Self-storage REITs benefiting from Death, Divorce, Downsizing, Dislocation demand
Supply growth moderating to 1.5% annually while demand is counter-cyclical. 4-5% yield + 5-8% appreciation = 10-12% total return
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| EXR | BUY | 25% | 26.0% below entry | 5.3% above entry | 0.0% | TVYH |
| NSA | BUY | 35% | 36.2% below entry | 7.4% above entry | 0.0% | TVYH |
| PSA | BUY | 23% | 23.6% below entry | 4.8% above entry | 0.0% | TVYH |
| CUBE | BUY | 23% | 24.0% below entry | 4.9% above entry | 0.0% | TVYH |
| REXR | BUY | 27% | 28.3% below entry | 5.8% above entry | 0.0% | TVYH |
This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from 33% drawdown to deliver positive long-term returns. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.