Public Storage is terrified
Hey [FIRSTNAME],Public Storage, CubeSmart, and National Storage Affiliates just held their Q3 earnings calls.And buried in the corporate speak was a confession that should scare every storage operator in the… Read More
Hey [FIRSTNAME],Public Storage, CubeSmart, and National Storage Affiliates just held their Q3 earnings calls.And buried in the corporate speak was a confession that should scare every storage operator in the… Read More
Fresh CMBS data just dropped: Commercial real estate is getting crushed right now.The evidence is in skyrocketing non-payment rates for commercial mortgages.To put it another way: These businesses aren’t making money… Read More
McDonald's just reported traffic for lower-income customers is "down double digits."Meanwhile, Delta Air Lines announced their premium cabin revenue will overtake coach next year.Welcome to the “K-shaped economy,” where… Read More
There are 10,000+ storage owners out there who are about to get buried by a tidal wave…And most have no idea what’s coming.I just analyzed the loan maturity schedules from 2021-2022 (when everyone was buying like… Read More
There are some properties that sold for $5 million just three years ago that are now sitting on the market at $3.5 million…And getting zero offers. On top of that, plenty of sellers are sitting around waiting for those… Read More
Half the rental applications in some Atlanta luxury buildings are completely fraudulent.Scammers are using fake pay stubs, stolen identities…And even TikTok tutorials teaching people how to scam their way into… Read More
Miami storage rents haven't budged in 12 months, yet developers are rushing to build MORE facilities at the fastest pace in five years.This makes zero sense... until you follow the money. What these developers know… Read More
A former dentist just built a $92 million storage portfolio - and SBA loans were the secret weapon.Most investors think you need institutional capital or massive net worth to scale in storage. But Wayde Elliott proved… Read More
(Here's Why That Matters) Read More
Back in January, storage operator and coach AJ Osborne made a bold prediction: 2025 would be the year everything changes for storage investors.He went on record pointing out that the industry was experiencing a… Read More
Can you imagine suddenly getting hammered with an unexpected $487,000 bill?!Hey {{first_name}},Can you imagine suddenly getting hammered with an unexpected $487,000 bill?!Across the country, there is a time bomb… Read More
While most storage operators are watching rents decline, REITs just posted 1.2% year-over-year growth.Meanwhile non-REIT facilities are down 0.2% overall.That's a 1.4 percentage point gap that, on a $10 million… Read More
Blackstone just dropped $5.7 billion on... marinas.Not office buildings. Not apartments. Not retail centers.Boat slips.And while everyone's scratching their heads wondering why the world's largest private… Read More
Storage construction costs have exploded 85.8% above inflation since 2005. The numbers are staggering: New storage facilities were going up in 2005 for $36.30 per square foot, on average.To build the same facility today… Read More
Too many investors today are preparing for a war that ended 13 years ago.They're studying history books from the olden days of 2012,Hoping that another wave of killer deals lands in their lap,And that those deals… Read More
You can’t eat hopes and dreams (1) Too many investors today are preparing for a war that ended 13 years ago. They're studying history books from the olden days of 2012, Hoping that another wave of killer deals… Read More