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 […]
March 1, 2026
Historically, following periods of rising interest rates, REITs have outperformed the S&P 500 over the subsequent 90-, 180-, and 365-day periods as shown in Figure 1 below. We discussed this phenomenon in great detail in our May 2024 REIT Outlook titled An Interesting Time to Invest in REITs. From its May 1st release through September […]
