Storage Unlocked – Détails, épisodes et analyse

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Storage Unlocked

Thaddeus Campbell

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Fréquence : 1 épisode/7j. Total Éps: 41

Storage Unlocked is where self-storage meets reality. Hosted by Thaddeus Campbell, this no-fluff podcast dives into the hard numbers, bold opinions, and surprising trends shaping the self-storage industry and beyond. From housing market shifts and economic red flags to untapped investment opportunities, Thaddeus and Chris break it all down with sharp insight and real-world experience. Whether you're a seasoned investor or just storage-curious, you'll get insider takes, uncensored discussions, and data-backed forecasts that actually matter. Weekly drops. Always unfiltered.

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Données mises à jour le 14/07/2026

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https://tractiq.com/
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What is AI really doing in Self Storage? We asked three of the leaders in the space.

Saison 2 · Épisode 8

vendredi 13 mars 2026 • Durée 43:41

Are we all going to be replaced by robots by 2030?

I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I am joined by Maggie Bode (Unity AI), Jacob Pandl (NodaFi), and Tyler Sellars (Cactus AI) to discuss the "leapfrog moment" in self-storage technology . We are moving away from the era of spreadsheets and paper walkthroughs into a world where AI agents answer the phones and machine learning automates our facility audits.

In this episode, we cover:

Underwriting Automation: How Cactus AI is allowing analysts to use their own proprietary "IP" to generate pro formas in a fraction of the traditional time .

Operational Efficiency: Jacob Pandl explains that NodaFi's goal is to handle the "machine work" so site managers can spend their time coaching teams and building tenant relationships.

Virtual Sales Agents: Maggie Bode breaks down why AI agents like "Maya" are providing higher customer service by giving instant answers to gate codes and balance inquiries .

Market Data: A look at how Tract IQ's newest CMBS data is finally giving operators a clear view of true "achieved" rates in their trade areas .

The Hype Cycle: Why "vibe coding" and other buzzwords are cluttering the C-suite, and what actually works on the ground.

Connect with Maggie Bode:
maggie@getuniti.com
https://getuniti.com

Connect with Jacob Pandl:
jacob@nodafi.com
https://nodafi.com

Connect with Tyler:
tyler@trycactus.com
https://trycactus.com

This episode was brought to you by:
https://pbbrown.com/
https://tractiq.com/tssr

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Earnings calls report stable core assets, meanwhile REIT stocks skyrocket

Saison 2 · Épisode 7

vendredi 6 mars 2026 • Durée 32:24

In this episode of Storage Unlocked, I break down the 2025 year-end earnings for the major storage REITs. I discuss why storage stocks are trading at a premium (15x to 18x FFO) compared to other real estate sectors and the massive leadership shift at the top of Public Storage .

In this episode, I also cover:

The Murphy Family Mission: I share the story of Decker's Blueprint, a fundraising effort for Duchenne's Muscular Dystrophy that is uniting the storage industry .

Tract IQ Data Drop: I analyze the "inverse" correlation between population growth and rent—why low-growth markets in the Northeast and Midwest are currently the only ones seeing rate increases .

Acquisition Alive & Well: How the biggest players spent nearly $1 billion each on portfolios and JV buyouts last year .

Faith & Law: Scott Zucker joins me to discuss how his Jewish faith has guided his success as one of the most recognized legal voices in our sector .

Tune in for the data, the strategy, and a story that puts the entire industry into perspective.

Connect with Thaddeus Campbell (S3 Partners):

https://www.linkedin.com/in/itsthadcampbell/
thaddeus@s3.partners

This episode was brought to you by:

https://pbbrown.com/

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The Lay of Land for Self Storage from three industry giants.

Saison 2 · Épisode 6

vendredi 27 février 2026 • Durée 51:39

In this very special edition of Storage Unlocked, I am joined by Zachary Dickens (Extra Space), Paul Spittel (Public Storage), and Alex Burnam (StorageMart) . These three firms have transacted on over $25 billion in storage assets in just the last half-decade .

In this episode, we cover:

Strategic Evolution: We discuss Public Storage's transition to PS 4.0 and their move to the Dallas-Frisco area to recruit top talent and accelerate growth .

The Manhattan vs. Boroughs Debate: We breakdown StorageMart's massive $1.05 billion portfolio purchase and why they are betting long-term on Brooklyn and Queens .d

The Scale Play: We discuss about Extra Space and the efficiencies gained from the Life Storage merger, and its role as the industry's largest third-party manager .

Policy & Law: A candid look at the New York City DCWP lawsuit and the industry's proactive collaboration with the SSA to protect owner rights .

The Tech Shift: From AI-driven predictive analytics to the rise of Answer Engine Optimization (AEO), we discuss what is disrupting storage marketing in the late 2020s .

Tune in to hear from the leaders of the industry's three most consequential companies.

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One of the bright lights of the Storage Industry passes away

Saison 2 · Épisode 5

vendredi 20 février 2026 • Durée 27:35

in this episode of Storage Unlocked, I offer a tribute to Deanie Burns, a beloved leader we lost far too soon . I also dive into the Public Storage Q4 earnings call, breaking down their $1.8 billion in available capital and the strategic shift toward PS 4.0 under incoming leader Tom Boyle .

