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SmartStop Self Storage REIT Inc

For the period ended Dec 31, 2024. Filed Mar 12, 2025.

View on SEC.gov

About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2024 · Filed Mar 12, 2025

SMA$38.63-2.7%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Schedule III—Real Estate and Accumulated Depreciation

SCHEDULE III

REAL ESTATE AND ACCUMULATED DEPRECIATION

December 31, 2024

Initial Cost to Company · Gross Carrying Amount at December 31, 2024
Description · ST · Encumbrance(6) · Land · Building andImprovements · Total · Adjustments and Costs toLand, Building and Improvements Subsequentto Acquisition · Land · Building andImprovements · Total (1) · AccumulatedDepreciation · Date ofConstruction · DateAcquired
MorrisvilleNC(4)$—$531$1,891$2,422$207$531$2,098$2,629$819200411/3/2014
CaryNC(4)—1,0643,3014,3652641,0643,5664,6301,3271998/2005/200611/3/2014
RaleighNC(4)—1,1862,5403,7264131,1862,9544,1401,330199911/3/2014
Myrtle Beach ISC8,4911,4824,4765,9586161,4825,0936,5752,0231998/2005-200711/3/2014
Myrtle Beach IISC6,7361,6903,6545,3444221,6904,0775,7671,6491999/200611/3/2014
WhittierCA4,3232,7302,9175,6478692,7303,7866,5161,64619892/19/2015
La VerneCA2,9761,9502,0373,9873531,9502,3914,3411,11219861/23/2015
Santa AnaCA4,8824,8904,0078,8978394,8904,8469,7362,11619782/5/2015
UplandCA3,3942,9503,0175,9677142,9503,7326,6821,67319791/29/2015
La HabraCA3,4402,0602,3574,4176592,0603,0175,0771,23119812/5/2015
Monterey ParkCA2,4172,0202,2174,2374262,0202,6444,6641,02719872/5/2015
Huntington BeachCA6,5555,4604,85710,3175845,4605,44210,9022,26819862/5/2015
ChicoCA1,0934001,3371,7373934001,7312,13176919841/23/2015
LancasterCA1,5812001,5171,7175552002,0732,2731,01219801/29/2015
RiversideCA2,1853702,3272,6977953703,1233,4931,34219851/23/2015
FairfieldCA2,5807302,9473,6774327303,3804,1101,33719841/23/2015
LompocCA2,6501,0002,7473,7474021,0003,1504,1501,23819822/5/2015
Santa RosaCA6,8813,1506,7179,8678933,1507,61110,7613,1091979-19811/29/2015
VallejoCA(4)—9903,9474,9375689904,5165,5061,76819811/29/2015
Federal HeightsCO2,2321,1003,3474,4474281,1003,7764,8761,77719831/29/2015
AuroraCO4,5108105,9076,7171,0308106,9387,7482,87819842/5/2015
LittletonCO2,0461,6802,4574,1373951,6802,8524,5321,23519851/23/2015
BloomingdaleIL2,2328103,8574,6675528104,4105,2201,77119872/19/2015
CrestwoodIL1,5342502,0972,3474382502,5362,7861,11119871/23/2015
ForestvilleMD3,2541,9404,3476,2871,1811,9405,5297,4692,67619881/23/2015
Warren IMI1,8362302,9673,1977052303,6733,9031,53519965/8/2015
Sterling HeightsMI2,1622503,2873,5371,0032504,2914,5411,70519775/21/2015
TroyMI3,2082404,1774,4175232404,7014,9411,88619885/8/2015
Warren IIMI2,1152403,0673,3077722403,8404,0801,62619875/8/2015
BeverlyNJ1,3024001,6972,0974724002,1692,56983519885/28/2015
EverettWA2,5572,0102,9574,9678622,0103,8195,8291,52919862/5/2015
FoleyAL3,8821,8395,7177,5561,1941,8396,9128,7512,6741985/1996/20069/11/2015
TampaFL1,5347182,2572,9757337182,9923,7101,135198511/3/2015
Boynton BeachFL7,6711,98315,23317,2166181,98315,85217,8354,38920041/7/2016
Lancaster IICA2,2096703,7114,3814136704,1254,7951,47219911/11/2016
Milton(2)ONT7,8341,4537,9309,38385(3)1,4058,0649,4692,29420062/11/2016
Burlington I(2)ONT9,8173,29310,27913,572209(3)3,18410,59713,7813,00220112/11/2016
Oakville I(2)ONT11,8442,65513,07215,7273,765(3)2,56716,92719,4944,34120162/11/2016
Oakville II(2)ONT10,1282,9839,34612,329(408)(3)2,8059,11711,9222,71220042/29/2016
Burlington II(2)ONT6,4022,9445,1268,070(215)(3)2,7685,0877,8551,51320082/29/2016
XeniaOH(4)—2752,6652,9401852752,8503,1251,03120034/20/2016
