11 Best Warehouse and Self-Storage Stocks to Buy

Insider Monkey2022-08-19

In this piece, we will take a look at the eleven best warehouse and self-storage stocks to buy. If you want to skip our industry introduction and take a look at the top five stocks in this list, then ...

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If you want to skip our industry introduction and take a look at the top five stocks in this list, then ...</p>\n\n<a href=\"https://finance.yahoo.com/news/11-best-warehouse-self-storage-130402495.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CUBE","symbol_name":"CubeSmart","start_time":0,"source_url":"https://finance.yahoo.com/news/11-best-warehouse-self-storage-130402495.html","article_id":"2260341697","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/ngibzH2xaOdzRH0Rf1pctA--~B/aD00MjE7dz03NTA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/3Atck4yKZNwD0N5PmRTWdA--~B/aD00MjE7dz03NTA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/461692117a7b60f94284971acf03a2c6"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2260341697","pubTimestamp":1660914242,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"In this piece, we will take a look at the eleven best warehouse and self-storage stocks to buy. If y","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"CUBE":"CubeSmart","BK4171":"工业房地产投资信托","TQQQ":"纳指三倍做多ETF","PLD":"安博","COLD":"Americold Realty Trust","QLD":"纳指两倍做多ETF","QQQ":"纳指100ETF","BK4539":"次新股","PSQ":"纳指反向ETF","BK4129":"建筑与工程","BK4191":"家用电器","BOLT":"Bolt Biotherapeutics, Inc.",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","WSC":"WillScot Corporation","PSA":"公共存储公司","BK4139":"生物科技","SQQQ":"纳指三倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4022":"陆运","BK4007":"制药","R":"瑞德系统","SELF":"Global Self Storage, Inc.","CRCT":"Cricut, Inc.","BK4501":"段永平概念","UHAL":"U-Haul","BK4084":"特种房地产投资信托","QID":"纳指两倍做空ETF","TERN":"Terns Pharmaceuticals, Inc."},"translate_title":"11个最适合购买的仓库和自储股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CUBE":1,"WSC":1,"UHAL":1,"SELF":1,"R":1,"PSA":1,"LSI":1,"COLD":1,"TERN":0.9,"BOLT":0.9,"CRCT":0.9,".IXIC":0.9,"PLD":0.9,"TQQQ":0.6,"SQQQ":0.6,"QQQ":0.6,"QLD":0.6,"QID":0.6,"PSQ":0.6,"NQmain":0.6,"MNQmain":0.6},"content_text":"In this piece, we will take a look at the eleven best warehouse and self-storage stocks to buy. If you want to skip our industry introduction and take a look at the top five stocks in this list, then head on over to 5 Best Warehouse and Self-Storage Stocks to Buy.\nThe stock market consists of a diverse set of sectors that are able to cater to all types of risk appetites that an investor might have. High growth areas such as technology offer high returns but come with a high risk as well, while others, such as real estate investment trusts (REITs) are relatively stable and involatile.\nAnother example of the latter sector are warehouse and self-storage stocks, which consist of logistics firms, storage companies, and REITs. This market is among the more stable ones out there, and its performance is linked to the overall economy and consumer spending power. Consequently, market research reports outline modest compounded annual growth rates (CAGRs) for these companies.\nFor instance, a report by Technavio lists that over the next five years, the warehousing industry will grow at a CAGR of 6%, as it is fueled by the demand from several industries such as healthcare, pharmaceutical, and manufacturing. The advent of technology has also impacted warehousing, with the smart warehousing sector — that uses a variety of technologies such as IoT, RFID, and data analytics — slated to have a CAGR of 11.2% from 2022 to 2028, for an estimated value of $29 billion at the end of the forecast period.\nAnother report, this time from Mordor Intelligence, estimated the value of the self-storage market at $48 billion in 2020, and it outlines that from 2020 to 2026 it will grow at 5.46% for a final value of $65 billion. It also shares that increased urbanization and an improved economic outlook will drive this growth. Finally, Market Growth Reports has a similarly moderate CAGR estimate for the market, as it believes that the self-storage industry will have a 3.77% CAGR from 2022 to 2028, with the driving factors behind this growth being business storage and the largest share of the pie going to personal storage. Asia Pacific is expected to be the fastest growing region for the market as developed regions such as North America have already matured.\nSo naturally, the self-storage and warehousing industry merits a deeper look as we have done in this piece. Some of the popular firms in our list for today are WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC), Prologis, Inc. (NYSE:PLD), and $Public Storage(PSA-N)$ (NYSE:PSA).\n\nOur Methodology\nWe took a broad look at the self-storage and warehousing industry to siphon out some of the top firms that can be expected to perform strongly in the future based on factors such as their business models, financial metrics, and market performance. The companies were then ranked according to hedge fund sentiment gathered through Insider Monkey's survey of 895 hedge funds for the second quarter of this year.