In this episode, I also cover:

Legal Strategy: I sit down with 40-year veteran Scott Zucker to analyze the $6 million DCWP lawsuit against Extra Space. We discuss the legal right to raise rents versus the growing trend of legislative rate controls .
Development Realities: Why negative leverage is becoming a permanent challenge for new builds and how developers can navigate an oversupplied market .
Industry Milestones: Noah Starr (Tract IQ) welcomes a newborn daughter, and the SSA officially adds our Prayer Breakfast to the March schedule in San Antonio .
Faith in Ops: Jesse Lamb discusses how her faith has been the anchor in her transition from operations at Strat to her new role at NodaFI.

Tune in for the data, the leadership shifts, and the community updates you need to stay ahead in 2026.

Connect with Thaddeus Campbell (S3 Partners):
thaddeus@s3.partners
https://www.linkedin.com/in/itsthadcampbell/

This episode was brought to you by:
https://pbbrown.com/

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Is a $6M lawsuit against extra space a sign of more to come in NYC.

Saison 2 · Épisode 4

vendredi 13 février 2026 • Durée 30:19

I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I dive deep into the multimillion-dollar lawsuit filed by New York City against Extra Space Storage . I analyze the allegations of deceptive pricing and the potential "ripple effect" this could have on how every major operator manages their same-store NOI growth .

In this episode, I also cover:

Operational Consolidation: Why Anytime Storage and The Storage Manager are merging to create a more powerful third-party management platform

Data Transparency: Why Tract IQ's new CMBS data is seeing record adoption among developers and acquisitions teams .

The Capital Market Forecast: I share competing visions for the 10-year Treasury from Tom Sherlock (Talonvest) and Adam Trosso (Next Century Self Storage) .

Faith in the Metroplex: Logan Freeman discusses how he integrates his convictions into his day-to-day business dealings .

The Heart of Storage: A heavy-hearted update on Denee Burns and how we can support a beloved member of our industry .

Support Denee's Burns GoFundMe:

https://www.gofundme.com/f/help-denee-access-lifesaving-cancer-treatment?attribution_id=sl:ab12ea43-a3ea-47dd-b3ba-6d1e6069e89c&lang=en_US&ts=1770839841&utm_campaign=fp_sharesheet&utm_content=amp17_control&utm_medium=customer&utm_source=copy_link

This episode was brought to you by:

https://pbbrown.com/
https://s3.partners/

Connect with Thaddeus Campbell:

thaddeus@s3.partners

The largest deal in 3 years sees Manhattan Mini Storage hit the boroughs

Saison 2 · Épisode 3

vendredi 6 février 2026 • Durée 24:57

Is New York City still the "Stronghold Market" for big equity?

I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I break down the news that StorageMart has acquired a 15-asset NYC portfolio for a reported $1.05 billion . I discuss what this means for the Manhattan Mini Storage brand and why institutional capital is becoming increasingly "picky" about the deals it pursues.

In this episode, I also cover:

A Legend's Perspective: I am joined by Ken Woolley, the founder of Extra Space, who shares how he built a storage empire over five decades and why he isn't waiting for rates to drop back to 2021 levels .

Institutional Moves: The details on CubeSmart's $250M joint venture with CBRE and what it signals for management-led growth .

The 10-Year Treasury Trap: Why Tom Sherlock and other capital market leaders see 6% to 6.5% interest rates as the long-term norm

Youth in Storage: Maggie Bodie and the YLG's mission to bridge the link to the industry's future .

Faith & Resilience: Therald Kimball shares his story of faith-driven leadership in the construction sector .

Tune in for a deep dive into the high-level transactions and historical perspectives that are shaping the self-storage industry in 2026.

Connect with Thaddeus Campbell:
https://www.linkedin.com/in/itsthadcampbell
thaddeus@s3.partners

This episode was brought to you by:

S3 Partners
https://www.s3.partners

Johnson Insurance
https://gojohnsoninsurance.com/self-storage-insurance/?utm_source=s3partners&utm_medium=social&utm_campaign=jisselfstorage

Three leading men in Self Storage Brokerage break down 2025 and preview 2026

Saison 2 · Épisode 2

vendredi 30 janvier 2026 • Durée 38:03

Is the storage market finally meeting in the middle?

In this episode of Storage Unlocked, I bring together three of the most prolific brokers in the industry: Nathan Coe, Kevin Bledsoe, and Frank DiSalvo. We pull back the curtain on the "P&Ls most people never see" to tell you exactly where the transaction market is headed in 2026.

In this episode, we cover:

- Why the disconnect between buyers and sellers is finally starting to close, even as cap rates remain compressed against interest rates.

- Why the "overbuilding" in growth markets like Atlanta and Phoenix is pushing smart capital toward the Mid-Atlantic and Northeast.

- Why the industry continues to build at record levels despite saturation and how "barrier-to-entry" topography is the new holy grail.

