Investing in Self-Storage Amid Market Turmoil

In Episode 11 of the AAA Storage Podcast, hosts Brandon Giella and Paul Bennett discuss the current market turmoil and its implications for self-storage investing. Amidst recent fluctuations in the S&P 500, 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