Top 3 Self-Storage REITs To Buy Before Rates Drop Further

Image Source: Unsplash

In this video, we break down the self-storage REIT sector—why it’s been beaten down, what could spark a rebound, and our favorite stocks now.

We cover Public Storage (PSA), Extra Space Storage (EXR), CubeSmart (CUBE), why we’re avoiding National Storage Affiliates (NSA) for now, and thoughts on newly listed SmartStop Self Storage REIT (SMA).
 

00:30:53

Timestamps:

• 0:00 – Intro: Why bargains are hard to find & self-storage REITs
• 0:47 – Brad in New York & show kickoff
• 3:28 – Fed rate cuts coming? Why it matters for REITs
• 4:22 – Self-storage REITs: Pricing power & demand trends
• 7:53 – Long-term growth: 12% of U.S. households use storage
• 9:19 – Public Storage: Scale, balance sheet & dividend growth
• 15:46 – Extra Space: Tech advantage & long-term returns
• 22:20 – CubeSmart: Focused markets & higher yield play
• 24:29 – National Storage Affiliates: Dividend risk & why we avoid
• 26:18 – SmartStop: New listing, Canadian growth opportunity
• 27:30 – Top picks recap: PSA & EXR as best-in-class
• 28:22 – Closing thoughts: Rate cuts are rocket fuel for REITs

---

More By This Author:

The Great Monthly Compounding Opportunity
Net Lease REITs Masterclass: 5 REITs To Buy (And 5 To Avoid)
It’s Time To Say The S-Word