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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.