Earnings calls report stable core assets, meanwhile REIT stocks skyrocket

In this episode of Storage Unlocked, I break down the 2025 year-end earnings for the major storage REITs. I discuss why storage stocks are trading at a premium (15x to 18x FFO) compared to other real estate sectors and the massive leadership shift at the top of Public Storage . In this episode, I also cover: The Murphy Family Mission: I share the story of Decker's Blueprint, a fundraising effort for Duchenne's Muscular Dystrophy that is uniting the storage industry . Tract IQ Data Drop: I analyze the "inverse" correlation between population growth and rent—why low-growth markets in the Northeast and Midwest are currently the only ones seeing rate increases . Acquisition Alive & Well: How the biggest players spent nearly $1 billion each on portfolios and JV buyouts last year . Faith & Law: Scott Zucker joins me to discuss how his Jewish faith has guided his success as one of the most recognized legal voices in our sector . Tune in for the data, the strategy, and a story that puts the entire industry into perspective. Connect with Thaddeus Campbell (S3 Partners): https://www.linkedin.com/in/itsthadcampbell/ [email protected] This episode was brought to you by: https://pbbrown.com/