7 MIN READ
I Left Finance for Self Storage - Here’s Why I’m All In
- Self Storage Industry
6 MIN READ
May 16, 2025
Source: Public Storage, Extra Space Storage and CubeSmart Financial Disclosure, DXD Capital
Why It Matters
We may be entering a unique period in the storage cycle with pricing stabilizing, customer demand returning to baseline, and new supply slowing down. What’s unique here is high mortgage rates continue to constrain the transaction volume in the housing market, as home sales remain near historical lows.
The implication being that if home sales were to accelerate, that would be an additional tailwind for demand.
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Source: Federal Reserve Economic Data & DXD Capital
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Source: National Association of Realtors via Mortgage News Daily, DXD Capital
We believe that Q1 2025 will go down as the quarter where the momentum in the sector turned. With developers still mostly on the sidelines, we could not be more bullish on the prospect of building new sites.
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