The self storage sector appears to have reached an inflection point. Recent data indicates that fundamentals are beginning to improve, but the recovery is far from uniform. Varying market conditions, driven by local supply pipelines, shifting demand patterns and capital market dynamics, are driving a wide range of outcomes across regions.

In this session, we’ll explore what current performance metrics reveal about the industry’s current state and direction. You’ll gain a deeper understanding of how to use data more strategically – whether evaluating new investments, underwriting deals, setting budgets or managing operations. We’ll show how to determine which data points matter most, interpret them in today’s market context, and apply that insight at the portfolio and store levels to remain competitive in an evolving landscape.

Join industry experts Jeff Adler and Tyson Huebner as they explore:

  • What current and historical data tell us about the recovery of the self storage sector at the national and local levels and how to spot turning points in performance.
  • How development pipelines, absorption trends and customer behavior are shaping fundamentals – and why these drivers have vastly different impacts across metros.
  • Which key performance indicators (KPIs) you should be tracking and how rent trends, occupancy rates, new supply data and capital market activity influence underwriting, budgeting and long-term planning.
  • A look at the markets and regions with the strongest near-term upside – and those facing headwinds – based on a combination of demand signals, supply risk and macroeconomic factors.
  • How to leverage industry data to prepare for what’s ahead and shape high-level investment strategy along with day-to-day operational decisions.

Q3 2025 Self Storage Supply Forecast Notes