SmartStop Self Storage REIT, Inc. — fact timeline

SmartStop Self Storage REIT, Inc. reported three months ended March 31, 2026 results: revenue approximately $64.8 million, net income approximately $9.6 million, EPS $0.17.

“and diluted) was $0.17. This represents an increase of approximately $0.52 when compared to the same period in 2025. • Total self storage-related revenues were approximately $64.8 million, an increase of approximately $5.6 million when compared to the same period in 2025. • FFO, as adjusted (attributable to common stockholders and Operating Partnership (“OP”) unit”

SmartStop Self Storage REIT, Inc. entered into Agreement with J.P. Morgan Securities, LLC, BMO Capital Markets Corp., Evercore Group L.L.C., Huntington Securities, Inc., KeyBanc Capital Markets Inc., M&T Securities, Inc., Raymond James & Associates, Inc., RBC Capital Markets, LLC, Robert W. Baird & Co. Incorporated, Scotia Capital (USA) Inc., Truist Securities valued at up to $300 million (effective 2026-03-19).

“On March 19, 2026, SmartStop Self Storage REIT, Inc., a Maryland corporation (the “Company”) and SmartStop OP, L.P., a Delaware limited partnership (“the “Operating Partnership” and, together with the Company, “SmartStop”), entered into a distribution agreement (the “Agreement”) with each of J.P. Morgan Securities, LLC, BMO Capital Markets Corp., Evercore Group L.L.C., Huntington Securities, Inc., KeyBanc Capital Markets Inc., M&T Securities, Inc., Raymond James & Associates, Inc., RBC Capital Markets, LLC, Robert W. Baird & Co. Incorporated, Scotia Capital (USA) Inc., Truist Securities, Inc., and Wells Fargo Securities, LLC, as sales agents (in such capacity, “Sales Agents”), the Forward Sellers (as defined below and together with the Sales Agents, the “Agents”) and the Forward Purchasers (as defined below). Pursuant to the Agreement, the Company may issue and sell, from time to time, shares of its common stock, par value $0.001 per share (the “Common Stock”) having an aggregate offer”

SmartStop Self Storage REIT, Inc. incurred revolving credit of $500 million with KeyBank, National Association, as administrative agent at 105 basis points over Daily Simple SOFR maturing February 18, 2030.

“(the “2024 Credit Facility”). The 2026 Credit Agreement provides for a senior unsecured revolving credit facility (the “Credit Facility”) in an aggregate principal amount of $500 million. The Borrower has the right to increase the amount available under the Credit Facility by an additional $1.1 billion, for a total potential maximum aggregate amount of $1.6”

SmartStop Self Storage REIT, Inc. entered into 2026 Credit Agreement with KeyBank, National Association, as administrative agent, and certain other lenders party thereto valued at $500 million (effective 2026-02-18).

“On February 18, 2026, SmartStop Self Storage REIT, Inc. (the “Company”), through its operating partnership (the “Borrower”), entered into a second amended and restated credit agreement with KeyBank, National Association, as administrative agent, certain others listed as joint book runners, joint lead arrangers, syndication agents and documentation agents, and certain other lenders party thereto (the “2026 Credit Agreement”).”

SmartStop Self Storage REIT, Inc. incurred senior notes of up to CAD$200 million with Computershare Trust Company of Canada at 3.888% maturing Due 2030.

“aggregate principal amount of up to CAD$200 million 3.888% Senior Unsecured Notes Due 2030 (the “2030 Notes”) of the Operating Partnership at a price of CAD$1,000 per CAD$1,000 principal amount of 2030 Notes”

SmartStop Self Storage REIT, Inc. incurred senior notes of up to CAD$500 million with Computershare Trust Company of Canada at 3.907% maturing 2028.

“On June 11, 2025, SmartStop Self Storage REIT, Inc. (the “Company”), as guarantor, and its operating partnership, SmartStop OP, L.P. (the “Operating Partnership”), as issuer, agreed to offer and sell, on a private placement basis in all of the provinces of Canada, an aggregate principal amount of up to CAD$500 million 3.907% Senior Unsecured Notes Due 2028”

SmartStop Self Storage REIT, Inc.: Reduced total authorized shares from 900,000,000 to 225,000,000, including corresponding reductions in common and preferred stock classes (effective 2025-06-12).

“On June 12, 2025, the Company, upon approval by the Company’s board of directors, filed Articles of Amendment (the “Amendment”) with the State Department of Assessments and Taxation of Maryland. The Amendment reduced the total number of authorized shares of stock of the Company from 900,000,000 to 225,000,000.”

SmartStop Self Storage REIT, Inc.: The Board adopted an amended Code of Ethics and Business Conduct effective April 1, 2025, containing general guidelines for executive officers, directors, and employees (effective 2025-04-01).

