Institutional Research

Market Research & Insights

Historical market performance data and market analysis for MHC and self-storage.

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MHC: Historical Stability

25 consecutive years of positive NOI growth—historically the only major CRE asset class without a single year-over-year decline since 2000.*

  • 4.6% historical CAGR (2000-2024) • 7.3% projected annual returns* • ~97% historical occupancy

Self Storage: Historical Top Performer

Highest historical NCREIF returns of any property type since 2005, averaging 11.6% annually with historical recession resilience.*

  • 11.6% historical annual return • Positive through 2008-2009 GFC • 60-70% historical NOI margins

Historical Same-Store NOI Growth

Cumulative NOI growth indexed to $100 (2000-2024)

MHC: Historical Consistency

MHC has historically maintained positive NOI growth every year since 2000—never dipping below 1.8% even during the Global Financial Crisis. This 25-year streak is historically unmatched by other CRE asset classes.*

Self-Storage: Peak Performance

Self-storage achieved record 18.2% NOI growth in 2021, driven by pandemic demand. The current normalization (-1.5% in 2024) reflects a return to sustainable fundamentals.

Long-Term Performance Comparison

Compound Annual Growth Rate by asset class (2000-2024)

* Self-Storage 2000-2024 reflects 2005-2024 (NCREIF tracking began 2005)

Beta vs. NCREIF Property Index

Systematic risk relative to overall CRE market (Beta = 1.0 equals market risk)

Interpretation: MHC's beta of 0.42 means it captures only 42% of overall CRE market movements—the lowest of any major property type. Self-Storage at 0.68 also demonstrates below-market systematic risk while delivering above-market returns.

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