Dream Storage Newsletter - August 2025

Monthly Newsletter

This month’s edition is short and sweet as we head into the holiday weekend. We are already looking forward to next month’s newsletter, where we will share Rachel’s insights after attending the largest industry conference of the year.

Market Insights

Jerome Powell’s recent remarks at Jackson Hole have sparked optimism among real estate owners and investors, with many hopeful that interest rates may decline in the near future. While Powell maintained a cautious tone, the markets responded positively, with “stocks soaring and Treasury yields tumbling” (see the linked post below).

In the storage sector, conversations with brokers and insights from industry newsletters indicate a continued flight to core-market, class-A properties. These assets are maintaining low cap rates, resulting in strong offer prices. Meanwhile, secondary and tertiary markets are facing headwinds, with fewer active buyers and growing pressure for higher cap rates—translating to lower purchase prices.

Dream Storage’s Outlook

Like many in the industry, we’re seeing signs that the market is opening up, with more buying opportunities than we observed at this time last year. We look forward to sharing some exciting updates in the coming months.

As always, thank you for your continued support. Have a great holiday weekend.

Dream Storage