SidneyOH(4)—2551,8062,0612432552,0502,3051,06420034/20/2016
TroyOH(4)—1512,5962,7473,0391515,6365,7871,16920034/20/2016
GreenvilleOH(4)—831,9091,9921,121833,0313,11478920034/20/2016
Initial Cost to Company · Gross Carrying Amount at December 31, 2024
Description · ST · Encumbrance(6) · Land · Building andImprovements · Total · Adjustments and Costs toLand, Building and Improvements Subsequentto Acquisition · Land · Building andImprovements · Total (1) · AccumulatedDepreciation · Date ofConstruction · DateAcquired
Washington Court HouseOH(4)—2551,8822,1372142552,0972,35277420034/20/2016
RichmondIN(4)—2232,9443,1673332233,2793,5021,21420034/20/2016
ConnersvilleIN(4)—1561,6521,8081581561,8111,96768220034/20/2016
Port St. Lucie IFL(4)—2,5906,3408,9303182,5906,6589,2482,09119994/29/2016
SacramentoCA(4)—1,2056,6177,8223859917,2178,2082,08120065/9/2016
OaklandCA(4)—5,7116,90212,6133995,7117,30213,0132,11819795/18/2016
ConcordCA(4)—19,09017,20336,2931,25819,09018,46237,5525,4481988/19985/18/2016
Pompano BeachFL8,2053,94816,65620,6043883,94817,04520,9934,45419796/1/2016
Lake WorthFL9,91012,10810,80422,912(292)12,10810,51322,6213,9141998/20036/1/2016
JupiterFL11,10416,03010,55726,58749116,03011,04927,0793,3421992/20126/1/2016
Royal Palm BeachFL9,31611,42513,27524,70039711,42513,67425,0994,6342001/20036/1/2016
Port St. Lucie IIFL6,8975,1318,41013,5414685,1318,87914,0102,87320026/1/2016
WellingtonFL(4)—10,23411,66321,89739310,23412,05722,2913,39320056/1/2016
DoralFL(4)—11,33611,48522,82145611,33611,94223,2783,44719986/1/2016
PlantationFL15,26712,98919,22532,21487712,98920,10333,0925,6582002/20126/1/2016
NaplesFL(4)—11,78912,77124,56045711,78913,22925,0183,66420026/1/2016
DelrayFL11,37917,09712,98430,08146417,09713,44930,5463,86120036/1/2016
BaltimoreMD(4)—3,89822,42826,3267683,89823,19727,0956,8331990/20146/1/2016
SonomaCA6,7953,4683,6807,1482343,4683,9157,3831,23219846/14/2016
Las Vegas INV11,1592,39111,11813,5093832,39111,50213,8933,03520027/28/2016
Las Vegas IINV11,2083,8409,91713,7573733,84010,29114,1312,97820009/23/2016
Las Vegas IIINV8,4742,5666,3398,9055092,5666,8499,4152,03219899/27/2016
Asheville INC(4)—3,62011,17414,7946043,62011,77815,3983,4701988/2005/201512/30/2016
Asheville IINC(4)—1,7653,1074,8722811,7653,3895,1541,066198412/30/2016
Hendersonville INC(4)—1,0823,4414,523(455)1,0822,9874,0691,088198212/30/2016
Asheville IIINC(4)—5,0974,6209,7173145,0974,93510,0321,6201991/200212/30/2016
ArdenNC(4)—1,79010,26612,0565961,79010,86312,6532,891197312/30/2016
Asheville IVNC(4)—4,5584,4559,0133214,5584,7779,3351,5871985/1986/200512/30/2016
Asheville VNC(4)—2,4157,82610,2414632,4158,29010,7052,4491978/2009/201412/30/2016
Asheville VINC(4)—1,3065,1216,4272961,3065,4196,7251,509200412/30/2016
Asheville VIII (5)NC(4)—1,7656,1637,928(6,163)1,765—1,765—1968/200212/30/2016
Hendersonville IINC(4)—2,5985,0377,6353572,5985,3967,9941,8811989/200312/30/2016
Asheville VIINC(4)—7822,1402,9221147822,2543,036711199912/30/2016
Sweeten Creek LandNC—348—348—348—348—N/A12/30/2016
Highland Center LandNC—50—50—50—50—N/A12/30/2016
Aurora IICO(4)—1,5858,1969,7811691,5858,3679,9522,62920121/11/2017
Dufferin(2)ONT17,1116,25916,28722,546322(3)6,16916,70022,8694,33220152/1/2017
Mavis(2)ONT13,1314,65714,49419,15171(3)4,59114,63219,2233,73520132/1/2017
Brewster(2)ONT9,6704,1369,52713,6637(3)4,0779,59513,6722,51920132/1/2017
Granite(2)ONT8,8583,1268,70111,82727(3)3,0828,77411,8562,1771998/20162/1/2017
Centennial(2)ONT7,5371,71511,42913,144(104)(3)1,69011,35013,0402,7372016/20172/1/2017
Ft. PierceFL8,7651,15312,39813,5515231,15312,92314,0762,42220081/24/2019
Russell Blvd, Las Vegas IINV(4)—3,43415,44918,8838743,51016,24919,7593,77219961/24/2019
