Analyzing Industrial Logistics Properties Trust (NASDAQ:ILPT) and National Storage REIT (OTCMKTS:NTSGF)

National Storage REIT (OTCMKTS:NTSGF) and Industrial Logistics Properties Trust (NASDAQ:ILPT) are both real estate companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, analyst recommendations, earnings, risk, valuation, profitability and institutional ownership.

Valuation & Earnings

This table compares National Storage REIT and Industrial Logistics Properties Trust”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
National Storage REIT	N/A	N/A	N/A	N/A	N/A
Industrial Logistics Properties Trust	$455.39 million	1.21	-$66.19 million	($0.72)	-11.43

National Storage REIT has higher earnings, but lower revenue than Industrial Logistics Properties Trust.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
National Storage REIT	N/A	N/A	N/A
Industrial Logistics Properties Trust	-10.37%	-5.34%	-0.91%

Analyst Recommendations

This is a summary of current recommendations for National Storage REIT and Industrial Logistics Properties Trust, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
National Storage REIT	0	0	0	0	0.00
Industrial Logistics Properties Trust	1	1	1	0	2.00

Industrial Logistics Properties Trust has a consensus price target of $11.50, suggesting a potential upside of 39.73%. Given Industrial Logistics Properties Trust’s stronger consensus rating and higher possible upside, analysts clearly believe Industrial Logistics Properties Trust is more favorable than National Storage REIT.

Insider & Institutional Ownership

49.1% of Industrial Logistics Properties Trust shares are owned by institutional investors. 2.3% of Industrial Logistics Properties Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Industrial Logistics Properties Trust beats National Storage REIT on 6 of the 9 factors compared between the two stocks.

About National Storage REIT

National Storage is the largest self-storage provider in Australia and New Zealand, with over 225 centres providing tailored storage solutions to over 90,000 residential and commercial customers. NSR is the first independent, internally managed and fully integrated owner and operator of self-storage centres to be listed on the Australian Securities Exchange (ASX).

About Industrial Logistics Properties Trust

Industrial Logistics Properties Trust (Nasdaq: ILPT) is a real estate investment trust, or REIT, focused on owning and leasing high quality distribution and logistics properties. As of December 31, 2023, ILPT's portfolio consisted of 411 properties containing approximately 60 million rentable square feet located in 39 states. Approximately 77% of ILPT's annualized rental revenues as of December 31, 2023 are derived from investment grade tenants, tenants that are subsidiaries of investment grade rated entities or Hawaii land leases. ILPT is managed by The RMR Group (Nasdaq: RMR), a leading U.S. alternative asset management company with over $41 billion in assets under management as of December 31, 2023 and more than 35 years of institutional experience in buying, selling, financing and operating commercial real estate. ILPT is headquartered in Newton, MA.