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David Spencer
// 05 RESEARCH

Field notes.

Market commentary, deal recaps, and analysis from Gainesville.

01
self-storage Aug 2026

Self Storage REITs Signal Industry Headwinds in Latest Quarterly Reports

Recent earnings from major self storage REITs show declining occupancy, muted rent growth, and increased supply pressures. These trends suggest the sector's post-pandemic boom is cooling across most markets.

02
self-storage Jul 2026

What's Your North Georgia Self Storage Really Worth? A Valuation Reality Check

Self storage valuations in North Georgia depend on more than just revenue multiples. Location, competition, and operational factors create significant value variations across markets from Gainesville to Rome.

03
market-watch Jul 2026

North Georgia Market Watch — July 20, 2026: A Big Week for Hall County Industrial and a Storage Pause in Atlanta

Hall County's port-adjacent industrial pipeline gets a firm project and a hearing date, Atlanta enacts a 180-day self-storage moratorium, and the first Q2 read shows metro industrial bifurcating rather than collapsing.

04
market-watch Jul 2026

North Georgia Market Watch — July 13, 2026: Port-Adjacent Industrial Land Moves, Storage Supply Hits an 11-Year Low

Industrial land proposals are clustering around Hall County's new inland port, and national self-storage supply just reset to an 11-year low — a supportive backdrop for North Georgia owners weighing a sale.

05
market-watch Jul 2026

North Georgia Market Watch — July 6, 2026: Hall County's Inland Port Opens for Business

Hall County's Blue Ridge Connector inland port is now open, metro Atlanta industrial demand firmed in Q1, and self-storage rates look to be nearing a floor — what it means for owners weighing an offer.

06
market-watch Jul 2026

North Georgia Market Watch — June 29, 2026: The GA-400 and I-985 Industrial Pipelines Take Shape

The first edition of our weekly North Georgia market read: the GA-400 and I-985 industrial pipelines keep building, and self-storage cap rates stay tight even as metro Atlanta digests new supply.

07
artificial-intelligence Jun 2026

AI Integration Transforms CRE Operations: Enhanced Due Diligence and Market Intelligence

AI tools are reshaping how commercial real estate brokers conduct market analysis, underwrite deals, and serve clients. From automated property valuations to predictive cash flow modeling, technology accelerates transaction timelines while improving accuracy.

08
self-storage May 2026

Self Storage Market Saturation Hits Northern Atlanta Suburbs in 2026

Northern Atlanta's self storage boom has tipped into oversupply, with street rates softening across Hall, Forsyth, and Gwinnett Counties as a wave of new product works through lease-up.