The dispute between the Trump administration and theFederal Reservehas been practically constant since 2018. The most recent chapter in this story featured Treasury SecretaryScott Bessent, who claimed that, due to the high rates imposed by the Fed, some sectors of the U.S. economy could be in recession. Specifically, the official noted that this policy particularly affects thereal estate market.
According to reports from the U.S. Department of Housing and Urban Development (HUD), by July 2025, new home sales had fallen by 6.6% year-on-year, while existing home sales had fallen by around 2.5% per month. However, the real estate market is composed of multiple segments, and not all of them maintain the same level of determination with regard to retail credit as the residential sector. Commercialreal estate, and specifically self-storage, has certain characteristics that make it a highly advantageous option in this context.
Indeed, the cycle of high interest rates, financial volatility, and economic slowdown is leading to a return to stability as a strategic value. After several years of turmoil, investors are seeking predictability, cash flow, and legal backing. Based on this premise, and following consulting firms such as Yardi Matrix and CBRE, it is possible to affirm that the North Americanreal estate marketis going through a period of maturity: the focus is no longer on speculation for capital appreciation, but on generating sustained returns.
Segments such as self-storage, industrial real estate, and logistics parks are positioned as efficient vehicles for protection and growth. These are assets with low maintenance costs, flexible contracts, and structurally solid demand, driven by mobility and consumption.
Unlike theresidential market—which is more exposed to credit cycles and price fluctuations—real estate in the United Statesmaintainsstable occupancy and profitability levels even during periods of adjustment. A report by Cushman & Wakefield indicates that storage occupancy has remained at around 90% since 2023, showing that the sector remains virtually unaffected by any signs of a slowdown. In fact, according tomarketresearch firmMordorIntelligence, the sector currently generates around USD 40 billion per year and could reach USD 60 billion by 2030.
Given the economic context in Latin America in general, and Argentina in particular, the dollar stands out as the ultimate safe haven. However, a dollar that is not working is a dollar lost, and the goal of any saver or investor should be none other than to generate returns. Those who understand this will be able to successfully navigate any type of scenario.
Marcos Victorica is Founder and CEO of BAS STORAGE.
Company that is revolutionizing the American real estate market by creating a product based on the American economic infrastructure.