Explore every episode of the podcast Storage Unlocked
| Title | Pub. Date | Duration | |
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| What is AI really doing in Self Storage? We asked three of the leaders in the space. | 13 mars 2026 | 00:43:41 | |
Are we all going to be replaced by robots by 2030? 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 . 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. | |||
| Earnings calls report stable core assets, meanwhile REIT stocks skyrocket | 06 mars 2026 | 00:32:24 | |
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 . 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 . 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/ This episode was brought to you by: | |||
| The Lay of Land for Self Storage from three industry giants. | 27 févr. 2026 | 00:51:39 | |
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 . 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 . | |||
| One of the bright lights of the Storage Industry passes away | 20 févr. 2026 | 00:27:35 | |
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 .
Tune in for the data, the leadership shifts, and the community updates you need to stay ahead in 2026.
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| Is a $6M lawsuit against extra space a sign of more to come in NYC. | 13 févr. 2026 | 00:30:19 | |
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 Support Denee's Burns GoFundMe: | |||
| The largest deal in 3 years sees Manhattan Mini Storage hit the boroughs | 06 févr. 2026 | 00:24:57 | |
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 .
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| Three leading men in Self Storage Brokerage break down 2025 and preview 2026 | 30 janv. 2026 | 00:38:03 | |
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): | |||
| Noah Starr and TractIQ are reinventing what it means to underwrite SelfStorage | 23 janv. 2026 | 00:33:39 | |
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:
Tune in for the inaugural episode of the show where we unlock the real numbers behind the deals. Connect with Thaddeus Campbell:
Our Featured Partners:
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| Kiwi II Construction sells to Janus International in the first huge Storage transaction of 2026. | 17 janv. 2026 | 00:26:25 | |
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" .
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| Extra Space has named Chief Strategic Officer Noah Springer their new President | 09 janv. 2026 | 00:21:42 | |
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 Connect with Thaddeus Campbell (S3 Partners): https://www.linkedin.com/in/itsthadcampbell/
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| Blackrock just hit 9 figures with one Self Storage Investment | 02 janv. 2026 | 00:28:32 | |
In our final episode of 2025, I break down the headline news: BlackRock has deployed $101.5 million to refinance a self-storage portfolio, signaling that smart money is still bullish on the sector despite interest rate headwinds. We also discuss:
Tune in for the data you need to close out the year and prepare for a profitable 2026! | |||
| A definitive rise in storage transactions as 2025 comes to a close. | 26 déc. 2025 | 00:26:53 | |
In this episode, I break down the end-of-year data revealing a 20% jump in self-storage transaction volume, driven largely by Public Storage's $631 million spending spree. We analyze why cap rates remain stubbornly low (in the 5s) despite high interest rates and what that signals for 2026. We also cover:
Tune in for the regulatory and financial updates you need to start 2026 on the right foot! | |||
| Capital Markets Roundtable: The Truth About Lending in 2026 | 19 déc. 2025 | 00:35:04 | |
In this special roundtable episode, we are joined by three of the industry's top capital markets experts: Anna Siradze-Herdina (Talinvest), Andy Bratt (Gantry), and Cody Baker (Baker Capital Partners). We pull back the curtain on what lenders are really thinking as we close out 2025. We cover:
Tune in for a masterclass on how to get your self-storage deal funded in the new year. Our Title Sponsor: QuikStor: Go to https://quikstor.com/ for a free demo! | |||
| What does a .25% Federal Fund Rate cut mean for Self Storage? | 12 déc. 2025 | 00:27:34 | |
In this episode, Thaddeus Campbell breaks down the Federal Reserve's quarter-point rate cut and the surprise guidance that only one more cut is expected in 2026. We discuss how the Fed's new $40 billion treasury buyback program is designed to flood banks with liquidity—and what that means for your ability to get a loan . We also cover: The Lending Data Anomaly: We dissect why construction lending surged in 2024 despite a slowdown in project deliveries, questioning if this signals a hidden boom or a market misalignment . Connect with Thaddeus Campbell (S3 Partners): https://www.linkedin.com/in/itsthadcampbell/ Connect with Chris Berg (Abernathey Development): https://www.linkedin.com/in/chrisbergreal/