- Why "putting a number on paper" (even if you're far apart) is the only way to get a deal done in 2026.

Tune in to get the "Alpha Unit" of market data from the brokers living in the trenches every day.

Connect with Thaddeus Campbell (S3 Partners):

thaddeus@s3.partners
https://www.linkedin.com/in/itsthadcampbell/

Connect with our guests:
Frank DeSalvo - frank.desalvo@franklinst.com
Kevin Bledsoe - kevin.bledsoe@marcusmillichap.com
Nathan Coe - nathan.coe@marcusmillichap.com

This episode was brought to you by:   TractIQ -

Noah Starr and TractIQ are reinventing what it means to underwrite SelfStorage

Saison 2 · Épisode 1

vendredi 23 janvier 2026 • Durée 33:39

I am your host, Thaddeus Campbell, and I am kicking off 2026 with an episode that changes the rules of self-storage forever. I am joined by Noah Starr (CEO of Tract IQ) to unveil a massive data drop: verified, borrower-reported occupancy and financial performance for $40 billion in assets. No more "guessing" achieved rates or NOI margins.

In this episode, I also cover:

Major Acquisitions: The details behind Janus International's $97.2 million purchase of Kiwi II Construction and why the founders are staying on to lead.
The Tech Race: Cubby secures a $63 million Series A led by Goldman Sachs—I explain why capital is flooding into AI-native property management.
Market Tensions: How political pressure on the Federal Reserve is causing a flight to safety and pushing the 10-year Treasury higher.
The Extra Space Playbook: I caught up with new President Noah Springer in Colorado to talk succession, saturation, and their 12% stock price rally.
Faith & Business: Terry Campbell of Johnson Insurance joins me to discuss the practical integration of faith in a 30-year storage career.

Tune in for the inaugural episode of the show where we unlock the real numbers behind the deals.

Connect with Thaddeus Campbell:

S3 Partners: s3.partners
LinkedIn: linkedin.com/in/itsthadcampbell/

Our Featured Partners:

Tract IQ: Get verified occupancy data at tractiq.com
Johnson Insurance: Get a risk assessment at:

Kiwi II Construction sells to Janus International in the first huge Storage transaction of 2026.

Saison 1 · Épisode 33

samedi 17 janvier 2026 • Durée 26:25

Self-storage is entering a new era, and so is this podcast.

In this episode, I break down the $97.5 million acquisition of Kiwi II by Janus International and what it means for the future of steel pricing and construction . We also go one-on-one with Noah Springer, the new President of Extra Space, to discuss their aggressive ECRI policies and why market saturation is forcing a "rate-cutting" hand in certain MSAs .

We also cover:

-The REIT Stock Surge: Why 2026 has started with a 12-17% rally for major storage stocks .

-Macro Tensions: The ongoing battle between the White House and the Fed, and why investor sentiment on the 10-year Treasury is currently "shaky" .

-AI & The Entrepreneur: Kusiima Boswell (Terrakotta) shares how he integrates his faith into building a game-changing AI dialer for the real estate space .

-The Rebrand: I announce the transition of the show to its new name: STORAGE UNLOCKED.

Tune in to catch the final "Report" and join us for the debut of Storage Unlocked next week!

Connect with Thaddeus Campbell (S3 Partners):
thaddeus@s3.partners
https://www.linkedin.com/in/itsthadcampbell/

Terrakotta AI
https://www.terrakotta.ai/

This episode was brought to you by Tractiq: https://tractiq.com/tssr

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Extra Space has named Chief Strategic Officer Noah Springer their new President

Saison 1 · Épisode 32

vendredi 9 janvier 2026 • Durée 21:42

In this episode, I recap the NYSSA Investment Forum in New York, where over 350 industry leaders converged to discuss the future of the asset class. We break down the news of Noah Springer's promotion to President of Extra Space and what it signals for the future of the REIT.

We also cover:

The Moody's Outlook: Why we may face a five-year stagnation in home movement and what that means for storage demand

Refinancing Distress: The rise of "Bridge-to-Bridge-to-Bridge" loans as 2021/2022 projects struggle to meet pro formas in a high-rate environment.

REIT Spending Spree: Public Storage breaks $1 Billion in year-end acquisitions, while SmartStop and U-Haul aggressively expand north of the border.

AI Evolution: Jacob Pandel (Notify) discusses why AI is great for data but still miles behind humans when it comes to strategy and sales.

Faith in Leadership: Stan Bonilla (Safeguard) shares how his faith impacts his role as a Senior VP in one of the industry's most respected firms.

Tune in for the most consequential data from the heart of the industry.

Connect with Thaddeus Campbell (S3 Partners):

https://www.linkedin.com/in/itsthadcampbell/

This episode was brought to you by:

QuikStor
https://quikstor.com/

Tractiq
https://tractiq.com/tssr

Johnson Insurance
https://gojohnsoninsurance.com/self-storage-insurance/?utm_source=s3partners&utm_medium=social&utm_campaign=jisselfstorage

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