EPISODE · Aug 18, 2025 · 35 MIN
Relief Rally Ahead and What It Means for YOU
from Self Storage Investing · host Scott Meyers, Stories and Strategies
Send us Fan MailIs the economy heading for a soft landing… or a “touch-and-go”? Scott Meyers is joined with economist Mark Vitner, to unpack why commercial real estate got overpriced during the low-rate era, how self-storage cap rates often move differently from other asset classes, and what falling market rates plus clearer tariff policy could mean for deals ahead.Vitner flags a likely 75 bps easing path and a housing cool-stress-relief scenario (mortgages in the 6–6.5% band), with meaningful improvement showing up around April next year. He also maps migration winners (Carolinas, Tennessee, Georgia; continued heat in Dallas, Houston, Miami, Charlotte, Raleigh) and why that churn is good for storage—plus practical advice for operators and new investors alike. WHAT TO LISTEN FOR7:01 How ultra-low rates inflated CRE values8:40 Why self-storage cap rates can buck the trend13:55 Vitner’s “touch-and-go” landing and 75 bps roadmap27:51 Florida’s out-migration—and the Carolinas surge29:28 Today’s hottest metros for storage demand Leave a positive rating for this podcast with one click CONNECT WITH MARK VITNERLinkedIn | Website CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.White Label Storage helps self-storage owners manage their facilities like a performance business, not a guessing game. Using facility-level data and custom technology tools, the team drives smarter pricing, marketing, and operational decisions with no gut-based revenue management.Website | LinkedIn(410) 693-5166
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Send us Fan Mail Is the economy heading for a soft landing… or a “touch-and-go”? Scott Meyers is joined with economist Mark Vitner, to unpack why commercial real estate got overpriced during the low-rate era, how self-storage cap rates often move differently from other asset classes, and what falling market rates plus clearer tariff policy could mean for deals ahead. Vitner flags a likely 75 bps easing path and a housing cool-stress-relief scenario (mortgages in the 6–6.5% band), with m...
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Relief Rally Ahead and What It Means for YOU
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