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 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 FOR
7:01 How ultra-low rates inflated CRE values
8:40 Why self-storage cap rates can buck the trend
13:55 Vitner’s “touch-and-go” landing and 75 bps roadmap
27:51 Florida’s out-migration—and the Carolinas surge
29:28 Today’s hottest metros for storage demand
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