Storage Supply Is About to Fall Off a Cliff, and Institutions Know It
New deliveries head for a decade low just as big capital moves in.
CRE 360 Signal Editorial Desk·Jul 16, 2026
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Self-Storage
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Self-Storage Signals
Public Storage Crosses the Border on a $1.2B Bet
The largest US storage REIT exports its platform into Canada for the first time at scale.
CRE 360 Signal Editorial Desk·Jul 4, 2026
Self-Storage's Real Engine Isn't Occupancy — It's the 69% Rent Gap
With street rates compressed, operators are running revenue off the spread between new and existing customers.
CRE 360 Signal Editorial Desk·Jul 1, 2026
The Real Storage Consolidation Is Happening Below the Headlines
While one mega-merger dominates the news, billions in private capital are quietly buying the long tail.
CRE 360 Signal Editorial Desk·Jun 29, 2026
Self-Storage Stops Building — and That's the Bull Case
2026 deliveries fall again as new supply drops to nearly half its long-run average, handing pricing power to incumbents.
CRE 360 Signal Editorial Desk·Jun 23, 2026
StorageMart Buys Carlyle's Manhattan Storage Book for ~$1B
Fifteen irreplaceable NYC locations trade at scarcity pricing — even as Sun Belt storage rents slide.
CRE 360 Signal Editorial Desk·Jun 2, 2026