Blue Door AM I Launches $28.4M Self-Storage Investment Program
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Should l Buy SMA?
Source: Newsfilter
- Investment Program Launch: Blue Door III aims to raise approximately $28.4 million in equity, enabling investors to access a historically resilient real estate asset class, which is expected to attract more accredited investors into the self-storage sector.
- Optimized Financing Structure: The program is currently financed with about $24.2 million of non-recourse debt, representing an estimated 46% loan-to-value (LTV) ratio, which reduces investment risk through a prudent financing structure while enhancing asset liquidity.
- Diversified Property Portfolio: Blue Door III will invest in three institutional-quality self-storage properties located in Orlando, Florida, Dallas, Texas, and Phoenix, Arizona, offering 550, 670, and 710 units respectively, thereby enhancing geographic distribution and revenue potential of the investment portfolio.
- Broad Market Outlook: With the self-storage industry continuing to grow, the launch of Blue Door III not only provides investors with tax deferral opportunities but also further strengthens SSGT III's strategic positioning in the self-storage market, enhancing its competitive edge.
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Analyst Views on SMA
Wall Street analysts forecast SMA stock price to rise
7 Analyst Rating
6 Buy
0 Hold
1 Sell
Moderate Buy
Current: 32.080
Low
35.00
Averages
39.57
High
41.00
Current: 32.080
Low
35.00
Averages
39.57
High
41.00
About SMA
SmartStop Self Storage REIT, Inc. is a self-managed REIT with a fully integrated operations team of more than 1000 self-storage professionals focused on growing the SmartStop Self Storage brand. The Company is focused on the acquisition, ownership and operation of self-storage properties located primarily within the top 100 metropolitan statistical areas (MSAs) throughout the United States and Canada. The Company's segments include self storage operations and the Managed REIT Platform business. The Company, through its indirect subsidiary, SmartStop REIT Advisors, LLC, also sponsors other self-storage programs. It owns or manages more than 460 operating properties in 35 states, Washington D.C., and Canada, comprising over 270,000 units and 35 million rentable square feet. The Company and its affiliates own or manage 49 operating self-storage properties across four provinces in Canada, which total approximately 42,200 units and 4.3 million rentable square feet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Positioning: SmartStop currently owns and manages over 460 operating properties in the U.S. and Canada, comprising approximately 270,000 units and over 35 million rentable square feet, demonstrating its strong market position in the self-storage industry.
- Future Development: By participating in such high-profile investment forums, SmartStop can attract potential investors and lay the groundwork for future capital operations and market expansion, further driving the company's long-term growth strategy.
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- Market Positioning: SmartStop currently owns and manages over 460 operating properties in the U.S. and Canada, comprising approximately 270,000 units and over 35 million rentable square feet, demonstrating its strong market position in the self-storage industry.
- Future Development: By participating in such high-profile investment forums, SmartStop can attract potential investors and lay the groundwork for future capital operations and market expansion, further driving the company's long-term growth strategy.
See More
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- Industry Impact: This forum provides SmartStop with an opportunity to showcase its self-storage brand and market strategies, further enhancing the company's visibility and influence within the self-storage sector, particularly in the U.S. and Canada.
- Investor Engagement: Schwartz's discussion will delve into the timing of the company's IPO and future plans, aiming to strengthen engagement with investors and promote understanding of the company's long-term growth potential.
- Market Positioning: SmartStop currently operates over 460 properties in the U.S. and Canada, offering approximately 270,000 units and more than 35 million rentable square feet, demonstrating its strong presence and expansion potential in the self-storage market.
See More
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- Bad Debt Risk: Although facing a high bad loans ratio of 8.8% that could impact future profitability, the robust revenue growth and earnings outlook still provide confidence to investors, indicating the company is actively addressing challenges.
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See More
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- Market Potential: The site is located about nine miles north of downtown Toronto, with an estimated 1 million residents living within a five-mile radius, highlighting the area's high population density and limited supply of self-storage facilities, creating significant barriers to entry for new competitors.
- Development Plans: The new facility will feature approximately 1,100 climate-controlled units, with construction set to begin in Q4 2026 and a planned soft opening in Q4 2027, designed to capture unmet demand and drive long-term growth.
- Strategic Partnership: The collaboration with SmartCentres on this project underscores SmartStop's commitment to disciplined growth in supply-constrained, top-tier urban markets while creating long-term value in a high-growth environment.
See More