\nBest Warehouse and Self-Storage Stocks to Buy\n11. Global Self Storage, Inc. (NASDAQ:SELF) \nNumber of Hedge Fund Holders: 2 \nGlobal Self Storage, Inc. (NASDAQ:SELF) is an American REIT that is headquartered in New York. It develops, acquires, and manages self-storage properties for both residential and commercial customers and has properties in several states including New York, Pennsylvania, and Ohio.\nWhile The Vanguard Real Estate ETF has dropped by 12% this year, shares of Global Self Storage, Inc. (NASDAQ:SELF) have grown by 7.5%, indicating its strength in the market. Additionally, it is one of the few corporate players in the large self-storage market that consists primarily of mom and pop companies, which lends it cost and economies of scale advantages. Global Self Storage, Inc. (NASDAQ:SELF)'s funds from operations (FFO) and total cash from operations (TCFO) have also grown by 14% and 17% over the past three years and its share price has also outperformed the REIT average for the same time period. It also pays a 7 cent dividend for a 4.79% yield.\nInsider Monkey's Q2 2022 survey of 895 hedge funds revealed that two had invested in the company.\nGlobal Self Storage, Inc. (NASDAQ:SELF)'s largest investor is Jim Simons's Renaissance Technologies which owns 146,300 shares that are worth $824,000.\nAlongside Prologis, Inc. (NYSE:PLD), WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC), and Public Storage (NYSE:PSA), Global Self Storage, Inc. (NASDAQ:SELF) is a top self-storage and warehouse stock.\n10. Americold Realty Trust, Inc. (NYSE:COLD) \nNumber of Hedge Fund Holders: 13 \nAmericold Realty Trust, Inc. (NYSE:COLD) has the distinct honor of being the world's largest REIT that is involved in the acquisition and operation of cold storage warehouses. It operates 185 temperature controlled warehouses in several countries including America, Canada, and New Zealand. The firm is based in Atlanta, Georgia, United States.\nWhile the nature of its business leaves it prone to headwinds from supply chain constraints and economic uncertainties, over the long term Americold Realty Trust, Inc. (NYSE:COLD) is one of the strongest players in its industry. Its market is on the path to recovery, as the United States Department of Agriculture reported in July 2022 that stocks of cheese, butter, poultry, red meat, fruits, and vegetables were all up year over year as suppliers gained confidence in the post pandemic era. Americold Realty Trust, Inc. (NYSE:COLD) also has an 18% share of the total cold storage market, providing it with key bargaining power advantages.\nBaird increased Americold Realty Trust, Inc. (NYSE:COLD)'s share price target to $33 from $27 in July 2022, citing that its previous estimates were too conservative but that complete recovery will take some time. Insider Monkey profiled 895 hedge funds for their June quarter of 2022 portfolios to discover that 13 had bought the company's shares.\nOut of these, Scott W. Clark's Darlington Partners Capital is Americold Realty Trust, Inc. (NYSE:COLD)'s largest investor. It owns 4 million shares that are worth $124 million.\nHeartland Advisors mentioned the company in its Q2 2022 investor letter. Here is what the fund said:\n\n“Atlanta-based, Americold Realty Trust (NYSE:COLD), for instance, is the second largest owner and operator of cold-storage warehouses in the world and represents a critical piece in the food-production supply chain. Cold storage is a niche asset class within Real Estate. Unlike most real estate owners who only collect a rent check, Americold manages operations for tenants, which creates a meaningful barrier to entry. While the company’s shares came under selling pressure in the second half of last year and early in 2022 — due to sharp declines in occupancy rates and inflationary pressures – April data published by the USDA suggested that cold-storage inventories could be improving after a sustained period of contraction.\nAmericold, as of quarter end, was trading at a 6.2% cap rate on NTM net operating income (NOI) and over 7% on normalized NOI. We believe a 5% cap rate represents a fair multiple for REITs with meaningful barriers to entry, which implies the potential for a total return north of 25%.”\n\n9. CubeSmart (NYSE:CUBE) \nNumber of Hedge Fund Holders: 18\nCubeSmart (NYSE:CUBE) is a REIT headquartered in Malvern, Pennsylvania, United States. The company is one of the three largest owners and operators of self-storage properties in America and it provides storage space to residential and commercial customers.\nCubeSmart (NYSE:CUBE) has one of the strongest balance sheets in the self-storage industry, with most of its debt being fixed rate and having an average maturity of more than six years. The company has grown its enterprise value 16x over the last 18 years, and 74% of its properties are in metropolitan areas, which then makes them attractive as last mile delivery options. CubeSmart (NYSE:CUBE)'s occupancy rate was 95% as of last year, indicating that its properties are not going to waste. Finally, it also pays a 43 cent dividend for a 3.39% yield.\nRaymond James increased CubeSmart (NYSE:CUBE)'s share price target to $58 from $52 in August 2022, sharing that its valuation and size are key strong points. Insider Monkey's 895 hedge fund survey for this year's second quarter outlined that 18 had held a stake in the company.