SmartStop Self Storage REIT (SMA) Tax Rate (2021 - 2026)
SmartStop Self Storage REIT's Tax Rate came in at 5.71% for Q2 2026, up 36.17 percentage points from -30.46% a year earlier but down 0.84 percentage points from the prior quarter.
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Analysis
SmartStop Self Storage REIT (SMA) Tax Rate (2021 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, SmartStop Self Storage REIT reported Tax Rate of 9.67%, up 31.07 percentage points year-over-year; for FY2025, it was -237.92%, down 190.10 percentage points from FY2024.
- Tax Rate has declined in each of the last four years, with a five-year change of -248.11 percentage points (FY2020 to FY2025).
- Going back by year, Tax Rate was -47.82% in FY2024 (-18.39 pp), -29.43% in FY2023 (-27.15 pp), -2.28% in FY2022 (-13.01 pp) and 10.73% in FY2021 (+0.55 pp).
- The five-year range for quarterly Tax Rate is -240.26% (Q4 2023) to 241.18% (Q3 2025).
- Year-over-year, Tax Rate has increased for four consecutive quarters, with an average year-over-year change of +64.86 percentage points over the last eight quarters.
- The fastest year-over-year change in Tax Rate over five years came in Q3 2025 (a gain of 269.99 percentage points), and the weakest in Q4 2023 (a drop of 235.20 percentage points).
- Business Quant data shows SMA's Tax Rate at 6.54% (Q1 2026), 6.61% (Q4 2025) and 241.18% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 166.01 Bn | 148.52 Bn | 1.39 Bn | - |
| 2 | Prologis | 121.16 Bn | 125.55 Bn | - | 8.78% |
| 3 | Simon Property | 65.49 Bn | 66.75 Bn | - | - |
| 4 | Realty Income | 51.38 Bn | 53.76 Bn | - | 6.51% |
| 5 | Public Storage | 49.67 Bn | 48.75 Bn | - | 0.54% |
| 6 | Ventas | 43.61 Bn | 42.81 Bn | - | - |
| 7 | Extra Space Storage | 27.79 Bn | 27.79 Bn | 642.43 Mn | 4.45% |
| 8 | Vici Properties | 25.29 Bn | 23.41 Bn | 1.05 Bn | - |
| 9 | Vivmark Residential | 22.78 Bn | 22.97 Bn | - | 0.34% |
| 10 | SmartStop Self Storage REIT | 1.79 Bn | 1.69 Bn | 47.65 Mn | 5.71% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.71% |
| Mar 31, 2026 | 6.54% |
| Dec 31, 2025 | 6.61% |
| Sep 30, 2025 | 241.18% |
| Jun 30, 2024 | 90.60% |
| Mar 31, 2023 | 12.62% |
| Sep 30, 2022 | 8.92% |
| Mar 31, 2022 | 8.04% |
| Sep 30, 2021 | 14.61% |
API Access
SmartStop Self Storage REIT Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=SMA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "SMA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=SMA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();