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NSR - National Storage REIT

This company has me scratching my head, in their annual reports it states that it will record $48,993,000 in profit before tax, but then it states that they will only pay $260,000 in taxes for the year.... ?!?!?!

The only reasoning they provide is in note 8 where it says, 'NPST is not liable to pay income tax provided its taxable income and taxable realised gains are fully distributed to unit holders.'...

All I can say is, who does their tax returns and when can I meet them?
 

This is pretty standard for listed property trusts. Their legal entity has a trust within the structure (rather than just a company). The group is structured so that all the profit sits in the trust and the trust distributes the majority of that profit. This means the trust does not need to pay tax, and the tax liability is born by the unitholders who receive the distributions.

The ATO is no worse off. In a company situation, a dividend is paid from after tax profits along with a franking credit, so the ATO ends up getting tax at the marginal rate of the underlying shareholder. This is the same net outcome in the case of a trust.

Hope this helps.
 
Hello folks
Anyone following NSR? It was once recommended by Motley but not doing well and had a capital raise as well.
This thread was not updated for 5 years - does tell me how bad the stock could be ??
Thanks
 
Rightio this is number two stock of how I enter a trade. Higher highs higher lows, bounce off a support/resistance line and then I enter the trade at red star. I am not entering any trades at this time until I am more confident the market will allow this stock to rise. Very low volumes, showing serious caution in the market at the moment. I normally never draw projections on a chart, this time it is only to illustrate where this might travel and where I would potentially enter, but not at the angle I drew, the chart was a bit squashy. I should add, I do much more work on a trade than simply look at a chart if I am going to enter a trade. This is my starting point.

 
They've announced another SPP.
The price is at around a 3% discount to the current SP. If I take it up it will overweight my portfolio to them but I don't want to be diluted either.

With current interest rates, shouldn't they be looking more at debt rather than paying it down?
 
I looked at this after I read an article about what good businesses Storage Companies were in the US, I discovered no investible businesses in Australia though, the 2 big listed ones both turned out to fail to meet my criteria. Its a much tougher business in Australia.
 
Is anyone else currently in this? Here's hoping that the takeover rumblings come to fruition!
I bought at 1.73 for the unfranked distributions in case they became more sought after if Labor won, then I just held them as it's a stable business.
 
Timing?! A premium of 47% to NTA
takeover looms

The country’s largest self-storage operation, the National Storage REIT, appears likely to be taken over by US giant Public Storage, with shares in the target trust jumping to close to the bid price of its $1.9bn proposal.
 
Now up to $2.41
 
Good example of why not to take things off a watch list! I should have jumped in last month when it was in the low $1 range. I took this off my list a year or two ago when it was averaging $1.70. A good price, but not great price. The reason to buy now is for another takeover offer.

NSR managed to pickup so many takeover offers from the USA in such a short span of time - only to see all of them drop off the radar so rapidly. I do believe that a certain % of takeover offers are there to elevate a share price to allow a related party to exit with a win. I find it odd that no one else was willing the keep going.
 
Interesting perspective. I hold rival ASK but as MM reminds, ASK is unfortunately getting takeover interest so maybe I should 'rotate' into NSR. Appealing notion that NSR has a quasi 'land bank' on top if its storage facilities that could be built on for apartments?

Not Held
Maybe I should wait for the inevitable general crash to buy.

National Storage (NSR) $2.47
Shawn was in Melbourne on the weekend, staying near Southbank to be precise and something caught his attention setting off a simple but interesting chain of thought.

We have been long NSR for yield and the underlying premise that the housing crisis would be solved by higher density living leading to increased demand for storage.
However, on top of an NSR classic facility were two stories of nice-looking apartments, posing the question, could this be the start of a trend for NSR as planning permission becomes easier to obtain for housing? An apartment certainly has more initial value than a simple lock-up; in other words, an NSR land bank could have much higher value. Ownership is the core of the NSR model, although we note there is a meaningful minority of leasehold centres to support network coverage. The numbers talk for themselves:

In Southbank: A living space (~$55 AUD/m²/month) delivers a far higher yield than self-storage space (~20–25 AUD/m²/month).
We can see NSR adding some cream to its business model moving forward. In the correct areas, selling the apartments could cover a nice chunk of the set-up costs. NSR is currently trading on the cheap side, which we believe will change over time, supported by its ~4.5% yield.
MM is long and bullish NSR
 
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