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| Brett Henry's Operations Excellence led him to develop Storages premier software management system | 05 déc. 2025 | 00:33:55 | |
In this episode, we are joined by Brett Henry, CEO of Trojan Storage and the visionary new owner of QuikStor. Brett shares his masterclass in operations, detailing how he went from managing a 12-site portfolio to a $245 million exit, and why he's now betting big on software. We discuss:
Tune in to hear how one of the industry's best operators is building the tools to help you win. Connect with Brett Henry: QuikStor: QuikStor.com Connect with Thaddeus Campbell (S3 Partners): https://www.linkedin.com/in/itsthadcampbell/ Connect with Chris Berg (Abernathey Development): https://www.linkedin.com/in/chrisbergreal/ This episode was brought to you by: | |||
| TSSR reports on the incredible long term performance of storage | 28 nov. 2025 | 00:30:22 | |
In this episode, we break down the blockbuster report from Heitman (managing $48B in assets) which confirms that self-storage has outperformed multifamily, industrial, office, and retail over the last 15 years. We discuss why thinking in "50-year asset" terms is the key to generational wealth. Tune in for the data you need to make smart investment decisions this holiday season! Connect with Thaddeus Campbell (S3 Partners): Connect with Chris Berg (Abernathy Development): This Episode was brought to you by:
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| Making sense of ground up construction in self storage | 21 nov. 2025 | 00:47:23 | |
The days of "throwing a dart at a map" are over. In this special roundtable episode, we (Chris and Thad) sit down with Lauren Feeney (Trojan Storage) and Cam Paktinat (DXD Capital) to pull back the curtain on the current state of self-storage development. We cover:
If you are buying dirt or building storage, this conversation is essential listening. Connect with Thaddeus Campbell (S3 Partners): https://www.linkedin.com/in/itsthadcampbell/ Connect with Chris Berg (Abernathey Development): https://www.linkedin.com/in/chrisbergreal/
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| Do $2B of extended CMBS loans pose a threat to Storage? | 14 nov. 2025 | 00:37:28 | |
We're tackling the biggest market risks this week! We discuss the proposal for a 50-year mortgage as a desperate measure to keep the housing market afloat, which we view as a critical signal of a system under enormous financial pressure, consistent with the 18.6-year real estate cycle. The Biggest Threats:
And finally, Chris shares an incredibly powerful personal story from his Homes for Hope trip to Mexico, reinforcing our belief that business success is about more than just making money, it's about serving a higher purpose. Connect with Thaddeus Campbell (S3 Partners): https://www.linkedin.com/in/itsthadcampbell/ Connect with Chris Berg (Abernathey Development): https://www.linkedin.com/in/chrisbergreal/
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| TractIQ's Noah Starr Delivers Q3 Earnings Insights! | 07 nov. 2025 | 00:47:38 | |
The Q3 REIT Earnings are in! We break down the true meaning of the latest financial reports with Noah Starr, CEO of Tract IQ and former institutional investor. Noah drops the bombshell: the real issue isn't Extra Space's controversial ECRI strategy; it's widespread oversaturation and poor capital allocation In this episode, we discuss:
Tune in for the unfiltered truth about where the self-storage market is headed! Connect with Thaddeus Campbell (S3 Partners): https://www.linkedin.com/in/itsthadcampbell/ Connect with Chris Berg (Abernathey Development): https://www.linkedin.com/in/chrisbergreal/
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| Storage Stocks dropped sharply before and after Q3 Earnings. What caused it and what does it mean? | 31 oct. 2025 | 00:33:48 | |
We're breaking down the earnings calls! We analyze Public Storage's surprising flat NOI and Extra Space's nine months of negative NOI. In this episode, you'll hear:
Connect with Chris Berg: | |||
| We hear from Noah Springer CSO of Extra Space about ECRI's, Covid and SB 709 | 24 oct. 2025 | 00:32:15 | |
We sat down with Noah Springer, the Chief Strategy Officer of Extra Space, for a direct, uncensored conversation about the company's controversial ECRI (Existing Customer Rate Increase) strategy and the power of their data-driven pricing model. In this episode, you'll hear:
Connect with Thaddeus Campbell (S3 Partners): Connect with Chris Berg (Abernathy Holdings): Find the Show on YouTube:
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| What does CA Senate Bill 709 mean for the Storage Industry | 17 oct. 2025 | 00:37:24 | |
