $0.13150685 per share on Class A common stock, Class T common stock, and Unclassified common stock. The record date is the close of business on September 30, 2025, and the payment date is October 15, 2025, meaning shareholders on record at the end of September will receive this cash dividend in mid-October.

SmartStop Self Storage REIT, Inc. reported that it sent a letter to its Class A and Class T stockholders from CEO, founder and chairman H. Michael Schwartz. The letter, dated August 22, 2025, is provided as an exhibit to this current report.

The company states that this stockholder letter and related information are being furnished under Regulation FD, meaning they are intended as broad public disclosure rather than as material filed information, and they are not incorporated by reference into other company filings.