Jones Blvd, Las Vegas INV(4)—1,97512,56514,5402711,97512,83714,8122,39919991/24/2019
Airport Rd, Colorado SpringsCO(4)—8707,8788,7483668708,2449,1141,66619831/24/2019
RiversideCA(4)—1,2606,9968,2565271,2607,5238,7831,59519801/24/2019
Initial Cost to Company · Gross Carrying Amount at December 31, 2024
Description · ST · Encumbrance(6) · Land · Building andImprovements · Total · Adjustments and Costs toLand, Building and Improvements Subsequentto Acquisition · Land · Building andImprovements · Total (1) · AccumulatedDepreciation · Date ofConstruction · DateAcquired
StocktonCA(4)—7847,7068,4902477847,9558,7391,63919841/24/2019
AzusaCA(4)—4,3859,15413,5392474,3859,40013,7851,83619861/24/2019
RomeovilleIL(4)—9655,7556,7203779656,1337,0981,35919861/24/2019
ElginIL(4)—1,1622,8954,0572011,1623,0964,25885819861/24/2019
San Antonio ITX(4)—1,6039,19610,7992211,6039,41711,0201,86519981/24/2019
KingwoodTX(4)—1,0169,35910,3753801,0169,73810,7541,99020011/24/2019
Aurora IIICO(4)—1,6785,9587,6361381,6786,0967,7741,59220151/24/2019
Stoney Creek I(2)ONT8,1442,3638,15410,517(638)(3)2,1957,6849,8791,555N/A1/24/2019
Torbarrie(2)ONT7,8362,7145,2637,9777,047(3)2,52112,50415,0252,27919801/24/2019
BaselineAZ(4)—1,30711,38512,6922441,30711,62912,9362,37520161/24/2019
3173 Sweeten Creek Rd, AshevilleNC(4)—1,0368,7659,8011,2351,0369,99911,0351,86419821/24/2019
Elk GroveIL(4)—2,3846,0008,3841,4962,3847,4969,8801,43720161/24/2019
Garden GroveCA(4)—8,07613,15221,2283198,07613,47221,5482,67320171/24/2019
Deaverview Rd, AshevilleNC(4)—1,4494,4125,8613301,4494,7426,1911,08019921/24/2019
Highland Center Blvd, AshevilleNC(4)—1,7644,8236,5873221,7645,1456,9091,13619941/24/2019
SarasotaFL(4)—1,0847,3608,4443421,0847,7028,7861,45620171/24/2019
Mount PleasantSC(4)—1,0555,6796,7341431,0555,8216,8761,10220161/24/2019
NantucketMA20,2075,85533,21139,0662385,85533,44839,3036,06020021/24/2019
Pembroke PinesFL(4)—3,14714,29617,4431613,14714,45717,6042,78420181/24/2019
RiverviewFL(4)—1,5937,1028,6953,3752,4069,66512,0711,81620181/24/2019
EastlakeCA(4)—2,12015,41817,5381792,12015,59717,7172,76920181/24/2019
McKinneyTX(4)—2,1779,32111,4982702,1029,66611,7681,83720161/24/2019
Hualapai Way, Las VegasNV(4)—7439,0199,7621137439,1329,8751,72820181/24/2019
GilbertAZ(4)—1,3809,02110,4013861,0389,74910,7871,75920197/11/2019
Industrial, Jensen BeachFL4,0098946,9697,863468947,0167,91088819793/17/2021
Emmett F Lowry Expy, Texas CityTX5,1129408,6439,5832479408,8909,8301,11420103/17/2021
Van Buren Blvd, Riverside IICA3,5102,3087,3939,7012822,3087,6769,98491919843/17/2021
Las Vegas Blvd, Las VegasNV5,41392311,03611,95912692311,16112,0841,26919963/17/2021
Goodlette Rd, NaplesFL(4)—2,46818,64721,1156312,46819,27821,7462,21520013/17/2021
Centennial Pkwy, LV IINV7,1181,39715,19416,591741,39715,26716,6641,79820063/17/2021
Texas Ave, College StationTX(4)—3,5305,5849,1142173,5305,8009,33080920043/17/2021
Meridian Ave, PuyallupWA6,6165,7489,88415,6322545,74810,13815,8861,41719903/17/2021
Westheimer Pkwy, KatyTX(4)—1,2136,4247,637401,2136,4647,67777320033/17/2021
FM 1488, The Woodlands IITX(4)—1,9468,90610,8521131,9469,01910,9651,13620073/17/2021
Hwy 290, CypressTX(4)—2,8325,2608,0921332,8325,3938,22573220023/17/2021
Lake Houston Pkwy, HumbleTX(4)—2,4766,5399,0151112,4766,6519,12796620043/17/2021
Gosling Rd, The WoodlandsTX(4)—1,2497,3148,5631131,2497,4278,67693120023/17/2021
Queenston Blvd, HoustonTX(4)—7785,2426,0203347785,5776,35572320073/17/2021
Jim Johnson Rd, Plant CityFL8,7221,17720,04621,2232081,17720,25421,4312,86920043/17/2021
Frelinghuysen Ave, NewarkNJ(4)—10,70124,75535,4562,00010,70126,75437,4553,37019313/17/2021
