Spencer Levy’s Post

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Global Client Strategist & Senior Economic Advisor at CBRE.

Napa: Red, White & Self-Storage After an 18-plot site inspection (code for Pickleball) with my bud and host Nicholas Walker, went to SF and back to record a great Weekly Take on why SF will comeback in office due to AI and VC funding with Glenn Gilmore from Brick+Timber collective and Michael Taquino from CBRE and then delivering a keynote at the California Self Storage Association (CSSA). Like water flowing downhill, high interest rates that keep people locked in their home mortgages has negative spill over impacts on ancillary businesses like self-storage. No move = no move stuff, which has impacted what had been spectacular fundamentals pre-inflation. That said, the institutionalization of the sector pre-inflation will provide both stability and operational strength to what had been a highly fragmented sector that will enable it to bounce back quickly and improve NOI even in a softer rent market. Napa, San Francisco and Self-Storage, two great places and a great sector. SGL

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You crushed it!! Both literally on the course and during the keynote.

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Alan Grace

First Vice President at CBRE

7mo

Please don your Orioles gear!

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Kurt Strasmann

Executive Managing Director CBRE, Inc.

7mo

Love this

Mia Checkley 👷🏻♀️

Business Development Manager with expertise in building business relationships

7mo

Go Blue!

Will Pike

Vice Chairman at CBRE

7mo

Dynamic duo

Jon Dishell

Dishell Capital Partners LLC

7mo

#goblue

Matthew G. Bittick

Senior Vice President | Institutional Group | Capital Markets at CBRE, Worldwide Leader in Real Estate

7mo

Fight on Spencer!

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