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2A — July 15 - 28, 2016 — M id A tlantic

Real Estate Journal

www.marejournal.com

MAREJ A dvertising D irectory Barley Snyder...........................................................3C Beacon Capital Partners.......................................IC-A Breckstone Architecture. .......................................17A Bussel Realty Corp...................................................1B Capstan Tax Strategies..........................................18B Cooper Horowitz.......................................................7A CREW Lehigh Valley. .......................................16-17C CREW NJ................................................................21B CREW Philadelphia. ..............................................14C Cushman & Wakefield. .........................................IC-B Deerwood Real Estate Capital.................................6A Earth Engineering, Inc.. ..........................................2C Fine Art Resources...................................................1C Gebroe-Hammer Associates.....................................1A Gebroe-Hammer.....................................................13B Harvey, Hanna & Associates, Inc..........................15A Heller Industrial Parks..........................................15B Hinerfeld Commercial Real Estate..........................7C Hutchinson Mechanical Services...........................10B IFMA NJ.................................................................20B Investors Realty......................................................13A Kaplin | Stewart......................................................3A Kislak Co.................................................................12B Marcus & Millichap..................................................3A Markward Group......................................................8C MCEDC...................................................................16B Mericle...................................................................BC-C Meridian Capital Group...........................................3B NAI CIR. ...................................................................9C NAI Mertz...............................................................10C NAI Summit..............................................................2C Penn’s Northeast......................................................6C Poskanzer Skott Architects......................................4B PREC.......................................................................15C Provident Bank.....................................................BC-A Redwood Realty Advisors.........................................2B Regal Bank..............................................................10A RT Environmental Services.....................................4C SEBCO Laundry Systems........................................2B SNJ AI....................................................................8-9B TDK Commercial Advisors. .....................................4A The Berger Organization. ....................................BC-B The Traffic Group...................................................12A Traiman Real Estate Auction..................................2A U.S. Realty Capital.................................................14A Urban Land Institute.............................................17B WCRE........................................................................7B

Mid Atlantic R eal E state J ournal Publisher ............................................................................ Linda Christman Publisher ............................................................................... Joe Christman Associate Publisher ................................................................ Steve Kelley Associate Publisher .............................................................Alissa Aronson Associate Publisher ..........................................................Barbara Holyoke Associate Publisher ..............................................................Eric Ballenger Associate Publisher ...................................................................Kim Brunet Senior Editor/Graphic Artist .................................................Karen Vachon Production Assistant/Graphic Artist ...........................................Julie King Office Manager .................................................................... Joanne Gavaza Contributing Colomnist ................................................... Nicholas Malagisi Mid Atlantic R eal E state J ournal — Published Semi-Monthly Periodicals postage paid at Rockland, Massachusetts and additional mailing offices Postmaster send address change to: Mid Atlantic Real Estate Journal, 312 Market St. Rockland, MA 02370 USPS #22-358 | Vol. 28 Issue 12 Subscription rates: $99 - one year, $148 - two years, $4 - single copy REPORT AN ERROR IMMEDIATELY MARE Journal will not be responsible for more than one incorrect insertion Toll-Free: (800) 584-1062 | MA: (781) 871-5298 | Fax: (781) 871-5299 www.marejournal.com The views expressed by contributing columnists are not necessarily representative of the Mid Atlantic Real Estate Journal

Mid Atlantic Real Estate Journal

Nicholas Malagisi

Self Storage Industry Review

S elf storage fared better than every other com- mercial real estate sector during this past recession. However, we learned that the sector was not "recession-proof”, but more "recession-resistant". After two years of losses (9 con- secutive quarters), the four pub- licly traded REITS turned the corner and now have reported five consecutive positive years’ performance. Occupancies are up; concessions are down; and rental rates are finally climb- ing back to pre-recession levels. REITS, in general, have out- performed the S & P and Dow Jones Industrials. The self storage industry has finally begun to consolidate as the number of new construction starts diminished for five con- secutive years from their peak in 2006. The industry literally doubled in size from one billion to two billion square feet from 1995 to 2006. There will be 600- 800 new construction starts in 2016 and probably 1,000 starts in 2017. The top twenty opera- tors in the USA control only 15% of the total market, but have a larger share within the top 50 markets. But we may see that change as the REITS, flush with investment cash, acquire and increase their market share in

select markets. Similarly, other new sources of institutional monies have been watching the sector and have concluded that self storage returns are as de- pendable, or even more secure, than the other traditional com- mercial real estate asset classes. These new funds/buyers are very competitive with the RE- ITS and have forced Cap Rates down to the mid-5 % range for stabilized, class "A"-good quality facilities located in the top 10 markets. Cap rates in secondary & tertiary markets remain in the 6-8% range depending upon the age of the facility; location of property and its demographics. With regard to financing, self storage continues to en- joy the lowest default rate of any other sector in the CMBS market. While banks and life insurance companies are more conservative in their underwrit- ing than they were pre-reces- sion, other sources of financing have emerged, including credit

unions with an expected 30-35% equity contribution, SBA financ- ing, andmezzanine financing for short term situations. As we look ahead to the re- mainder 2016, we should see industry performance continue at its high level & consolidation from the larger operators, such as the $1.2B acquisition of Stra- tegic Storage Trust by Extra Space; the $788M acquisition of Simply Self Storage by Brookh- ill, and the current $1.3B acqui- sition of Life Storage by Uncle Bob’s Self Storage. In addition, there will be more certificate of occupancy type deals coming through the development pipe- line as our industry has finally created a “merchant builder” class of developers providing true class A assets. Nicholas J. Malagisi serves as national director of Self- Storage and Senior Advisor for SVN, specializing in the purchase and sale of self- storage properties. n

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