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Commercial Real Estate

Oct 19, 2026

Q3 2026 Canadian Self-Storage Investor Update

SmartStop and the ICM Bluebird fund reshaped Canada's self-storage league table in Q3 2026, Public Storage closed its Canadian entry, and JBW's rate survey shows list rates held while move-in promotions deepened.

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Oct 15, 2026

The Headline Shrank. The Customer Base Didn’t.

Canada lost 354,000 study permit holders and gained 270,000 seniors. Why the population stall is not a storage demand collapse, who is still arriving at the storage trigger, and what it means for underwriting.

Article
Oct 07, 2026

Flying Blind: Nobody Counts the Canadian Storage Customer

Supply is counted four different ways, demand is not counted at all, and investors pay the difference in lease-up months and loan terms. What the US, UK, Australia and Europe measure about their storage customers, what...

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