Redmond Fall City Rd, RedmondWA(4)—3,8757,06110,9361113,8757,17211,04796619973/17/2021
Initial Cost to Company · Gross Carrying Amount at December 31, 2024
Description · ST · Encumbrance(6) · Land · Building andImprovements · Total · Adjustments and Costs toLand, Building and Improvements Subsequentto Acquisition · Land · Building andImprovements · Total (1) · AccumulatedDepreciation · Date ofConstruction · DateAcquired
Greenway Rd, SurpriseAZ(4)—1,3407,5888,928931,3407,6819,02194920193/17/2021
Marshall Farms Rd, OcoeeFL(4)—1,25310,93112,1842911,25211,22312,4751,28420193/17/2021
Ardrey Kell Rd, CharlotteNC(4)—1,31615,14016,456—1,31515,14016,4551,73820183/17/2021
University City Blvd, Charlotte IINC(4)—1,13511,30212,437371,13411,33812,4721,33320173/17/2021
Hydraulic Rd, CharlottesvilleVA(4)—1,84616,26818,1142151,84616,48418,3301,85620173/17/2021
Metcalf St, EscondidoCA(4)—1,01918,01919,0381931,01918,21319,2322,02220193/17/2021
Tamiami Trail, Punta GordaFL(4)—2,03515,76517,8002642,03516,02918,0641,88319923/17/2021
Iroquois Shore Rd, Oakville (2)ONT9,6411,42318,63820,061(2,508)(3)1,23916,31417,5531,77420204/16/2021
Van Buren Blvd, Riverside IIICA(4)—3,7056,51210,2172623,7056,77410,47995719965/27/2021
Alameda Pkwy, LakewoodCO(4)—2,13414,75116,8855242,13415,27517,4091,574199810/19/2021
Algonquin Rd, AlgonquinIL(4)—71717,43918,15669371718,13218,8491,73419872/8/2022
Pell Circle, SacramentoCA(4)—1,79722,82924,6263261,79723,15524,9522,05319815/10/2022
St Johns Commons Rd, St JohnsFL(4)—1,09914,43215,5311781,09914,61115,7101,16320175/17/2022
Mills Station Rd, SacramentoCA(4)—2,68613,07515,761572,68613,13215,8181,15819796/1/2022
Capitol Dr, MilwaukeeWI(4)—5439,1339,6761935439,3269,86976719416/1/2022
Happy Valley Rd, PhoenixAZ(4)—1,31116,90918,220211,31116,93018,2411,34220186/1/2022
West Rd, HoustonTX(4)—1,06611,78212,8482371,06612,02013,08699219966/1/2022
Bothell Everett, Mill CreekWA(4)—4,81428,67533,4893814,81429,05633,8702,66320036/1/2022
NE 12th Ave, HomesteadFL(4)—1,60732,91034,517621,60732,97134,5782,52520196/1/2022
Durango Dr, Las VegasNV(4)—2,67526,98529,660162,67527,00129,6762,09220196/1/2022
State Rd 54, LutzFL(4)—1,89723,29025,1871281,89723,41825,3151,88320206/1/2022
34th St N, St. PetersburgFL(4)—2,35526,03128,3861772,35526,20828,5631,99320196/1/2022
93rd Ave SW, OlympiaWA(4)—2,15918,45920,6181062,15918,56420,7231,58220066/1/2022
Aurora IVCO(4)—1,22310,44511,6681801,22310,62611,84987420186/28/2022
Initial Cost to Company · Gross Carrying Amount at December 31, 2024
Description · ST · Encumbrance(6) · Land · Building andImprovements · Total · Adjustments and Costs toLand, Building and Improvements Subsequentto Acquisition · Land · Building andImprovements · Total (1) · AccumulatedDepreciation · Date ofConstruction · DateAcquired
Walnut Grove Ave, San GabrielCA(4)—9,44914,26523,714689,44914,33323,78253720237/13/2023
Colorado Springs II (Boychuk Ave)CO(4)—2,7957,0479,8422182,7957,26410,05921920024/11/2024
SpartanBurgSC(4)—1,61311,21712,830941,61311,31112,92416020207/16/2024
MiamiFL(4)—3,85526,55330,408—3,85526,55330,40820920239/24/2024
Nantucket IIMA10,6424,3304,9099,239—4,3304,9099,23917201611/20/2024
Aurora VCO17,7562,50911,55814,067—2,50911,55814,06721201912/11/2024
San JoseCA21,8453,49715,58019,07763,49715,58619,08316200012/19/2024
Washington, DCDC21,9573,36214,23617,598—3,36214,23617,59814201912/19/2024
Ladera RanchCA70,00030,93636,56167,497—30,93636,56167,49735200312/20/2024
Corporate OfficeCA3,7369755,5256,5007149756,2397,2141,01120181/24/2019
$557,543$481,712$1,544,803$2,026,515$64,598$480,539$1,610,657$2,091,196$305,132

