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After years of correction and normalization, the U.S. self-storage sector is showing all the hallmarks of an early-cycle recovery. Supply is at its tightest in over a decade, property values have stabilized following a significant repricing period, and a recovering housing market could unlock a new wave of demand.
Nuveen Real Estate's research examines why 2026 may represent a compelling inflection point for investors — and why the window for early-cycle positioning may not stay open for long.
Key features
- A consistent top-performing real estate sector — and why 2026 may be its best entry point yet
- How constrained supply and a recovering housing market are converging
- What the valuation reset means for investors today
- Occupancy and rent growth — where the forecasts point
- Why market fragmentation creates an edge for institutional operators
- Why the investment window may be narrowing
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