\nCubeSmart (NYSE:CUBE)'s largest investor is Ric Dillon's Diamond Hill Capital which owns 2.8 million shares that are worth $122 million.\n8. AMERCO (NASDAQ:UHAL) \nNumber of Hedge Fund Holders: 20 \nAMERCO (NASDAQ:UHAL) is a DIY moving and storage operator for household and commercial customers in the United States and Canada. The company rents trucks, trailers, storage units, and other items to household movers and it also provides an online platform to connect customers with moving companies. The firm is headquartered in Reno, Nevada, United States.\nAMERCO (NASDAQ:UHAL) is the fourth largest self-storage owner in the U.S., with more than 50 million square feet of properties under its belt. It also has hundreds of thousands of trucks, trailers, and towing cars in its portfolio. Its self-storage revenues have compounded by 17% over the past nine years, and its revenue per truck has blossomed by 18% in CAGR over the past two years, keeping track of inflation and growing from $17,520 to $21,872. Additionally, AMERCO (NASDAQ:UHAL) is also estimated to be undervalued by at least 48% when growth over the upcoming 3-5 years is considered.\nInsider Monkey's Q2 2022 survey of 895 hedge funds revealed that 20 had bought AMERCO (NASDAQ:UHAL)'s shares.\nDonald Yacktman's Yacktman Asset Management is AMERCO (NASDAQ:UHAL)'s largest investor through a $350 million stake that comes via 733,498 shares.\n\n\nThird Avenue Management mentioned the company in its Q1 2022 investor letter. Here is what the fund said:\n\n“Held in the Fund since 2018, AMERCO is widely recognized as the leader in self-moving in North America through its U-Haul subsidiary where it has an unrivaled network with approximately 176,000 trucks, 126,000 trailers, and 46,000 towing devices available across more than 23,000 locations. What is not as widely recognized, in Fund Management’s opinion, is that the company’s forward thinking management team has also spent the last decade assembling one of the largest self-storage portfolios in North America-not only solidifying the “moat” around its core business but also creating substantial value in the process.\n\n7. Ryder System, Inc. (NYSE:R) \nNumber of Hedge Fund Holders: 24 \nRyder System, Inc. (NYSE:R) is a logistics and transportation company headquartered in Miami, Florida, United States. The firm leases a variety of vehicles and provides them for rent as well. It also provides warehousing and transportation coordination services.\nRyder System, Inc. (NYSE:R) is operating in the key market of supply chain outsourcing, which is piquing interest among companies due to the low costs and management hassles over managing transportation and logistics internally. This market is expected to grow at a CAGR of 8.6% by the end of 2030 - providing Ryder System, Inc. (NYSE:R) with a strong market. The nature of its business model also allows it to benefit from inflation, as was apparent in the company's latest earnings which saw brokerage services revenues grow by 146%. Finally, the fact that its management rejected a buyout offer of $86 per share (the current share price is $82 per share) indicates that Ryder System, Inc. (NYSE:R) is undervalued. The firm pays a 62 cent dividend for a 3% yield.\n24 of the 895 hedge funds part of Insider Monkey's survey for 2022's June quarter had held a stake in Ryder System, Inc. (NYSE:R).\nRyder System, Inc. (NYSE:R)'s largest investor is Parag Vora's HG Vora Capital Management which owns 5 million shares that are worth $358 million.\n6. Life Storage, Inc. (NYSE:LSI) \nNumber of Hedge Fund Holders: 24\nLife Storage, Inc. (NYSE:LSI) is an REIT that acquires and manages self-storage properties. The firm has hundreds of storage properties in America and Canada. It is headquartered in Buffalo, New York, United States.\n53 of Life Storage, Inc. (NYSE:LSI)'s markets, including eight out of the top ten, are seeing a population growth rate of 10%, indicating that the future is bright for the firm. Its FFO, TCFO, and market capitalization have grown by 15%, 15%, and 32%, respectively, over the past three years, and its share price has outperformed the VNQ REIT index by 7% over the past three years. Finally, Life Storage, Inc. (NYSE:LSI) pays a $1.08 dividend for a 3% yield.\nRaymond James increased Life Storage, Inc. (NYSE:LSI)'s share price target to $145 from $125 in August 2022 citing confidence in its growth and technology. 24 out of the 895 hedge funds polled by Insider Monkey for their Q2 2022 holdings had invested in the company.\nLife Storage, Inc. (NYSE:LSI) joins WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC), Prologis, Inc. (NYSE:PLD), and Public Storage (NYSE:PSA) in our list of some of the hottest warehouse and self-storage stocks to buy.   \n  Click to continue reading and see 5 Best Warehouse and Self-Storage Stocks to Buy.   \n  Suggested Articles:\n\nTop 8 Stock Picks of Jeff Ubben’s Inclusive Capital\nWarren Buffett’s Dividend Portfolio: 10 Stocks to Watch\n10 Best Stocks To Buy Now According to Billionaire Marc Lasry’s Avenue Capital\n\nDisclosure. None. 11 Best Warehouse and Self-Storage Stocks to Buy is originally published on Insider Monkey.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2260341697"}