---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-24-049344"
form_type: "8-K"
ticker: "SMA"
cik: "0001585389"
company_name: "SmartStop Self Storage REIT, Inc."
filed_at: "2024-04-29T23:59:59+00:00"
generated_at: "2026-06-03T05:33:18.868008+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.15
calibrated_materiality_score: 0.15
confidence: "medium"
source: SEC EDGAR
---

# SmartStop Self Storage REIT amends Note Purchase Agreement to align with revolving credit facility

## Summary
- Amendment conforms financial test definitions and property pool covenants to those in the Feb 22, 2024 Credit Facility.
- No change to the $150M principal, 4.53% coupon, or April 2032 maturity of the senior notes.
- No new debt issuance, borrowing, or change in financial obligations.
- Amendment is procedural and does not alter the economic terms of the Notes.

## SEC filing metadata
- accession: 0000950170-24-049344
- form_type: 8-K
- ticker: SMA
- cik: 0001585389
- company_name: SmartStop Self Storage REIT, Inc.
- filed_at: 2024-04-29T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.15
- calibrated_materiality_score: 0.15
- confidence: medium
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1585389/000095017024049344/0000950170-24-049344-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1585389/000095017024049344/ck0001585389-20240426.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-24-049344
- JSON: https://secwatch.observer/filing/0000950170-24-049344.json
- Plain text: https://secwatch.observer/filing/0000950170-24-049344.txt

## Key facts
- Material Agreements
  SmartStop Self Storage REIT, Inc. amended NPA Amendment (effective 2024-04-26).
  - Action: amendment
  - Agreement: notes offering
  - Effective: 2024-04-26
  source text: On April 26, 2024, SmartStop Self Storage REIT, Inc. (the “Company”) amended the Note Purchase Agreement dated April 19, 2022 (the “NPA Amendment”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1585389/000095017024049344/0000950170-24-049344-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.