1998Practice founded3,969Feasibility studies1,283SBA studies823USDA studies$41.2BProject value evaluatedSince 1982Institutional underwritingMAI · ASA-GC · BCA · CMEAIn-house valuation designations
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Market Intelligence · Self Storage

Custom Self Storage Market Intelligence Reports

Self storage is a supply-sensitive business with a short trade area and a long lease-up. This report measures the square footage already serving a trade area, what is being built, what the market charges by unit type, and how quickly comparable facilities filled.

Market questions this report answers

  • How much net rentable square footage serves the trade area, and per capita?
  • What unit mix and climate-controlled share does the existing supply offer?
  • What street rates and concessions apply by unit size?
  • What is under construction or entitled within the trade area?
  • How long did comparable facilities take to reach stabilisation?
  • Which operators are present, and are they institutional or local?
  • Is the trade area under-supplied, at equilibrium or saturated?
  • What demand drivers — household turnover, apartment share, small business density — support the market?

Supply, construction and pipeline

Every competing facility inside the trade area is inventoried: net rentable square feet, unit mix, climate-controlled share, vintage, operator and visibility. Expansions count as supply, and they are easy to miss because they rarely announce themselves. The pipeline comes from permits and entitlement records, with a view on which projects are financed and which are speculative — in this asset class a single 80,000 square foot delivery can reset street rates across a trade area.

Demand and economic drivers

Demand is driven by movement and density: household turnover, renter share, average dwelling size, apartment construction, small-business and contractor activity, and in some markets boat and RV storage demand. Population inside a realistic drive time is the denominator for the per-capita measure, and the report draws that trade area from road network and barriers rather than a circle.

Pricing, occupancy and absorption

Pricing is reported by unit size and type, with the difference between advertised street rate, promotional rate and achieved rate made explicit, because the gap between them is where pro formas usually fail. Occupancy is reported both physically and economically. Absorption is evidenced from what comparable facilities in similar trade areas achieved — square feet leased per month and the months to stabilisation — rather than from a generic assumption.

Competitive set and transactions

The competitive set is drawn tightly, because customers rarely drive past a nearer facility. Operator identity matters: a REIT-managed property will price dynamically and advertise aggressively, and a market dominated by institutional operators behaves differently from one held by local owners. Where transaction evidence exists, recent facility sales and their reported basis are summarised.

Capacity, saturation and risk

Saturation is measured against the trade area's own demographics rather than a national square-feet-per-capita rule, which varies widely between urban and rural markets. Risk factors include a pipeline that would double supply, rate compression from an aggressive institutional entrant, trade areas that depend on one apartment cluster, and lease-up assumptions that ignore the seasonality of moves.

Who commissions the report

Developers testing a site, lenders sizing a construction loan through lease-up, operators evaluating an acquisition or expansion, and investors comparing markets. Projects financed under SBA 7(a) or 504 usually pair the report with a feasibility study.

How it differs from a feasibility study and an appraisal

A market intelligence report describes the market. It tells you how much square footage already serves the trade area and what happens when the next facility opens. A feasibility study goes further: it takes one project, applies the market findings to its capital cost and operating model, and reaches a conclusion on whether it works — which is what SBA and USDA programmes require. An appraisal develops an opinion of value for a specific property under professional valuation standards. Many files need more than one, and the market work is common to all three.

See Market Intelligence for the research method, or market research consulting where the question does not fit a package.

Report packages, geography and delivery

Reports are commissioned for a named market and this asset type. Geography runs from a single county to several states, the fee is fixed and agreed with the reports desk once the market and scope are confirmed, and delivery is 3 to 5 business days for standard geographies. Where the project also falls inside one of the seven purchasable property-type families — office, retail, multifamily, warehouse and industrial, mixed-use, hospital and ASC, and gas station and truck stop — the published packages from $1,950 apply and can be priced in the builder on market reports.

Last reviewed September 2026. Every figure in a delivered report carries its source and date; where a figure could not be verified, the report says so.

Frequently asked questions

What is a good square feet per capita figure?
There is no single national threshold that transfers between markets. The report compares the trade area against its own demographics and against genuinely comparable markets, which is the only reading a lender will accept.
Do you include expansions in the pipeline?
Yes. Expansions of existing facilities are a common source of new supply and are counted alongside new construction.
Are street rates or achieved rates reported?
Both, and the difference is stated. Advertised rates overstate revenue in markets running concessions.
Does the report cover boat and RV storage?
Where that demand exists in the trade area it is analysed separately, because the supply, pricing and land requirements differ from conventional storage.
Can this support a construction loan file?
It is the market evidence behind one. Lenders financing a ground-up facility normally also require a feasibility study with projections through stabilisation.
Need a self storage market report?

Independent, commissioned research for your market. Fixed fee, delivered in 3 to 5 business days.

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Wert-Berater, Inc. is an independent provider of feasibility studies and other related services. The firm does not provide financing or equity investment advice, and does not arrange, broker, or place debt or equity capital of any kind.

All appraisal assignments are performed by Bruce E. Jones, MAI, ASA-GC, BCA, CMEA, a member of the Appraisal Institute since 2006, a staff member of Wert-Berater, Inc. and owner of Special Purpose Realty Valuation.

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