Jefferies：存储周刊_是什么驱动存储需求

USA | REITs Equity Research Storage Weekly: What Drives Storage Demand? Y/Y SS asking rents were down -1.8% on avg, a 60 bps deterioration from last week's -1.2%. On a Y/Y basis, PSA was up +4.5%, followed by EXR (+0.2%), LSI (-1.3%), and CUBE (-10.5%). This week, we share a few insights from the 2022 Storage Demand Study. Younger Users Fuel Demand: As of 2022, Gen-Z and Millennials are using self-storage at a 16% rate, well above the 11% national average (and Boomers at 5%), per the SSA's 2022 demand study ...