-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：CUBE公佈第一季營收為2.82億美元（年增3.3%，超出市場預期400萬美元），主要得益於收購。同店營收年增僅0.2%，而淨營業收入（NOI）下降了1.5%。每股FFO為0.63美元（年減1.6%），與市場預期一致，但不斷上漲的人員成本（+7.2%）、廣告支出（+54.4%）和房產稅對利潤率造成了壓力。我們仍認為，2026年下半年，因新創項目過多造成的入住率壓力將開始緩解，尤其是在表現不佳的陽光地帶市場。管理階層維持2026財年每股FFO 2.52美元至2.60美元的預期，以及同店營收成長-0.25%至+1.25%的預期。根據目前的趨勢，我們預期同店支出將加速成長，淨營業收入（NOI）將在2026年下半年轉為負值。如預期，入住率下降至89.3%（年減30個基點），但我們預期一旦新的供應壓力緩解，入住率將會改善。 CUBE持續積極回購股票，金額達3,300萬美元，並透過收購和第三方管理業務的成長持續擴張。
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