California's New Law Just Raised Everyone's Rates: Here's Why In this critical episode, we dive deep into the impact of California's new self-storage disclosure law, SB 709, which has been signed by Governor Newsom. We reveal why this bill designed to protect consumers will actually force operators like Extra Space to eliminate low introductory rates and charge a higher rate from day one, ultimately costing many customers more money. We also cover the essential financial and political truths:
Tune in to get the analysis you need to navigate the political and financial pressures facing self-storage. Connect with Thaddeus Campbell (S3 Partners): Connect with Chris Berg (Abernathy Holdings): This episode was brought to you by: | |||
| Terry Campbell brings a sliver of hope to operators on skyrocketing insurance costs | 10 oct. 2025 | 00:36:56 | |
We start with a major market signal: Treasury Secretary Scott Bessent is pushing for deregulations, a move that, according to the 18.6-year real estate cycle thesis, could ignite the final speculative boom before a major crash in late 2026. We welcome self-storage icon Terry Campbell (Jonhson Insurance) as our new insurance partner to discuss why costs are soaring due to catastrophic losses. In this episode, we discuss:
Tune in for an in-depth analysis of the current market and a roadmap for investing in hard assets! Connect with Chris Berg (Abernathy Holdings): Connect with Thaddeus Campbell (S3 Partners): Our Insurance Partner (Terry Campbell):
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| Another big merger in Self Storage and updates from NYSSA! | 03 oct. 2025 | 00:35:11 | |
We're Just Going to Say It: Your Insurance Costs Have DOUBLED We are back from the New York SSA Fall Conference, and we're bringing you the most critical takeaways you need to navigate the next 18 months. This episode is packed with insider info on the legal and financial forces reshaping the self-storage landscape. Here's what we uncovered:
Tune in now for an essential look at the operational, financial, and legal landscape of self-storage over the next 12-18 months! Connect with Thaddeus Campbell (S3 Partners): Connect with Chris Berg (Abernathy Holdings): Find the Show on YouTube:
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| Self Storage could use some good news from housing, will it get it? | 26 sept. 2025 | 00:30:05 | |
Today are breaking down the Federal Reserve's recent 25 basis point rate cut. They get into the tough questions, like why the 10-year Treasury is rising and what that could mean for mortgage rates and the self-storage industry. They also discuss key economic data points that suggest we could be heading for a downturn similar to 2008. In this episode, you'll hear about:
Tune in for a candid and informative chat that helps you understand the current pulse and future direction of self-storage! Connect with Thaddeus Campbell:
Connect with Chris Berg:
https://tractiq.com/ | |||
| Navigating FED Rate Cuts | 19 sept. 2025 | 00:28:30 | |
Hey there, and welcome to The Self Storage Report, broadcasting live from Italy! We are breaking down the Federal Reserve's recent 25 basis point rate cut. They get into the tough questions, like why the 10-year Treasury is rising and what that could mean for mortgage rates and the self-storage industry. They also discuss key economic data points that suggest we could be heading for a downturn similar to 2008. In this episode, you'll hear about:
Tune in for a candid and informative chat that helps you understand the current pulse and future direction of self-storage! Connect with Thaddeus Campbell:
Connect with Chris Berg:
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| Job Market Shock: What it Means for Self-Storage | 12 sept. 2025 | 00:32:54 | |
We're starting this episode with some major news: the US government just revised job numbers downward by nearly a million jobs, a shocking development that signals significant economic softness. Your hosts, Chris Berg and Thaddeus Campbell, break down what this means for the economy and the self-storage industry. We also explore the growing impact of AI on the job market and its role in displacing workers, which could paradoxically lead to more self-storage demand. The conversation delves into the crucial decisions facing the Federal Reserve and the insights from industry CEOs on how to navigate today's competitive landscape. In this episode, you'll hear about:
Tune in for a candid and informative chat that helps you understand the current pulse and future direction of self-storage! Connect with Thaddeus Campbell:
Connect with Chris Berg:
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| Cautious Optimism or beating your head against the wall with a smile | 05 sept. 2025 | 00:27:38 | |
In this special episode, your hosts Chris Berg and Thaddeus Campbell are joined by guest Noah Starr, CEO of TractIQ, to give you a front-row seat to the conference. We discuss the key takeaways, from the surprising level of optimism to the stark reality that self-storage development has "never been this hard". We also explore the reasons behind this difficulty, including a lack of data transparency and the macroeconomic headwinds. Plus, we share a deeply personal conversation about faith, community, and the importance of personal responsibility in navigating today's challenging world. In this episode, you'll hear about:
