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The student housing sector is coming off arguably its best two years ever in 2023 and 2024, when preleasing and rent growth reached unprecedented levels. However, early preleasing data for the 2025-2026 school year is showing mixed results, and rent growth has been slowing for the past 16 months. These trends are affecting markets differently, but significant tailwinds, including accelerating enrollment growth and a muted new supply pipeline, should help stabilize the market over the next few years.

Join Yardi Matrix for an in-depth analysis of the early data from the 2025-2026 leasing season. You’ll get a detailed view of the future of the sector, along with a market-by-market breakdown of trends for the Yardi 200 schools.

After years of record-breaking growth, the self storage market faced significant challenges in 2023 and 2024. Rising interest rates led to reduced demand, occupancy, rents and property values. Meanwhile, an influx of new supply added pressure, especially in the markets that saw the highest growth during the pandemic. Despite these challenges, self storage continues to attract strong investor interest, and Yardi Matrix data indicates that market fundamentals may be stabilizing, particularly at the local level.

Join Yardi Matrix experts as they delve into these trends in the industry and look forward to the rest of 2025 and beyond.

Self Storage Supply Forecast Notes

National Self Storage Report

Yardi Matrix Affordable Housing offers a wide range of features tailored to meet the unique requirements of the affordable housing sector. It provides extensive coverage with detailed data on over 26,000 affordable properties totaling 3.36 million units; a subset of our multifamily data of 22.5M units in 115,00 properties across 178 markets. Subscribers also gain insights into the entire new supply pipeline, from prospective projects to those under construction.

Student housing recently completed a stellar 2023-2024 leasing season with occupancy reaching 94.5% and rent growth averaging 5.8% throughout the leasing season. Student housing is poised for another strong year in 2025 with enrollment on the upswing at primary state schools and main student housing markets, moderate new supply concentrated at a few of the best performing schools and the transaction market starting to heat up.

Join Jeff Adler and Tyson Huebner as they uncover the underlying factors behind the sector's success, dive into market-level analysis for the Yardi 200 schools and provide a look forward into the future of the student housing industry.

Multifamily rent growth fell in the third quarter after a six-month streak of positive growth, but demand continues to hold up despite rapid supply growth. After much anticipation, the Fed cut rates in late September, and with the election looming, there are a lot of dynamics playing out in the economy that will surely impact multifamily fundamentals.

Join industry experts Jeff Adler and Paul Fiorilla as they offer strategic insights on the current state of the multifamily market.

The self storage industry continues to face short-term challenges including persistent new supply, a weak housing market and high interest rates which have crippled the investment market. Current trends aside, however, there are plenty of reasons for optimism in the sector including an inevitable recovery in demand, a deceleration in new deliveries and unprecedented investor interest in the property type.

Join industry experts Jeff Adler and Tyson Huebner as they explore recent trends in the industry and look forward to the rest of 2024 and beyond.

Q3 Supply Forecast

Matrix RVBoat Storage National Report-Summer 2024

Yardi Matrix Affordable Housing offers a wide range of features tailored to meet the unique requirements of the affordable housing sector. It provides extensive coverage with detailed data on over 26,000 affordable properties totaling 3.36 million units; a subset of our multifamily data of 22.5M units in 115,00 properties across 178 markets. Subscribers also gain insights into the entire new supply pipeline, from prospective projects to those under construction.

Multifamily fundamentals have been holding up through the first quarter; providing some level of comfort for the many market observers worried about the sector’s performance this year, owing to slowing economic growth or the robust supply pipeline. Rent growth likely will remain constrained due to affordability and new supply, but the tone early in 2024 is encouraging. In addition, there is a rotation of top performing markets.

Join industry experts Jeff Adler and Paul Fiorilla as they offer strategic insights on the current state of the multifamily market.

Multifamily National Report

Multifamily Rent Forecast

Multifamily Supply Forecast

Student housing remains a standout niche property sector, with preleasing and rent growth continuing to outperform historical performance trends on the heels of an upturn in enrollment growth in key student housing markets. At the same time, development interest is heating up to take advantage of current fundamentals.

Join Yardi Matrix industry experts as they explore the recent trends that are driving recent stellar results and learn how to leverage student housing market insights in the investment decision-making process.

Self storage demand and fundamentals have noticeably softened following years of record growth with occupancy and street rate growth trending downward in 2023. New supply has continued to deliver and present challenges in certain markets. Despite these headwinds, industry leaders remain optimistic about 2024 with potential upside coming from an improving housing market and dwindling new supply.

Join industry experts Jeff Adler and Tyson Huebner as they explore recent trends in the industry and look forward to the year ahead.

The student housing sector had another great year of performance, though key fundamentals including rent growth and preleasing activity started to show signs of slowing. Despite some deceleration, the sector maintains strong demand with solid rent and occupancy headed into the 2023-2024 school year.

Join our market experts as they offer key insights affecting the student housing industry.

The multifamily market continues to perform better than expected, with demand propped up by a healthy job market. There is a rotation of top performing markets due to issues including affordability and slowing domestic migration. With a recession still looming, this program will cover important factors impacting multifamily market performance, as well as how to selectively target investable opportunities.

Join industry experts Jeff Adler and Paul Fiorilla as they offer strategic insights on the current state of the multifamily market.

Matrix Research Bulletin - Multifamily Expenses

The self storage industry remains on solid footing thanks to resilient demand created over the past few years. Although the sector has returned to seasonal patterns and street rate growth has turned negative year-over-year, rates remain above pre-pandemic levels and barriers to supply are building that could slow the pace of new deliveries.

Join industry experts Jeff Adler and Tyson Huebner as they offer strategic insights on the current state of the self storage industry.

Multifamily fundamentals have been holding up better than expected through the first quarter, but there is still a looming recession expected later this year. The current investment environment requires increased creativity to find potential investable opportunities, which Yardi Matrix is designed to do.

Join industry experts Jeff Adler and Paul Fiorilla as they offer strategic insights on the current state of the multifamily market.

The student housing industry continues to show improving fundamentals despite a slowing economy. Fall 2022 enrollment dropped again, however major competitive universities are still experiencing record demand for student housing. This program will cover how universities are doing with key fundamentals including rent growth and preleasing leading into the upcoming school year, as well as an outlook for the industry in the long-term.

Join our market experts as they offer key insights affecting the student housing industry.

The self storage industry is well-positioned for 2023 despite some headwinds. Street rates are flattening, but are still above pre-pandemic levels, and rising development costs are slowing the pace of new deliveries. Operators remain confident in the resilient demand created over the past two years.

Join industry experts Jeff Adler and Paul Fiorilla as they offer strategic insights on the current state of the self storage industry.

Matrix Research Bulletin - Self Storage Transactions