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SmartStop Asset Management, LLC
SmartStop is a diversified real estate company focused on self storage, student housing and senior housing assets. The company has approximately $1.9 billion of real estate assets under management, including 130 self storage facilities located throughout the United States and Toronto, Canada, comprised of approximately 85,000 units and 9.7 million rentable square feet. SmartStop’s real estate portfolio also includes five student housing communities with approximately 2,800 beds and 1.1 million square feet of space, as well as four senior housing communities with approximately 650 beds and 500,000 rentable square feet of space. SmartStop is the sponsor of three public non-traded REITs: Strategic Storage Trust IV, Inc., and Strategic Storage Trust II, Inc., both focused on self storage assets, and Strategic Student & Senior Housing Trust, Inc. focused on student and senior housing assets. SmartStop is also a national sponsor of Section 1031 exchange offerings using a Delaware statutory trust structure and private placement offerings using a REIT structure.
Additional information regarding SmartStop is available at www.SAM.com and more information regarding SmartStop® Self Storage in the United States and Canada is available at www.smartstopselfstorage.com. SmartStop has a track record of full cycle REIT liquidity events, including the all cash merger of Strategic Storage Trust, Inc. with Extra Space Storage in October 2015 for $13.75 per share and the all cash merger of Strategic Storage Growth Trust, Inc. with Strategic Storage Trust II, Inc. in January 2019 for $12.00 per share.
About Investment Manager
Founded: 2015
Founder:
Ownership
Management Team:
Sponsored Offering(s):
(See tables below)
REITs
SmartStop Self Storage, Inc. (formerly Strategic Storage Trust)
Strategic Storage Growth Trust, Inc.
SmartStop Self Storage REIT (formerly Strategic Storage Trust II, Inc.)
Private Placements
See table below
Contact Information
SmartStop Asset Management, LLC
Main Office
10 Terrace Road
Ladera Ranch, CA 92694
Phone
949-429-6600
Fax
949-429-6606
Email
info@strategicreit.com
Snapshot
AUM*
$1.9 Billion
Total Equity Raised**
$1.8 Billion
Number of Liquidity Events***
2
* Total assets for all active alternative investments reported by sponsor.
** During offering periods, including DRIP proceeds, for all offerings reported by sponsor.
*** As defined by Blue Vault where total liquidity has been achieved for common stock.
Links
SmartStop Asset Management website
Strategic Storage Trust IV Acquires 350-Unit Self Storage Facility Near Seattle
SmartStop Self Storage REIT Proposes Charter Changes to Align with Publicly Listed Companies
July 1, 2019 Strategic Storage Trust II Increases NAV
Strategic Storage Growth Trust II Completes Acquisition
Storage Trust IV Announces Initial NAV
Strategic Storage Growth Trust II, Inc. Acquires 587-Unit Self Storage Facility in Phoenix
A Deeper Dive into Strategic Storage Growth Trust’s Full-Cycle Performance
Press Releases
Strategic Storage Growth Trust II, Inc. Acquires 587-Unit Self Storage Facility in Phoenix
Strategic Storage Trust II, Inc. Reports 2018 Fourth Quarter and Fiscal Year End Results
SmartStop Asset Management Reports Significant Increase in Investor Equity Raise to Begin 2019
Olympic Track Cyclist Hopeful Shane Kline Earns Three Victories at Six Day Melbourne in Australia
Strategic Storage Trust IV Acquires Self Storage Facility Near Tampa, Fla.
SmartStop Asset Management’s YOUnion Student Living Brand Debuts at Four Student Housing Communities
Nontraded REITs
5/1/18
5/1/20
Multifamily
Emerging
$4.2M
$276.9M
6
3/31/19
SRP/Tender
Strategic Storage Trust IV, Inc.
3/17/17
3/17/20
Self Storage
Growth
$155.3M
$204.5M
16
3/31/19
SRP/Tender
Strategic Storage Growth Trust, Inc.
1/20/15
3/31/17
Self Storage
Maturing
$271.7M
$238.7M
28
9/30/18
SRP/Tender
Strategic Storage Growth Trust, Inc. (“SSGT”) was merged into Strategic Storage Trust II, Inc. on January 24, 2019, with Strategic Storage Trust II being the surviving entity and shareholders in SSGT receiving $12.00 per common share. SSGT did not file a 10-K for 2018.
SmartStop Self Storage REIT
1/10/14
1/9/17
Self Storage
Maturing
$566.0M
$1,147.8M
112
3/31/19
SRP/Tender
SmartStop Self Storage, Inc.
3/17/08
9/22/13
Self Storage
Full-Cycle
$549.0M
$446.0M*
Not applicable
Not applicable
Full-Cycle (9/29/15)
To view more details about this offering, including the total return, please click here. (subscribers only)
*Average of total assets over the life of the REIT, excluding values after mergers with other nontraded REITs.
Private Placements
3
$177.8M
$202.3M
5/16/19
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DISCLAIMER: Blue Vault receives all private placement data directly from the sponsor of each offering and not from any filing. The data should not be relied upon to make investment decisions. Blue Vault cannot guarantee the accuracy of the private placement data.
