Since the last Chilton REIT Outlook covering the self-storage sector was released in August 2023, “Self-Storage REITs: A Cautious Outlook for a COVID Winner”, the sector has faced several headwinds.  Over the 29 months ending December 31, 2025, self-storage REITs generated a total return of +1%, trailing the MSCI U.S. REIT Index (Bloomberg: RMZ) by […]

We recently attended the annual REITWorld conference, where we conducted 33 meetings with REIT CEOs and CFOs.  We also attended two organized dinners, three property tours, and a run around the Las Vegas strip with a REIT management team to maximize our time in Las Vegas with REIT executives. – The key themes were: 1) […]