(1) The aggregate cost of real estate for United States federal income tax purposes is approximately $2,109 million.

(2) This property is located in Ontario, Canada.

(3) The change in cost at these self storage facilities are the net of the impact of foreign exchange rate changes and any actual additions.

(4) The equity interest in these wholly-owned subsidiaries that directly own these unencumbered real estate assets comprise the borrowing base of the Credit Facility and the 2032 Private Placement Notes, and such equity interests were pledged as of December 31, 2024 for the benefit of the lenders thereunder. The outstanding principal balance of the Credit Facility and the 2032 Private Placement Notes was approximately $614.8 million and $150.0 million, respectively, as of December 31, 2024.

(5)Amounts for this property's building and improvements, and accumulated depreciation reflect the write down of the carrying value of approximately $6.5 million and $1.9 million, respectively, due to a casualty loss sustained at the property. Please see Note 3 – Real Estate of the Notes to the Consolidated Financial Statements for additional detail.

(6) Unless otherwise stated, such amount represents an allocation of the outstanding principal balance as of December 31, 2024 of the loan encumbering each property. Such property along with certain other properties serve as collateral for the respective loan on a joint and several basis. As such, the allocation amongst each property encumbering the loan was determined by allocating the loan balance, based upon the proportional historical appraised values, as applicable, as utilized by the lender at the inception of the loan.

