The Great Wealth Exchange

The Great Wealth Exchange

Executive Summary The United States is entering the largest intergenerational wealth transfer in history. Roughly $84.4 trillion will move from older generations to heirs and charities between 2025 and 2045. Most of that wealth sits inside homes, not cash. When those...
Unlocking the Mispriced Middle in Self-Storage

Unlocking the Mispriced Middle in Self-Storage

Executive Summary A Clear Opportunity Hidden in Plain Sight The most compelling opportunity in self-storage today lies in the mid-market – properties too large for hands-off operation but too small to attract institutional optimization. These facilities routinely...
Self-Storage Market Lens | Q3 2025

Self-Storage Market Lens | Q3 2025

Sector Summary Across all major public operators, several themes emerged consistently. The sector remains fundamentally resilient, but the current environment requires precision, cost discipline, and a long-view approach to capital allocation.   Key Observations...