A Note from the Founder 9.26.2025

Zachary Urow October 28, 2025

U.S. GDP Growth Revised Higher

  • A Commerce Department report showed the U.S. economy expanded at a 3.8% annualized pace in Q2, an upward revision from the earlier 3.3% estimate.
  • The study highlighted that consumer spending rose 2.5%, while imports fell at a 29.3% rate.
  • The report also noted weakness in investment, with residential investment down 5.1%, and business inventories subtracting more than 3.4% from overall growth.

Self–Storage Sales Strengthen with Higher Pricing

  • Nationwide self–storage sales reached $755M in Q2 2025, with about 9.2M square feet of facilities sold.
  • The average sale price was $123 per square foot, a 19% increase compared to the same period last year.

Our Thoughts

  • Stronger U.S. growth and resilient consumer spending provide a supportive backdrop for storage demand, with stability in occupancy and cash flows despite broader economic uncertainty.
  • Rising sale prices highlight stronger investor competition for quality assets, a favorable signal for owners that current market conditions support higher valuations and potential exit opportunities.