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The Self Storage Report

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by Thaddeus Campbell

5.0(2 reviews)
52 episodes
Updated Daily
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Podcast Overview

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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Publishing Since

6/14/2025

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Recent Episodes

Episode thumbnail for Why NSA Is Trading ABOVE Public Storage's Implied Buyout Price

May 29, 2026

Why NSA Is Trading ABOVE Public Storage's Implied Buyout Price

<p><span data-path-to-node="23,0">I am breaking down the massive macroeconomic and tech shifts defining our asset class in May 2026</span><span data-path-to-node="23,1"><!----><!----><!----> <!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><sup class="superscript"><!----></sup><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----></span><span data-path-to-node="23,2">. From Public Storage's blockbuster $10.5 billion deal to swallow NSA to a jaw-dropping discrepancy in same-store NOI growth, we are looking directly at the data points that prove the three-year downcycle has finally found its bottom</span><span data-path-to-node="23,3"><!----><!----><!----> <!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><sup class="superscript"><!----></sup><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----></span><span data-path-to-node="23,4">.<br /> <br /> <strong>In this episode, I cover:</strong><br /> <br /> <span data-path-to-node="25,0,0,0"><strong data-path-to-node= "25,0,0,0" data-index-in-node="0">The Cap Rate Inversion:</strong> Why active street transactions (like a recent secondary market 6-cap trade in Syracuse) indicate that public REIT stocks are deeply underpriced compared to their real-world property values</span><span data-path-to-node="25,0,0,1"><!----><!----> <!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><sup class="superscript"><!----></sup><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----></span><span data-path-to-node="25,0,0,2">.</span><br /> <br /> <span data-path-to-node="25,1,0,0"><strong data-path-to-node= "25,1,0,0" data-index-in-node="0">SmartStop's Quiet Masterclass:</strong> How the newest public REIT controlled expense growth at just 0.3% to lock in an industry-leading 2% same-store NOI expansion</span><span data-path-to-node="25,1,0,1"><!----> <!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><sup class="superscript"><!----></sup><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----></span><span data-path-to-node="25,1,0,2">.</span><br /> <br /> <span data-path-to-node="25,2,0,0"><strong data-path-to-node= "25,2,0,0" data-index-in-node="0">The Cost of a Cold Winter:</strong> Inside CubeSmart's Q1 earnings drop, where dynamic marketing costs and freezing New Jersey snow removal fees swallowed 20% of their entire quarterly expense growth</span><span data-path-to-node="25,2,0,1"><!----><!----> <!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><sup class="superscript"><!----></sup><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----></span><span data-path-to-node="25,2,0,2">.</span><br /> <br /> <span data-path-to-node="25,3,0,0"><strong data-path-to-node= "25,3,0,0" data-index-in-node="0">Processing Speed as an Alpha Edge:</strong> Noah Starr (Tract IQ) details their massive new update that integrates exact CMBS data with AI workflows to let you screen hundreds of deals in seconds</span><span data-path-to-node= "25,3,0,1"><!----><!----><!----><!----><!----><!----><!----><!----> <!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><sup class="superscript"><!----></sup><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----></span><span data-path-to-node="25,3,0,2">.</span><br /> <br /> <span data-path-to-node="25,4,0,0"><strong data-path-to-node= "25,4,0,0" data-index-in-node="0">Sneak Peeks:</strong> A preview of our upcoming roundtables featuring AI pioneers (Storage Pilot, Lumio, Homegrown Storage) and our Q2 Broker Wrap-up</span><span data-path-to-node="25,4,0,1"><!----><!----> <!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><sup class="superscript"><!----></sup><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----></span><span data-path-to-node="25,4,0,2">.</span><br /> <br /> <span data-path-to-node="26,0">Tune in to get the definitive financial and structural playbook for self-storage and alternative commercial real estate</span><span data-path-to-node="26,1"><!----> <!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><sup class="superscript"><!----></sup><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----><!----></span><span data-path-to-node="26,2">.<br /> <br /></span></span></p> <p class="p1">Connect with Thaddeus Campbell (S3 Partners):<br /> Email: <a href= "mailto:thaddeus@s3.partners">thaddeus@s3.partners</a><br /> LinkedIn: <a href= "https://www.linkedin.com/in/itsthadcampbell/">https://www.linkedin.com/in/itsthadcampbell/</a></p> <p class="p1">This Episode was brought to you by:<br /> <a href="https://pbbrown.com/">https://pbbrown.com/</a><br /> <span style= "font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif;"> <a href="https://s3.partners">https://s3.partners</a></span></p> <p> </p>