Activity in real estate facilities during 2024, 2023, and 2022 was as follows:

202420232022
Real estate facilities
Balance at beginning of year$1,924,746$1,887,206$1,593,624
Facility acquisitions180,55923,697298,342
Casualty loss(6,541)
Impact of foreign exchange rate changes and other(16,374)4,342(12,984)
Improvements and additions8,8069,5018,224
Balance at end of year$2,091,196$1,924,746$1,887,206
Accumulated depreciation
Balance at beginning of year$(255,844)$(202,683)$(155,927)
Casualty loss1,913——
Depreciation expense(53,975)(52,620)(48,400)
Impact of foreign exchange rate changes and other2,774(541)1,644
Balance at end of year$(305,132)$(255,844)$(202,683)
Construction in process
Balance at beginning of year$5,977$4,491$1,799
Net additions and assets placed into service3,5261,4862,692
Balance at end of year$9,503$5,977$4,491
Real estate facilities, net$1,795,567$1,674,879$1,689,014

EXHIBIT INDEX

ExhibitNo.Description
2.1Agreement and Plan of Merger, dated November 10, 2020, by and among SmartStop Self Storage REIT, Inc., Strategic Storage Trust IV, Inc., and SST IV Merger Sub, LLC, incorporated by reference to Exhibit 2.1 to the Company’s Form 8-K, filed on November 12, 2020, Commission File No. 000-55617
2.2Agreement and Plan of Merger, dated February 24, 2022, by and among SmartStop Self Storage REIT, Inc., Strategic Storage Growth Trust II, Inc., and SSGT II Merger Sub, LLC, incorporated by reference to Exhibit 2.1 to the Company’s Form 8-K, filed on February 24, 2022, Commission File No. 000-55617
3.1Second Articles of Amendment and Restatement of SmartStop Self Storage REIT, Inc., incorporated by reference to Exhibit 3.1 to the Company’s Current Report on Form 8-K, filed on September 19, 2019, Commission File No. 000-55617
3.2Articles Supplementary for Series A Convertible Preferred Stock of SmartStop Self Storage REIT, Inc., incorporated by reference to Exhibit 3.1 to the Company’s Current Report on Form 8-K, filed on October 30, 2019, Commission File No. 000-55617
3.3Articles of Amendment to Second Articles of Amendment and Restatement of SmartStop Self Storage REIT, Inc., incorporated by reference to Exhibit 3.1 to the Company’s Current Report on Form 8-K, filed on June 23, 2021, Commission File No. 000-55617
3.4Articles of Merger Between SmartStop Self Storage REIT, Inc. and SSGT II Merger Sub, LLC, incorporated by reference to Exhibit 3.4 to the Company's Annual Report on Form 10-K, filed on March 18, 2024, Commission File No. 000-55617
3.5Amended and Restated Bylaws of SmartStop Self Storage REIT, Inc., incorporated by reference to Exhibit 3.2 to the Company’s Current Report on Form 8-K, filed on September 19, 2019, Commission File No. 000-55617
4.1Distribution Reinvestment Plan Enrollment Form (included as Appendix A to prospectus), incorporated by reference to the Company’s Registration Statement on Form S-3, filed on November 30, 2016, Commission File No. 333-214848
4.2Second Amended and Restated Distribution Reinvestment Plan (included as Appendix B to prospectus), incorporated by reference to the Company’s Registration Statement on Form S-3, filed on November 30, 2016, Commission File No. 333-214848
4.3Description of Securities, incorporated by reference to Exhibit 4.3 to the Company's Annual Report on Form 10-K, filed on March 18, 2024, Commission File No. 000-55617
4.4Note Purchase Agreement, dated April 19, 2022, incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on April 20, 2022, Commission File No. 000-55617
4.5Form of Note, incorporated by reference to Exhibit 10.2 to the Company’s Current Report on Form 8-K, filed on April 20, 2022, Commission File No. 000-55617
10.1+SmartStop Self Storage REIT, Inc. 2022 Long-Term Incentive Plan, incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on June 15, 2022, Commission File No. 000-55617
10.2+Form of Time-Based Restricted Stock Agreement (Executives), incorporated by reference to Exhibit 10.2 to the Company's Annual Report on Form 10-K, filed on March 3, 2023, Commission File No. 000-55617
10.3+Form of Performance-Based Restricted Stock Agreement (Executives), incorporated by reference to Exhibit 10.3 to the Company’s Annual Report on Form 10-K, filed on March 3, 2023, Commission File No. 000-55617
