Self Storage Income

289. Will Trump’s Tariffs Upend the Self-Storage Industry?


Listen Later

Trump’s tariffs are back, and they could send shockwaves through the self storage industry. With new tariffs on building materials, development costs are rising, demand is shifting, and investors need to prepare. Whether you’re a self storage owner, developer, or investor, these US tariffs could impact everything from occupancy to rental rates and long-term supply and demand.

At the time of this recording, Trump’s tariff policies remain in place, affecting trade with Mexico, Canada, and China. With uncertainty surrounding US tariff negotiations, how will these changes reshape the self storage industry? Will new restrictions drive rents up, slow development, or create unexpected opportunities?

We’re explaining the first, second, and third-order consequences of these tariffs, breaking down how they affect self storage investors at every level—from REITs to mom-and-pop operators. Plus, what lessons can we learn from previous tariffs and economic cycles, and how should you adjust your self storage investing strategy moving forward?

What you’ll learn in today’s show:

 

  • How Trump’s tariffs could impact self storage development costs
  • Why higher steel prices could slow new facilities and reduce supply
  • How shifting trade relationships with Mexico, Canada, and China affect self storage industry players
  • What happened in 2018’s US tariff cycle and what it means for today
  • Whether storage rental demand will rise as new development projects stall (good news for owners?) 
  • Why you MUST update your underwriting/analysis for these new tariffs 
  • Why U.S. Debt is Everyone’s Problem (Including Yours) - https://youtu.be/DFDZwj64EeQ?si=9yppssHb01hhcWUr

    ...more
    View all episodesView all episodes
    Download on the App Store

    Self Storage IncomeBy AJ Osborne

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    569 ratings


    More shows like Self Storage Income

    View all
    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,821 Listeners

    The Best Ever CRE Show by Joe Fairless

    The Best Ever CRE Show

    988 Listeners

    Rental Income Podcast With Dan Lane by Rental Income Podcast

    Rental Income Podcast With Dan Lane

    824 Listeners

    Lifetime Cash Flow Through Real Estate Investing by Rod Khleif

    Lifetime Cash Flow Through Real Estate Investing

    1,412 Listeners

    Real Estate Investing with Coach Carson by Chad Coach Carson

    Real Estate Investing with Coach Carson

    590 Listeners

    Ken McElroy Show by Ken McElroy

    Ken McElroy Show

    722 Listeners

    Real Estate Rookie by BiggerPockets

    Real Estate Rookie

    1,811 Listeners

    Self Storage Investing by Scott Meyers, Stories and Strategies

    Self Storage Investing

    38 Listeners

    The Self Storage University Podcast by Frank Rolfe

    The Self Storage University Podcast

    13 Listeners

    BiggerPockets Daily by BiggerPockets

    BiggerPockets Daily

    325 Listeners

    The Lifestyle Investor - Investing, Passive Income, Wealth by Justin Donald

    The Lifestyle Investor - Investing, Passive Income, Wealth

    284 Listeners

    Creating Wealth Through Self Storage by Creating Wealth Through Self Storage

    Creating Wealth Through Self Storage

    7 Listeners

    On The Market by BiggerPockets

    On The Market

    884 Listeners

    The BetterLife Podcast: Wealth | Real Estate Investing | Life by Brandon Turner & Cam Cathcart

    The BetterLife Podcast: Wealth | Real Estate Investing | Life

    820 Listeners

    The David Greene Show by David Greene

    The David Greene Show

    665 Listeners