Commercial Property Investor Podcast Sector Series: The Self-Storage Data Deep Dive
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Jan 29, 2026 A data-driven look at how self-storage is settling into normalised growth after the COVID surge. Reports from UKSSA, FEDESSA, CBRE and others are compared to cut through conflicting narratives. The conversation covers what counts as modern storage, how tech and automation reshape operations, and why site fundamentals now determine winners and losers.
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Read Data By Date, Not By Headline
- Annual reports show past structure and direction while current commentary reveals how trends are playing out now.
- Read 2024 reports as history and use 2025 commentary to understand present market dynamics.
COVID Pulled Demand Forward
- COVID created a demand shock that pulled future storage need forward rather than inventing new demand.
- That surge explains why subsequent activity looks like a reversion, not a structural collapse.
Reversion To Normal, Not Collapse
- Occupancy fell from COVID highs but didn't collapse; the sector is reverting toward pre-pandemic norms.
- Comparing today to the peak misleads; ask what normal looks like instead.