Episode thumbnail for Small Bay Institutionalized: Tech-Native Tenants, $40K Cobots, and the Eversource Power Crisis

May 22, 2026

Small Bay Institutionalized: Tech-Native Tenants, $40K Cobots, and the Eversource Power Crisis

<p><span class="citation-631">Are you building a Small Bay Flex portfolio for institutional capital, or are you building it for yourself?</span> <br /> <br /> <span data-path-to-node="21,0"><span class="citation-630">I</span> <span class="citation-630">am your host,</span> <span class= "citation-630">Thaddeus Campbell</span><span class="citation-630">, and in this episode of</span> <span class="citation-630">Storage Unlocked</span><span class="citation-630">,</span> <span class= "citation-630">I</span> <span class="citation-630">sit down with three titans of the industrial flex market:</span> <span class= "citation-630">Brett Turner</span> <span class="citation-630">(BKM Capital Partners)</span></span><span data-path-to-node= "21,3"><span class="citation-629">,</span> <span class= "citation-629">Jeremiah Boucher</span> <span class= "citation-629">(Patriot Holdings)</span></span><span data-path-to-node="21,6"><span class= "citation-628">, and</span> <span class="citation-628">Brian Whitmer</span> <span class="citation-628">(Doors and Spaces)</span></span><span data-path-to-node="21,8">.</span> <span class="citation-627">Together, we pull back the curtain on an asset class experiencing a massive surge in institutional demand.</span><br /> <br /></p> <p data-path-to-node="22"><strong data-path-to-node="22" data-index-in-node="0">In this episode, we cover:</strong></p> <p id="p-rc_32285e506f5e6a02-306" data-path-to-node="23,0,1"> <span data-path-to-node="23,0,1,0"><strong data-path-to-node= "23,0,1,0" data-index-in-node="0"><span class="citation-626">The Management Intensity</span></strong><span class="citation-626">: Why Small Bay remains a full-contact, hand-to-hand combat operations sport where you act as your tenant's outsourced real estate department</span></span><span data-path-to-node= "23,0,1,2">.<br /> <br /> <span data-path-to-node="23,1,1,0"><strong data-path-to-node= "23,1,1,0" data-index-in-node="0"><span class="citation-625">The Power Crunch</span></strong><span class="citation-625">: Why massive tech shifts like robotics and cobot arms are forcing developers to fight utility companies for heavy three-phase power upgrades.</span></span><br /> <br /> <span data-path-to-node="23,2,1,0"><strong data-path-to-node= "23,2,1,0" data-index-in-node="0"><span class="citation-624">The Demographics Matrix</span></strong><span class="citation-624">: How tech-native millennials are dropping the average small business owner age to 45 and shifting the tenant pool toward advanced localized manufacturing</span></span><span data-path-to-node= "23,2,1,2">.</span><br /> <br /> <span data-path-to-node="23,3,1,0"><strong data-path-to-node= "23,3,1,0" data-index-in-node="0"><span class="citation-623">The Fallacy of Kiosks</span></strong><span class="citation-623">: Why B2B tenants refuse to deal with AI automated workflows when a mechanical issue hits their shop floor</span></span><span data-path-to-node= "23,3,1,2">.</span><br /> <br /> <span data-path-to-node="23,4,1,0"><strong data-path-to-node= "23,4,1,0" data-index-in-node="0"><span class="citation-622">The Fund Hustle</span></strong><span class="citation-622">: Brett shares the brutal reality of raising a first-time fund and what it takes to accumulate scale from scratch</span></span><span data-path-to-node= "23,4,1,2">.</span><br /> <br /> <span class="citation-621">Tune in to find out why sticking to a dedicated thesis is the only way to win in a market where prices are high and execution certainty is completely unknown</span><span data-path-to-node="24,3">.</span><br /> <br /> Connect with Thaddeus Campbell (S3 Partners):
<br /> <a href= "mailto:thaddeus@s3.partners">thaddeus@s3.partners</a><br /></span><span data-path-to-node="23,0,1,2"><a href="https://www.linkedin.com/in/itsthadcampbell/">https://www.linkedin.com/in/itsthadcampbell/</a><br /> <br /> Connect with Brett Turner (BKM Capital Partners):
<br /> <a href="mailto:bturner@bkmcp.com">bturner@bkmcp.com</a><br /> <br /> Connect with Jeremiah Boucher (Patriot Holdings)<br /> <a href= "mailto:admin@patriotholdings.com">admin@patriotholdings.com</a><br /> <br /> Connect with Brian Whitmer (Doors and Spaces)<br /> <a href= "mailto:bwhitmer@repropco.com">bwhitmer@repropco.com</a><br /> <br /> This episode was brought to you by:
<br /> <a href= "https://pbbrown.com/">https://pbbrown.com/</a><br /></span></p>