Tune in for a candid and informative chat that helps you understand the current pulse and future direction of self-storage! Connect with Thaddeus Campbell:
Connect with Chris Berg:
Connect with Our Guest, Noah Starr:
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| Are Storage REITs Pivoting from Acquisitions to Lending? | 29 août 2025 | 00:34:18 | |
We're kicking off with a huge number: $800 million, the amount Extra Space is looking to raise in notes. This move, along with SmartStop's $500 million in Maple Bonds, suggests that some of the industry's biggest players are preparing to make some serious moves in the market. We also explore a fascinating story Chris uncovered using AI about a California city council meeting. The city of Cerritos is considering lifting a cap on the number of self-storage businesses, a move that could be a win for both developers and consumers. In this episode, you'll hear about:
Tune in for a candid and informative chat that helps you understand the current pulse and future direction of self-storage! Connect with Thaddeus Campbell:
Connect with Chris Berg:
This episode was brought to you by: | |||
| Housing Market Slowdown & The Fed: Is Warren Buffett Signaling a Shift? | 22 août 2025 | 00:30:04 | |
This episode is packed with a truly shocking stat: the percentage of Americans moving is at its lowest point since 1948. We explore why this is happening and what it means for the self-storage industry, which is deeply tied to the moving process. We also discuss a few other major topics, including an exclusive clip with Alex Burnham from StorageMart, a deep dive into Warren Buffett's recent investments, and an analysis of homebuilders' desperate attempts to sell their inventory. In this episode, you'll hear about:
Tune in for a candid and informative chat that helps you understand the current pulse and future direction of self-storage!
Connect with Chris Berg:
Our Data Partner, TractIQ:
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| Challenges for Self Storage Acquisitions | 15 août 2025 | 00:32:36 | |
This episode is packed with insights from SmartStop's latest earnings, a deep dive into what's happening on the ground, and a conversation with industry leaders like Alex Burnham and Michael Schwartz. We talk about why the market is a "shrinking" one, why experience is key, and how some developers are finding new opportunities in challenging environments . In this episode, you'll hear about:
Tune in for a candid and informative chat that helps you understand the current pulse and future direction of self-storage! Connect with Us: Thaddeus Campbell:
Connect with Chris Berg:
Connect with Our Data Partner, TractIQ:
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| REIT Earnings Under the Microscope! | 08 août 2025 | 00:45:01 | |
In this episode, we're joined by a special guest, Noah Starr, CEO of TractIQ, to break down the latest earnings from the top self-storage REITs. With all four reporting negative NOI growth for Q2, we'll get into the data and discuss why this is happening and what it means for everyone in the industry. We dive deep into the numbers on occupancy and rent, explore the impact of development lags, and talk about the competitive advantages of big players. Noah also shares what he's hearing on the ground, from the challenges of raising capital to cities like LA softening their stance on self-storage projects. In this episode, you'll hear about:
Tune in for an insightful, data-driven conversation with a top industry expert! Connect with Us: Thaddeus Campbell:
Connect with Chris Berg:
Connect with Our Guest, Noah Starr:
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| AI is changing the Game of Search | 01 août 2025 | 00:38:18 | |
In this episode, we're giving you the inside scoop on the latest earnings from Public Storage and Extra Space. We'll talk about why the market reacted so strongly, what's happening with self-storage rates, and the bigger picture of how things like rising property taxes and global economics are affecting the industry. We're also diving into a fascinating stat about the speed of AI adoption and how it's changing how consumers search for storage. Plus, we'll get into why some markets are hot and others are struggling, and we'll share why we still believe in a long-term bullish outlook for self-storage. In this episode, you'll hear about:
Tune in for a candid, data-driven chat that helps you stay ahead in the self-storage game! Connect with Us: Thaddeus Campbell:
Chris Berg:
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| Self Storage is a Get Rich Slow Game | 25 juil. 2025 | 00:46:34 | |