10.4+Form of Restricted Stock Agreement (Directors), incorporated by reference to Exhibit 10.4 to the Company’s Annual Report on Form 10-K, filed on March 3, 2023, Commission File No. 000-55617
10.5+Form of Time-Based LTIP Unit Agreement (Executives), incorporated by reference to Exhibit 10.5 to the Company’s Annual Report on Form 10-K, filed on March 3, 2023, Commission File No. 000-55617
10.6+Form of Performance-Based LTIP Unit Agreement (Executives) , incorporated by reference to Exhibit 10.6 to the Company’s Annual Report on Form 10-K, filed on March 3, 2023, Commission File No. 000-55617
10.7+Form of LTIP Unit Agreement (Directors), incorporated by reference to Exhibit 10.7 to the Company’s Annual Report on Form 10-K, filed on March 3, 2023, Commission File No. 000-55617
10.8Third Amended and Restated Limited Partnership Agreement, dated June 28, 2019, of Strategic Storage Operating Partnership II, L.P., incorporated by reference to Exhibit 10.2 to the Company’s Current Report on Form 8-K, filed on July 2, 2019, Commission File No. 000-55617
10.9Amendment No. 1 to Third Amended and Restated Limited Partnership Agreement of SmartStop OP, L.P., incorporated by reference to Exhibit 10.2 to the Company’s Current Report on Form 8-K, filed on October 30, 2019, Commission File No. 000-55617
10.10Amendment No. 2 to Third Amended and Restated Limited Partnership Agreement of SmartStop OP, L.P., incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on April 24, 2020, Commission File No. 000-55617
10.11Amendment No. 3 to Third Amended and Restated Limited Partnership Agreement of SmartStop OP, L.P., incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on March 25, 2021, Commission File No. 000-55617
10.12Amendment No. 4 to Third Amended and Restated Limited Partnership Agreement of SmartStop OP, L.P., incorporated by reference to Exhibit 10.32 to the Registrant’s Annual Report on Form 10-K, filed on March 23, 2022, Commission File No. 000-55617
10.13+SmartStop Self Storage REIT, Inc. Executive Severance and Change of Control Plan, incorporated by reference to Exhibit 10.10 to the Company’s Annual Report on Form 10-K, filed on March 26, 2021, Commission File No. 000-55617
10.14Amendment No. 1 to the Executive Severance and Change of Control Plan of SmartStop Self Storage REIT, Inc., incorporated by reference to Exhibit 10.7 to the Company’s Current Report on Form 8-K, filed on April 24, 2020, Commission File No. 000-55617
10.15Loan Agreement, incorporated by reference to Exhibit 10.1 to the Company’s Form 8-K, filed on August 3, 2016, Commission File No. 000-55617
10.16KeyBank Guaranty, incorporated by reference to Exhibit 10.2 to the Company’s Form 8-K filed on August 3, 2016, Commission File No. 000-55617
10.17Promissory Note A-1, incorporated by reference to Exhibit 10.3 to the Company’s Form 8-K filed on August 3, 2016, Commission File No. 000-55617
10.18Promissory Note A-2, incorporated by reference to Exhibit 10.4 to the Company’s Form 8-K filed on August 3, 2016, Commission File No. 000-55617
10.19CMBS Loan Agreement, dated January 24, 2019, incorporated by reference to Exhibit 10.9 to the Company’s Form 8-K, filed on January 30, 2019, Commission File No. 000-55617
10.20CMBS Promissory Note A-1, dated January 24, 2019, incorporated by reference to Exhibit 10.10 to the Company’s Form 8-K, filed on January 30, 2019, Commission File No. 000-55617
10.21CMBS Promissory Note A-2, dated January 24, 2019, incorporated by reference to Exhibit 10.11 to the Company’s Form 8-K, filed on January 30, 2019, Commission File No. 000-55617
10.22CMBS Promissory Note A-3, dated January 24, 2019, incorporated by reference to Exhibit 10.12 to the Company’s Form 8-K, filed on January 30, 2019, Commission File No. 000-55617
10.23CMBS Promissory Note A-4, dated January 24, 2019, incorporated by reference to Exhibit 10.13 to the Company’s Form 8-K, filed on January 30, 2019, Commission File No. 000-55617
10.24CMBS Guaranty Agreement, dated January 24, 2019, incorporated by reference to Exhibit 10.14 to the Company’s Form 8-K, filed on January 30, 2019, Commission File No. 000-55617