Episode thumbnail for Storage Unlocked recaps all the goings on at the Northeast Storage Expo.

May 15, 2026

Storage Unlocked recaps all the goings on at the Northeast Storage Expo.

<p><span data-path-to-node="19,0"><span class= "citation-552">I</span> <span class="citation-552">am your host,</span> <span class="citation-552">Thaddeus Campbell</span><span class="citation-552">, and in this episode of</span> <span class="citation-552">Storage Unlocked</span><span class="citation-552">,</span> <span class= "citation-552">I</span> <span class="citation-552">am recording live from the</span> <span class="citation-552">Northeast Storage Expo</span> <span class="citation-552">at Foxwoods</span></span><span class= "citation-552 citation-end-552"><sup class="superscript" data-turn-source-index="10"><!----></sup><sup class="superscript" data-turn-source-index="10"><!----></sup><sup class="superscript" data-turn-source-index="10"><!----></sup><sup class="superscript" data-turn-source-index="10"> <!----></sup></span><span data-path-to-node="19,2">. While the data says New England is outperforming the nation, the operators on the ground have a more nuanced story to tell.</span> <span data-path-to-node="19,4"><span class="citation-551">I</span> <span class="citation-551">sit down with industry legends and local power players to discuss how they are navigating legislative challenges and a transaction market that is defying high interest rates</span></span><span class= "citation-551 citation-end-551"><sup class="superscript" data-turn-source-index="11"><!----></sup><sup class="superscript" data-turn-source-index="11"><!----></sup><sup class="superscript" data-turn-source-index="11"><!----></sup><sup class="superscript" data-turn-source-index="11"><!----></sup><sup class="superscript" data-turn-source-index="11"><!----></sup><sup class="superscript" data-turn-source-index="11"><!----></sup><sup class="superscript" data-turn-source-index="11"><!----></sup><sup class="superscript" data-turn-source-index="11"><!----></sup><sup class="superscript" data-turn-source-index="11"> <!----></sup></span><span data-path-to-node="19,6">.<br /> <br /></span></p> <p data-path-to-node="20"><strong data-path-to-node="20" data-index-in-node="0">In this episode, I cover:</strong></p> <p id="p-rc_ceaae7f5e59a7de0-269" data-path-to-node="21,0,1"> <span data-path-to-node="21,0,1,0"><strong data-path-to-node= "21,0,1,0" data-index-in-node="0"><span class="citation-550">The Syracuse Anomaly:</span></strong> <span class="citation-550">Why a recent trade at</span> <span class="citation-550">under a 6% cap</span> <span class="citation-550">on T12 earnings is proof that cash is still king in secondary markets</span></span><span class= "citation-550 citation-end-550"><sup class="superscript" data-turn-source-index="12"><!----></sup><sup class="superscript" data-turn-source-index="12"><!----></sup><sup class="superscript" data-turn-source-index="12"><!----></sup><sup class="superscript" data-turn-source-index="12"><!----></sup><sup class="superscript" data-turn-source-index="12"><!----></sup><sup class="superscript" data-turn-source-index="12"><!----></sup><sup class="superscript" data-turn-source-index="12"><!----></sup><sup class="superscript" data-turn-source-index="12"><!----></sup><sup class="superscript" data-turn-source-index="12"> <!----></sup></span><span data-path-to-node="21,0,1,2">.<br /> <br /> <span data-path-to-node="21,1,1,0"><strong data-path-to-node= "21,1,1,0" data-index-in-node="0"><span class="citation-549">The Death of Fast Lease-ups:</span></strong> <span class= "citation-549">I</span> <span class="citation-549">discuss</span> <span class="citation-549">Lou Barnhole's</span> <span class= "citation-549">warning to newer developers who underestimated their capital reserves during the 2021-2022 underwriting frenzy</span></span><span class= "citation-549 citation-end-549"><sup class="superscript" data-turn-source-index="13"><!