This episode is packed with insights from the recent CSSA event and a deep dive into what's really happening in the self-storage industry. We're talking about everything from the surprising downturn in ground-up development to how Millennials are driving future storage demand, and even the exciting ways AI is changing the game for real estate pros. Join us as we discuss the accelerating trend of consolidation, tackle some unexpected legal challenges facing self-storage facilities, and share why building real community and having authentic conversations are more important than ever. Connect with Us: Thaddeus Campbell:
Chris Berg:
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| Is Housing Good For Self-Storage? | 18 juil. 2025 | 00:13:49 | |
Hey there, and welcome to another episode of The Self Storage Report! This time, we're diving deep into the latest on self-storage rates, how the housing market is impacting investments, and an exciting new development: our partnership with Tracked IQ! We're going to unpack the interesting differences between street and web rates, give you our current take on the housing market, and chat about why your engagement helps us all understand where the industry is truly heading. In this episode, you'll hear about:
Join us for a friendly, data-driven conversation that helps you stay ahead in the self-storage game! Connect with Us: Thaddeus Campbell:
Chris Berg:
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| Are Housing Stocks Signaling Trouble Ahead? | 11 juil. 2025 | 00:49:20 | |
Join us as we explore some fascinating insights like square foot per capita projections, what all this supply growth means (especially in those smaller markets!), and why developers need to think about defensive strategies more than ever. We'll also cover demographic shifts that are changing who needs storage, the latest economic indicators, and how third-party management is evolving. Here's what you'll get from this episode:
So, if you're keen on understanding the nitty-gritty dynamics of the self-storage market and what challenges (and opportunities!) lie ahead, this episode is for you. Tune in for a comprehensive yet easy-to-understand chat! Connect with Us: Thaddeus Campbell:
Chris Berg:
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| The pendulum may finally be swinging for development! | 04 juil. 2025 | 00:37:59 | |
Hey there, and welcome to The Self Storage Report! In this episode, we're diving into something super relevant: the intersection of the self-storage market and today's economic trends. Join us as we break down why housing prices are still soaring despite rising interest rates, and how this impacts everything from homeownership to the demand for self-storage. We'll also explore how big investors are shaking up the housing market and what California's new CEQA reforms could mean for future development. Tune in to discover:
Grab your headphones and join us for a friendly, insightful chat about the challenges and opportunities shaping the self-storage landscape. You won't want to miss it! Thaddeus Campbell:
Chris Berg:
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| Home Builders Are Telling Us Something | 27 juin 2025 | 00:31:12 | |
Is the self-storage market about to turn? In this episode, we break down the latest signals from the economy and real estate sector — including what recent GDP numbers, home builder strategies, and land acquisitions mean for the future of self storage. We also talk about the 18.6-year real estate cycle, shifting occupancy trends, and what operators and investors need to watch for as the market evolves. Follow Thaddeus Campbell: Reach Chris Berg: | |||
| The Market's Shifting Fast | 20 juin 2025 | 00:22:17 | |
What's happening in the self storage market right now? In this episode, Thaddeus Campbell and Chris Berg unpack the latest trends in occupancy, pricing, and demand — and how they're all being shaped by broader economic shifts. From rising unemployment to changing housing dynamics, we look at what's holding steady, what's weakening, and where opportunity might show up next. Whether you're an investor, operator, or just watching the real estate cycle closely, this episode is packed with timely insights. Follow Thaddeus Campbell: Reach Chris Berg: | |||
| Demand Finally Bouncing back! | 15 juin 2025 | 00:18:24 | |
Google searches for self-storage are ticking up — and that could mean a shift in the market. In this episode, we (Thaddeus Campbell and Chris Berg) unpack current trends in the self-storage industry, including what rental rates, employment patterns, and search interest are telling us about where things might be headed. We also discuss why institutional capital is returning, how younger demographics are driving demand, and what the slowdown in development means for operators and investors alike. Follow Thaddeus Campbell: Reach Chris Berg: | |||
| Legislative Challenges in Self-Storage | 14 juin 2025 | 00:29:27 | |
New York City wants to cap rental rates in self-storage, and we need to talk about it. | |||