Self Storage Services

Industry Profile Report

Dive Deep into the industry with a 25+ page industry report (pdf format) including the following chapters

Industry Overview Current Conditions, Industry Structure, How Firms Operate, Industry Trends, Credit Underwriting & Risks, and Industry Forecast.

Call Preparation Call Prep Questions, Industry Terms, and Weblinks.

Financial Insights Working Capital, Capital Financing, Business Valuation, and Financial Benchmarks.

Industry Profile Excerpts

Industry Overview

The 9,500 self storage service providers in the US rent or lease secure space, such as rooms, compartments, lockers, containers, or outdoor space, for clients to store and retrieve goods. Storage properties include one story buildings, multi-story buildings, climate controlled units, and parking areas for boats and motor vehicles. Sources of revenue include rent, sales of storage items (boxes, packing materials), insurance, late fees, administrative charges, and truck rentals. Large companies may offer management services.

Demand Dependent On Local Demographics

Because the majority of demand for self storage comes from customers within a one to three mile radius, a company’s business health is related to local population demographics and density.

Oversaturation Drives Down Occupancy

Some markets suffer from excess supply due to oversaturation.

Industry size & Structure

The average self storage company operates a single location, employs 6-7 workers, and generates about $2 million annually.

    • The self storage service industry consists of about 9,500 companies that employ 59,500 workers and generate $19.5 billion annually.
    • The industry is fragmented; the top 50 firms account for about 60% of total revenue.
    • Just over half of self storage facilities are located in suburban areas; about 36% in urban; and 12% in rural.
    • About 10% of US households and 12% of US businesses rent self storage units.
    • Large companies include Public Storage, Extra Space Storage, CubeSmart, and National Storage Affiliates.
                                  Industry Forecast
                                  Self Storage Services Industry Growth
                                  Source: Vertical IQ and Inforum

                                  Recent Developments

                                  Oct 25, 2024 - More Americans Plan to Move in 2025
                                  • More Americans are planning to move in 2025, which could provide a demand boost – and rent growth – for self-storage operators, according to a survey released in October 2024 by self-storage software firm Storable. The survey, conducted in August 2024, asked 1,000 self-storage tenants about their intent to move in the next 6-12 months, and 37% said they either were planning or considering a move. In a similar Storable survey in March 2024, only 25% of respondents said they were planning or considering a move. The South was the most popular destination, with 40% of movers selecting the region due to lower cost of living and healthy job markets. The top states included Florida, North Carolina, and Texas. The survey also showed that self-storage customers expect tech-enabled experiences, including online booking, smart access systems, and virtual unit tours.
                                  • Sales of existing US homes decreased by 1% in September from August and were down 3.5% year-over-year, according to the National Association of Realtors (NAR). The median existing home price rose 3% in September to $404,500 compared to September 2023. NAR chief economist Lawrence Yun said, “Home sales have been essentially stuck at around a four-million-unit pace for the past 12 months, but factors usually associated with higher home sales are developing. There are more inventory choices for consumers, lower mortgage rates than a year ago and continued job additions to the economy.”
                                  • At its meeting in September, the Federal Reserve voted to reduce interest rates by half a percentage point, which would put the benchmark federal funds rate between 4.75% and 5%, according to The Wall Street Journal. Projections of fed officials’ moves suggest another four quarter-point cuts will come next year, which would bring the federal funds rate down to 3.5% by the end of 2025. However, it’s unclear to what extent September’s cut will affect housing demand. Mortgage applications were flat year-over-year in September. Meanwhile, for the week ending September 19, the average fixed-rate 30-year mortgage rate was 6.09%, down from 7.19% a year earlier, according to Freddie Mac. Even as mortgage rates have dropped, high home prices and other costs, including homeowner insurance, continue to weigh on affordability. Home sales are a key demand driver for self-storage services.
                                  • The average metro rate for medium (10x10 & 10x15) climate-controlled self-storage units decreased by 4.5% year-over-year in August 2024, according to Yardi Matrix. Average metro rates for medium (10x10 & 10x15) non-climate-controlled units dropped 3.4% year-over-year. Average annualized same-store street rates – storage rent rates quoted to new customers – for non-climate-controlled units fell 3.8% in August compared to a year earlier, while street rates for climate-controlled units declined by 5.1%. Seasonal self-storage demand during the summer was weak, but some self-storage operators are hopeful that street rates have hit bottom and interest rate cuts will lead to better self-storage deal flow.
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