Pipeline prompts increase in Yardi Matrix self storage supply estimate
On the basis of a larger-than-expected construction pipeline, Yardi Matrix increased its Q4 2025 forecast of U.S. self storage supply completions by 4.3% for 2025 and 4.6% for 2026. Data collected by Yardi Matrix continues to show an overall deceleration in both near-term and long-term development interest, as new supply delivered in recent years has put downward pressure on rates and occupancy.
Economic pressures impacting U.S. multifamily market, Yardi Matrix reports
Demand falters as inflation and workforce reductions ramp up pressure on consumers
U.S. multifamily supply up, rents down in revised Yardi Matrix forecasts
Key factors include elevated supply pipeline, modest household formation levels
Yardi Matrix documents growth of U.S. affordable housing NOI
Industry rides favorable income and expense factors although challenges loom.