SmartStop Asset Management, LLC

SmartStop Asset Management (“SAM”) is a diversified real estate company focused on student housing and senior housing. SAM and its affiliates have a managed portfolio that includes approximately $2.1 billion of assets. Since 2007, SAM and its affiliates have transacted approximately $6.0 billion in real estate deals. SAM’s managed portfolio includes five student housing communities with approximately 2,800 beds and 1.1 million square feet of space, as well as four senior housing communities with approximately 680 beds and 516,000 rentable square feet of space. SAM is the sponsor of Strategic Student & Senior Housing Trust, Inc., a public non-traded REIT focused on student and senior housing assets. SAM is also a national sponsor of Section 1031 exchange offerings using the Delaware statutory trust structure.

SAM has a track record of full-cycle REIT liquidity events, including the all-cash merger of SmartStop Self Storage, Inc. (f/k/a Strategic Storage Trust, Inc.) with Extra Space Storage in October 2015 for $13.75 per share and the all cash merger of Strategic Storage Growth Trust, Inc. with Strategic Storage Trust II, Inc. in January 2019 for $12.00 per share. In June 2019, SAM entered into a series of transactions with SmartStop Self Storage REIT, Inc. (“SmartStop REIT”) (f/k/a Strategic Storage Trust II, Inc.) in which SmartStop REIT acquired the self storage advisory, asset management, property management and tenant insurance joint venture interests of SAM. As a result of the transactions, SAM and its subsidiaries own limited partnership units in the operating partnership of SmartStop REIT. SmartStop REIT is now a self-administered self storage REIT that, through its wholly owned subsidiary, SmartStop REIT Advisors, LLC, sponsors other self storage programs, including Strategic Storage Trust IV, Inc. and self storage private programs.

About Investment Manager

Founded: 2004

Founder:

H. Michael Schwartz

Ownership

H. Michael Schwartz - 100%

Management Team:

H. Michael Schwartz:

Founder & CEO Self Storage, CEO & Chairman of the Board Student & Senior Housing

Joe Robinson:

Chief Operations Officer, Self Storage

Wayne Johnson:

President & CIO, Self Storage

James Barry:

CFO & Treasurer, Self Storage

Mike Terjung:

Chief Accounting Officer, Self Storage

Nicholas Look:

General Counsel & Secretary, Self Storage

Gerald Valle:

Sr. Vice President, Operations, Self Storage

John Strockis:

President & CIO, Student & Senior Housing

Matt Lopez:

CFO, Student & Senior Housing Trust

James Berg:

Secretary, Student & Senior Housing

Contact Information

SmartStop Asset Management, LLC
Main Office
10 Terrace Road
Ladera Ranch, CA 92694

Phone
949-429-6600

Fax
949-429-6606

Email
info@strategicreit.com

Snapshot

AUM*
$2.0 Billion – SmartStop Asset Management, LLC
$1.6 Billion – SmartStop Self Storage REIT, Inc.

Total Equity Raised**
$1.8 Billion

Number of Liquidity Events***
2

* Total assets for all active alternative investments reported by sponsor.
** During offering periods, including DRIP proceeds, for all offerings reported by sponsor.
*** As defined by Blue Vault where total liquidity has been achieved for common stock.