2025 Storage Outlook_ Cautious on Initial Guidance; Optimistic on 2H Recovery
Car Care & Cleaning·2025-01-05 16:23
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 USA | REITs 2025 Storage Outlook: Cautious on Initial Guidance; Optimistic on 2H Recovery We are cautiously positive on the Self Storage sector into 2025. We expect initial guidance will be conservative so there is no rush to buy ahead of the quarter; however, we believe that any recovery in the housing market, in 2025, will be met by renewed storage demand and upward revisions to guidance and estimates. We see EXR and NSA as uniquely positioned to drive earnings, but see the lo ...