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COST DRIVERS · 2026

What sets the rent.

Seven structural drivers determine 2026 US self-storage pricing. They explain why Boston rents are 4× Fort Worth despite similar facility infrastructure, why Phoenix shows flat rents despite climate demand, and why Florida is the cohort's most-pressured market.

01 · Climate / humidity

Climate-controlled commands 20-30% premium vs non-climate nationally. In the Southeast (Birmingham, Huntsville, Jacksonville) the operating-cost component is higher because dehumidification runs year-round.

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02 · Urban density / supply per capita

Boston leads US rent growth at +9.7% YoY because it has only 0.7 sqft per capita of self-storage — among the lowest in the country. Sunbelt cities with 8-10+ sqft per capita see negative rent growth.

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03 · New supply absorption

Phoenix and Sarasota-Cape Coral have 6.5% of existing inventory under construction and both show negative monthly rent momentum. Portland OR at 0.5% has supportive pricing dynamics.

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04 · Migration / population flow

State-to-state migration hit 12-year low (~550k people) in 2025. Florida migration down 93% YoY, Texas / Georgia / Arizona down 50%+. Directly suppresses Sunbelt demand at the same time supply is delivering.

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05 · Home sales / residential turnover

Subdued residential activity reduces the largest demand trigger — moves. The 4 Ds of storage demand (death, divorce, downsizing, dislocation) are all turnover-dependent.

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Bifurcation summary: The 2026 US storage market is structurally divided. Northeast / coastal: supply-constrained, rents rising 5-10% YoY (Boston +9.7%, Lincoln +5%, Omaha +4.6%). Sun Belt / Florida: supply-overhang, rents declining 4-10% YoY (Cape Coral -8.7%, Glendale CA -10.7%, Santa Rosa -9.9%). National average is the weighted result of these opposing forces.