National Storage Affiliates Trust: In-Depth Credit Analysis and Risk Assessment

Instructions

This report presents a comprehensive credit evaluation of National Storage Affiliates Trust (NSA), applying Moody's established analytical framework. We delve into the company's financial performance, its operational robustness, and inherent risks to determine its creditworthiness. The assessment concludes with a Baa3 credit rating, reflecting a balanced view of the trust's positive attributes and areas of concern.

Unlocking Value: A Deep Dive into National Storage Affiliates Trust's Financial Resilience

Evaluating the Credit Profile of National Storage Affiliates Trust: An Overview

Our in-depth examination focuses on National Storage Affiliates Trust, analyzing its financial standing to assign a credit rating aligned with Moody's rigorous standards. This assessment will illuminate the company's fiscal strengths and any existing leverage-related considerations.

Robust Portfolio and Asset Security: NSA's Strategic Foundation

National Storage Affiliates Trust boasts a diverse portfolio comprising 1,069 properties spread across 37 states. A significant portion, 70%, of these assets remains unencumbered, providing substantial financial flexibility. Furthermore, the trust's market-adjusted asset coverage ratio stands at an impressive 271%, underscoring the solid backing for its obligations.

Addressing Leverage and Enhancing Credit Quality: The Financial Balancing Act

Despite its strong market presence and diversified asset base, NSA's credit quality faces constraints due to elevated leverage, indicated by a net debt-to-EBITDA ratio of 8.33. Additionally, the combined total of debt and preferred stock represents 61% of its total assets. These factors are crucial in understanding the current Baa3 credit rating.

Preferred Share Performance and Investor Yields: Opportunities in Fixed Income

Currently, NSA's preferred shares are trading below their par value, presenting an intriguing opportunity for investors. Specifically, NSA.PR.B offers a yield to worst approaching 7%, highlighting its potential attractiveness for those seeking fixed-income returns with a favorable risk-reward profile.

READ MORE

Recommend

All