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In Episode 11 of the AAA Storage Podcast, host Paul Bennett discusses the current market turmoil and its implications for self-storage investing. Amidst recent fluctuations in the markets, they dive into how these changes impact alternative investments, particularly focusing on self-storage facilities. Paul brings his extensive experience to explore the risks and opportunities that arise in such uncertain times, offering insights into why self-storage remains a resilient investment choice.
Key Highlights
• Analysis of recent market volatility and its effects on investments.
• Discussion on the impact of trade policies and tariffs on self-storage.
• Explanation of the correlation between public markets and alternative investments.
• Insights into systematic risk versus market correlation.
• Paul Bennett's thoughts on investing for alpha versus beta.
• Importance of direct investment in real estate for portfolio diversification.
Quotes
• "The markets don't like uncertainty—what they don't like is uncertainty." – Paul Bennett
• "Systematic risk is a different animal; it directly impacts real estate in a traditional sense." – Paul Bennett
• "Our investments are not correlated to the public markets—they're tangible assets acting as inflation hedges." – Paul Bennett
• "You need to have an allocation in your portfolio that's direct into, I think, real estate." – Paul Bennett
In Episode 11 of the AAA Storage Podcast, host Paul Bennett discusses the current market turmoil and its implications for self-storage investing. Amidst recent fluctuations in the markets, they dive into how these changes impact alternative investments, particularly focusing on self-storage facilities. Paul brings his extensive experience to explore the risks and opportunities that arise in such uncertain times, offering insights into why self-storage remains a resilient investment choice.
Key Highlights
• Analysis of recent market volatility and its effects on investments.
• Discussion on the impact of trade policies and tariffs on self-storage.
• Explanation of the correlation between public markets and alternative investments.
• Insights into systematic risk versus market correlation.
• Paul Bennett's thoughts on investing for alpha versus beta.
• Importance of direct investment in real estate for portfolio diversification.
Quotes
• "The markets don't like uncertainty—what they don't like is uncertainty." – Paul Bennett
• "Systematic risk is a different animal; it directly impacts real estate in a traditional sense." – Paul Bennett
• "Our investments are not correlated to the public markets—they're tangible assets acting as inflation hedges." – Paul Bennett
• "You need to have an allocation in your portfolio that's direct into, I think, real estate." – Paul Bennett