The 2026-27 Mega-Tsunami

Hey {{first_name}},

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 crazy), and what I found should terrify some current owners…

But it might also create the biggest buying opportunity in the last 2+ decades.

I’m talking about $8-12 billion in storage loans that owners literally cannot afford to refinance at today's rates.

That’s obviously bad news for investors with weak fundamentals…

But it’s also a huge opportunity for people who are positioned to get into the market NOW.

📊Quick Storage Industry Updates:

Rent Spread Widens: The spread between street rents and contract rents reached a record 48% (up from 11% in 2020), as industry leaders optimize pricing strategies with technology and dynamic rate management. More details in CapRight’s REIT update.

National Rent Trends Point Upward in Core Markets: Midwest regions including Chicago, Minneapolis, and Detroit are outperforming national averages, benefiting from stable home sales and limited new supply. These regions are new additions to Yardi Matrix’s new expanded market coverage. 

The Best Commercial Real Estate Education Courses of 2025: CRE Daily has compiled a list of real estate education programs that are tested and proven to give investors a leg up. Check it out here.

The situation looks dire for a lot of investors, but it’s NOT all doom-and-gloom, and it definitely doesn’t mean the end of self storage as a solid-gold investment opportunity.

Who's Getting Crushed:

  • Syndicators who promised investors 15% returns

  • Operators who bought multiple facilities with floating-rate debt

  • Anyone who used bridge loans expecting to refinance quickly

  • Developers who built on spec and can't lease up fast enough

The bottom line is that a lot of builders and buyers overreached during a period of INSANELY low interest…

And now that thing have normalized, the ones who didn’t plan ahead are paying the price.

So here’s how YOU can start getting yourself in position to make the most of it:

Step 1: Line up capital now. Private lenders, hard money, investor pools. When the opportunities land, cash talks.

Step 2: Focus on operators who over-bought. With multiple maturing mortgages, these fast-movers most likely overleveraged and can't bring cash to multiple refinances.

Step 3: Offer to buy at a great deal with quick closing.

Right now, thousands of storage owners are sitting on ticking time bombs, hoping rates magically drop to 3% before their loans mature.

It’s not gonna happen.

For buyers with the fundamentals in place, 2026-27 could be the chance of a lifetime.

Here’s to your success,

Cody