----></sup><sup class="superscript" data-turn-source-index="13"><!----></sup><sup class="superscript" data-turn-source-index="13"><!----></sup><sup class="superscript" data-turn-source-index="13"> <!----></sup></span><span data-path-to-node= "21,1,1,2">.</span><br /> <br /> <span data-path-to-node="21,2,1,0"><strong data-path-to-node= "21,2,1,0" data-index-in-node="0"><span class= "citation-548">Operational Necessity:</span></strong> <span class= "citation-548">Why education sessions are now packed with owners looking for "superpowers" to combat stagnant housing movement</span></span><span class= "citation-548 citation-end-548"><sup class="superscript" data-turn-source-index="14"><!----></sup><sup class="superscript" data-turn-source-index="14"><!----></sup><sup class="superscript" data-turn-source-index="14"><!----></sup><sup class="superscript" data-turn-source-index="14"> <!----></sup></span><span data-path-to-node= "21,2,1,2">.</span><br /> <br /> <span data-path-to-node="21,3,1,0"><strong data-path-to-node= "21,3,1,0" data-index-in-node="0"><span class="citation-547">Faith & Leadership:</span></strong> <strong data-path-to-node= "21,3,1,0" data-index-in-node="20"><span class= "citation-547">Shannon Charbonneau</span></strong> <span class= "citation-547">(XPS Solutions) shares how she integrates her convictions into her role as an industry-wide leader</span></span><span class= "citation-547 citation-end-547"><sup class="superscript" data-turn-source-index="15"><!----></sup><sup class="superscript" data-turn-source-index="15"><!----></sup><sup class="superscript" data-turn-source-index="15"><!----></sup><sup class="superscript" data-turn-source-index="15"> <!----></sup></span><span data-path-to-node= "21,3,1,2">.</span><br /> <br /> <span data-path-to-node="21,4,1,0"><strong data-path-to-node= "21,4,1,0" data-index-in-node="0"><span class="citation-546">The Round Table:</span></strong> <strong data-path-to-node="21,4,1,0" data-index-in-node="17"><span class= "citation-546">I</span></strong> <span class="citation-546">explain our new curated peer groups for high-level storage and flex-industrial operators</span></span><span class= "citation-546 citation-end-546"><sup class="superscript" data-turn-source-index="16"><!----></sup><sup class="superscript" data-turn-source-index="16"><!----></sup><sup class="superscript" data-turn-source-index="16"><!----></sup><sup class="superscript" data-turn-source-index="16"><!----></sup><sup class="superscript" data-turn-source-index="16"><!----></sup><sup class="superscript" data-turn-source-index="16"><!----></sup><sup class="superscript" data-turn-source-index="16"><!----></sup><sup class="superscript" data-turn-source-index="16"><!----></sup><sup class="superscript" data-turn-source-index="16"> <!----></sup></span><span data-path-to-node= "21,4,1,2">.</span><br /> <br /> Connect with Thaddeus Campbell (S3 Partners):<br /> Email: <a href= "mailto:thaddeus@s3.partners">thaddeus@s3.partners</a><br /> LinkedIn: <a href= "https://www.linkedin.com/in/itsthadcampbell/">https://www.linkedin.com/in/itsthadcampbell/</a><br /> <br /> This Episode was brought to you by:<br /> <a href="https://pbbrown.com/">https://pbbrown.com/</a><br /> <a href="https://s3.partners">https://s3.partners</a></span></p>

52 total episodes available

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What is The Self Storage Report?

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.

How often does this podcast release new episodes?

This podcast updates daily.

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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

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