Self Storage Reit

Self-storage REITs benefiting from Death, Divorce, Downsizing, Dislocation demand

Total Return

-2.7%

Sharpe Ratio

-0.21

Max Drawdown

-24.6%

Win Rate

52.5%

Alpha

-67.3%

Comp. Score *

-0.01

Risk Parameters

Max Allocation0.0%

Stop Loss24.6%

Take Profit5.0%

Max DD Tolerance24.6%

Rebalancemonthly

Execution Guidance

Order TypeLimit

Entry RuleBuy 0.5% below market in uptrend.

TimingSAFE TO BUY. *

ScalingEnter in 3 tranches over 1-2 weeks.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
EXR	BUY	25%	25.4% below entry	5.2% above entry	0.0%	TV YH
NSA	BUY	35%	35.8% below entry	7.3% above entry	0.0%	TV YH
PSA	BUY	23%	23.8% below entry	4.8% above entry	0.0%	TV YH
CUBE	BUY	23%	23.8% below entry	4.8% above entry	0.0%	TV YH
REXR	BUY	28%	28.5% below entry	5.8% above entry	0.0%	TV YH