10.25Contribution Agreement, dated June 28, 2019, by and among Strategic Storage Operating Partnership II, L.P., the Company, SmartStop Asset Management, LLC and SmartStop OP Holdings, LLC, incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on July 2, 2019, Commission File No. 000-55617
10.26Registration Rights Agreement, dated June 28, 2019, by and among the Company, Strategic Storage Operating Partnership II, L.P., SmartStop OP Holdings, LLC, SS Growth Advisor, LLC, Strategic 1031, LLC, SS Toronto REIT Advisors, Inc., San Juan Capital, LLC, and JDW 1998 Trust, incorporated by reference to Exhibit 10.3 to the Company’s Current Report on Form 8-K, filed on July 2, 2019, Commission File No. 000-55617
10.27Form of Indemnification Agreement, incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on September 19, 2019, Commission File No. 000-55617
10.28Preferred Stock Purchase Agreement, dated as of October 29, 2019, by and between SmartStop Self Storage REIT, Inc. and Extra Space Storage LP, incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on October 30, 2019, Commission File No. 000-55617
10.29Investors’ Rights Agreement, dated as of October 29, 2019, by and between SmartStop Self Storage REIT, Inc. and Extra Space Storage LP, incorporated by reference to Exhibit 10.3 to the Company’s Current Report on Form 8-K, filed on October 30, 2019, Commission File No. 000-55617
10.300.Sponsor Funding Agreement, dated as of November 1, 2023, incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed on November 1, 2023, Commission File No. 000-55617
10.31Amendment No. 3 to the Second Amended and Restated Limited Partnership Agreement of Strategic Storage Operating Partnership VI, L.P., dated as of November 1, 2023, incorporated by reference to Exhibit 10.2 to the Registrant’s Current Report on Form 8-K, filed on November 1, 2023, Commission File No. 000-55617
10.32Amended and Restated Credit Agreement, dated February 22, 2024, among SmartStop OP, L.P., as borrower, KeyBank, National Association, as administrative agent, certain other financial institutions acting as joint book runners, joint lead arrangers, syndication agents and documentation agents, and certain lenders party thereto, incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on February 23, 2024, Commission File No. 000-55617
10.33Conformed Copy of Amended Note Purchase Agreement as amended by the First Amendment to Note Purchase Agreement dated April 19, 2022, incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on April 29, 2024, Commission File No. 000-55617
10.34Credit Agreement, dated November 19, 2024, incorporated by reference to Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed on November 25, 2024, Commission File No. 000-55617
10.35*Increase Agreement, by and among SmartStop OP, L.P. and KeyBank National Association, dated February 3, 2025
19*Insider Trading Policy
21.1*Subsidiaries of SmartStop Self Storage REIT, Inc.
23.1*Consent of Independent Registered Public Accounting Firm
31.1*Certification of Principal Executive Officer, pursuant to Section 302 of the Sarbanes-Oxley Act of 2002
31.2*Certification of Principal Financial Officer, pursuant to Section 302 of the Sarbanes-Oxley Act of 2002
32.1*Certification of Principal Executive Officer, pursuant to 18 U.S.C. Section 1350, as created by Section 906 of the Sarbanes-Oxley Act of 2002
32.2*Certification of Principal Financial Officer, pursuant to 18 U.S.C. Section 1350, as created by Section 906 of the Sarbanes-Oxley Act of 2002
99.1*Consent of Robert A. Stanger & Co., Inc.
101*The following SmartStop Self Storage REIT, Inc. financial information for the Year Ended December 31, 2024, formatted in Inline XBRL: (i) Consolidated Balance Sheets, (ii) Consolidated Statements of Operations, (iii) Consolidated Statements of Comprehensive Loss, (iv) Consolidated Statements of Equity and Temporary Equity, (v) Consolidated Statements of Cash Flows and (vi) the Notes to Consolidated Financial Statements
104*Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101)
  • Filed herewith.
  • Indicates a management contract or compensatory plan.
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