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self-storage

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Sep 25, 2023 by Alan Forman · across every show →

Everything said about self-storage, oldest first

Sep 25, 2023 neutral
Disclosure
Forman: Yale was slow to enter student housing and self-storage
“I'd say we were a little slow on some of these nichier sectors where these non-traditional real estate sectors like student housing and self-storage Part of that was the people in the business by definition almost didn't have a lot of experience, and there was…”
Alan Forman Sep 25, 2023 ▶ 42:13 Alan Forman – Yale Endowment Real Estate (EP.340)
Dec 1, 2025
Assertion Partly supported
Khoury: New Supply Starts for Sunbelt Apartments Dropped 60% to 70%
“So the output of that is in these secularly winning real estate asset classes, Sunbelt departments, industrial, and self-storage, that supply starts are down, depending on market subsectors, 60, 70%.”
John Khoury Dec 1, 2025 ▶ 37:17 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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