“In connection with the Listing, the Board adopted an amended Code of Ethics and Business Conduct, effective as of April 1, 2025, which contains general guidelines applicable to our executive officers, including our principal executive officer, principal financial officer and principal accounting officer, our directors and our employees.”

SmartStop Self Storage REIT, Inc.: Articles Supplementary filed on April 2, 2025 prohibit the Company from electing to be subject to Section 3-803 of the MGCL (MUTA), which would allow classification of the Board without stockholder approval, and such prohibition can only be repealed by stockholder vote (effective 2025-04-02).

“on April 2, 2025, the Company filed Articles Supplementary with the State Department of Assessments and Taxation of Maryland, which prohibit the Company from unilaterally electing to be subject to Section 3-803 of Title 3, Subtitle 8 of the Maryland General Corporation Law (the "MGCL"), commonly referred to as the Maryland Unsolicited Takeovers Act ("MUTA")”

SmartStop Self Storage REIT, Inc.: The Board adopted second amended and restated bylaws effective April 1, 2025, requiring a majority of votes cast to elect directors, granting stockholders concurrent power to amend bylaws, and adding updates consistent with Rule 14a-19 (effective 2025-04-01).

“In connection with the Offering, the Board adopted the second amended and restated bylaws (the "Second Amended and Restated Bylaws"), effective as of April 1, 2025, to, among other things, require a majority of all votes cast at a meeting of stockholders duly called and at which a quorum is present to elect a director and to grant the stockholders of the Company the concurrent power to amend the Second Amended and Restated Bylaws.”

SmartStop Self Storage REIT, Inc.: Effected one-for-four reverse stock split and par value decrease via charter amendments, and reclassified authorized shares via articles supplementary (effective 2025-03-20).

“the Company reclassified and designated 225,000,000 authorized but unissued shares of Class A Common Stock and 340,000,000 authorized but unissued shares of Class T Common Stock as authorized but unissued shares of common stock”

SmartStop Self Storage REIT, Inc. amended NPA Amendment (effective 2024-04-26).

“On April 26, 2024, SmartStop Self Storage REIT, Inc. (the “Company”) amended the Note Purchase Agreement dated April 19, 2022 (the “NPA Amendment”).”

SmartStop Self Storage REIT, Inc. incurred credit facility of $650 million with KeyBank, National Association at 175 basis points over Adjusted Daily Simple SOFR maturing February 22, 2027.

“The Credit Facility replaces the credit facility the Company entered into on March 17, 2021 (the “Prior Credit Facility”). The aggregate amount of the Credit Facility is $650 million. The Borrower has the right to increase the amount available under the Credit Facility by an additional $850 million, for a total potential maximum aggregate amount of $1.5”

SmartStop Self Storage REIT, Inc. entered into Credit Facility with KeyBank, National Association, as administrative agent and collateral agent, certain others listed as joint book runners, joint lead arrangers, syndication agents and documentation agents, and certain other lenders valued at $650 million (effective 2024-02-22).

“On February 22, 2024, SmartStop Self Storage REIT, Inc. (the “Company”), through its operating partnership (the “Borrower”), entered into an amended and restated revolving credit facility with KeyBank, National Association, as administrative agent and collateral agent, certain others listed as joint book runners, joint lead arrangers, syndication agents and documentation agents, and certain other lenders party thereto (the “Credit Facility”).”

SmartStop Self Storage REIT, Inc. entered into Sponsor Funding Agreement with Strategic Storage Trust VI, Inc. and Strategic Storage Operating Partnership VI, L.P. valued at SRA to fund upfront 3% sales commission, 3% dealer manager fee, estimated 1% organization and offeri (effective 2023-11-01).

“Item 1.01. Entry into a Material Definitive Agreement. Sponsor Funding Agreement On November 1, 2023, SmartStop REIT Advisors, LLC ("SRA"), an indirect subsidiary of SmartStop Self Storage REIT, Inc. (the "Company"), entered into a sponsor funding agreement (the "Sponsor Funding Agreement") with Strategic Storage Trust VI, Inc. ("SST VI") and Strategic Storage Operating Partnership VI, L.P. ("SST VI OP"), in connection with certain changes to the public offering of SST VI (the "SST VI Offering").”

SmartStop Self Storage REIT, Inc. shareholders approved Ratification of the Appointment of BDO USA, LLP at the 2023-06-21 meeting.

“The appointment of BDO USA, LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023 was ratified by the stockholders by the following vote:”

SmartStop Self Storage REIT, Inc. shareholders approved Election of Directors at the 2023-06-21 meeting.

“On June 21, 2023, SmartStop Self Storage REIT, Inc. (the “Company”) held its 2023 Annual Meeting of Stockholders (the “Annual Meeting”).”