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 […]

REIT Outlook

March 1, 2026

Self-Storage REITs: Poised for an Inflection… But When? | March 2026

We recently attended the annual REITWeek conference, where we conducted 31 meetings with REIT CEOs and CFOs.  We also attended two organized dinners, one property tour, and even went for a run through Central Park with a REIT management team to maximize our time in New York City with REIT executives. – Similar to last […]

REIT Outlook

July 1, 2025

Equity REITs: Takeaways from REITWeek 2025 | July 2025

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