27/11/2025 09:47

The music’s on full blast at the M&A party – who could be next?

Wednesday saw the strong possibility that another ASX name will come off the boards after National Storage (NSR) received a $2.86 all-cash offer from Brookfield Asset Mgt. and Singapore’s GIC - a healthy 26.5% premium to its last trade.

Read more

09/10/2025 09:15

National Storage REIT (NSR) $2.36

As we mentioned earlier the real estate sector has come off the boil of late with NSR trading 7% below its 2025 high, nothing dramatic but noticeable. This storage company has been in and around M&A activity in recent times, which rarely hurts and combined with the trend towards higher density living, increasing the demand for storage, we like NSR, supported by its 4.8% unfranked dividend.

Read more

19/08/2025 09:09

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.

Read more

31/07/2025 09:36

National Storage REIT (NSR) $2.38

NSR closed up +2.2% on Wednesday, relishing in the CPI figure which should lead to rate cuts and a potential increase in net asset value (NAV) when the storage company reports in August.

Read more

12/06/2025 09:39

National Storage REIT (NSR) $2.43

NSR FY25 results will be released in August, and with higher occupancy levels and an increase in net asset value (NAV) due to lower capitalisation rates, a “beat” wouldn’t surprise MM.

Read more

09/05/2025 09:22

National Storage REIT (NSR) $2.38

NSR recently bought a “blocking” 5% stake in Abacus Storage King (ASK), making us ponder whether they want to avoid competition from massive US player Public Storage and/or if they're thinking, “If you're going to come, we want to make some easy money on the way.” So far, NSR has said they have no plans to make a competitive bid, which would dent NSR's share price at least in the short term.

Read more

29/04/2025 09:36

National Storage REIT (NSR) $2.24

NSR confirmed yesterday that it had purchased a 4.78% stake in $1.9bn rival Abacus Storage King (ABK). Still, it does not plan to make a rival bid for ABK, which is already under offer from a South African Billionaire via a consortium formed between Nathan Kirsh’s family office, Ki Corporation, and New York-listed giant, Public Storage.

Read more

09/04/2025 09:27

National Storage REIT (NSR) $2.17

NSR has three primary rivals, including  Abacus Storage King (ASK), which this week received a $1.9bn takeover bid from South African tycoon Nathan Kirsh (Ki Corporation) and US Public Storage (PSA US).

Read more

26/02/2025 17:50

National Storage (NSR) $2.20

NSR -2.22%: The storage provider announced solid results that were broadly in line with expectations, whilst reaffirming guidance for the full-year though the stock drifted lower due to softness in occupancy rates in the near-term. 

Read more

18/02/2025 09:33

National Storage REIT (NSR) $2.27

NSR has been struggling since late 2024, but last Friday's result from rival Abacus Storage (ASK) gives us cause for optimism, having pushed the stock up more than 6% in two trading sessions.

Read more