Analyzing Nexus Industrial REIT (OTCMKTS:EFRTF) & National Storage Affiliates Trust (NYSE:NSA)

Nexus Industrial REIT (OTCMKTS:EFRTF) and National Storage Affiliates Trust (NYSE:NSA) are both real estate companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, risk, profitability, dividends and valuation.

Insider & Institutional Ownership

100.0% of National Storage Affiliates Trust shares are owned by institutional investors. 13.0% of National Storage Affiliates Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Valuation and Earnings

This table compares Nexus Industrial REIT and National Storage Affiliates Trust’s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Nexus Industrial REIT	N/A	N/A	N/A	($0.20)	-27.25
National Storage Affiliates Trust	$858.06 million	3.51	$156.67 million	$1.50	25.09

National Storage Affiliates Trust has higher revenue and earnings than Nexus Industrial REIT. Nexus Industrial REIT is trading at a lower price-to-earnings ratio than National Storage Affiliates Trust, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of recent ratings for Nexus Industrial REIT and National Storage Affiliates Trust, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Nexus Industrial REIT	0	1	0	0	2.00
National Storage Affiliates Trust	5	5	1	0	1.64

Nexus Industrial REIT presently has a consensus target price of $10.13, indicating a potential upside of 85.78%. National Storage Affiliates Trust has a consensus target price of $36.60, indicating a potential downside of 2.76%. Given Nexus Industrial REIT’s stronger consensus rating and higher possible upside, analysts clearly believe Nexus Industrial REIT is more favorable than National Storage Affiliates Trust.

Profitability

This table compares Nexus Industrial REIT and National Storage Affiliates Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Nexus Industrial REIT	N/A	N/A	N/A
National Storage Affiliates Trust	18.26%	8.13%	2.56%

Summary

National Storage Affiliates Trust beats Nexus Industrial REIT on 9 of the 11 factors compared between the two stocks.

About Nexus Industrial REIT

Nexus is a growth-oriented real estate investment trust focused on increasing unitholder value through the acquisition of industrial properties located in primary and secondary markets in Canada, and the ownership and management of its portfolio of properties. The REIT currently owns a portfolio of 116 properties (including two properties held for development in which the REIT has an 80% interest) comprising approximately 12.4 million square feet of gross leasable area. The REIT has approximately 93,038,000 voting units issued and outstanding, including approximately 68,427,000 REIT Units and approximately 24,611,000 Class B LP Units of subsidiary limited partnerships of Nexus, which are convertible to REIT Units on a one-to-one basis.

About National Storage Affiliates Trust

National Storage Affiliates Trust is a real estate investment trust headquartered in Greenwood Village, Colorado, focused on the ownership, operation and acquisition of self storage properties predominantly located within the top 100 metropolitan statistical areas throughout the United States. As of December 31, 2023, the Company held ownership interests in and operated 1,050 self storage properties, located in 42 states and Puerto Rico with approximately 68.6 million rentable square feet, which excludes 39 self storage properties classified as held for sale to be sold to a third party. NSA is one of the largest owners and operators of self storage properties among public and private companies in the United States.