National Storage Affiliates (NSA) - Hoya Hotseat
Hoya Capital
National Storage Affiliates (NSA) is the fourth-largest self-storage REIT ($4.8B market cap), owning and managing over 1,000 storage facilities across 42 states.
NSA's 70M square foot portfolio is focused primarily on secondary and tertiary markets, two-thirds of which are located in the Sunbelt region.
CEO David Cramer joins the Hoya Hotseat to discuss the company’s growth strategy, the advantages of its differentiated operating model, and the key long-term demand drivers and near-term market dynamics shaping the self-storage industry.