Storage Diligence
Insights
Articles and analysis on self-storage acquisitions and due diligence.
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The 10-Year Crossed 5%. Here Is What It Means for Storage Deals and Development
The 10-year Treasury crossed 5% in September, the Fed hiked for the first time since 2023, and storage loan quotes jumped half a point in three weeks. What the move means for cap rates, deals under contract, and the development pipeline through 2028.
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Storage as Micro-Warehouse
Business tenants now account for somewhere between one in six and one in four self-storage rentals, and they are the fastest-growing part of the customer base. A look at who they are, why the industrial market keeps sending them to storage, which operators are building for them, and what a facility has to change to…
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Absorption Math: How Long the Sunbelt’s Storage Hangover Will Last
Houston, Tampa, Phoenix and Cape Coral are still underwater while Minneapolis and Boston lead the recovery. History and the supply pipeline suggest timelines for the laggards, and they are not all the same.
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The Missing Mover: How Self Storage Learned to Live Without the Housing Market
Existing home sales have been stuck at 30-year lows for two full years, and barely one in 35 American homes now changes hands annually. Storage demand should be broken. It isn’t, and the reasons why will shape what happens when housing finally thaws.
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The Turn Arrives Quietly: Self-Storage REITs Call the Bottom in Q2 2026 Earnings
Public Storage, Extra Space and CubeSmart all raised guidance as Q2 2026 move-in rates turned positive for the first time since 2021. The themes that matter.
