Storage Unlocked

Thaddeus Campbell
  • 5.0 (2)
  • BUSINESS NEWS
  • UPDATED WEEKLY

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.

  1. Noah Starr, TractIQ CEO, breaks down the data from a newsworthy Q1 for Self Storage REITs

    2D AGO

    Noah Starr, TractIQ CEO, breaks down the data from a newsworthy Q1 for Self Storage REITs

    Are the days of "speculative underwriting" officially over? I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I am joined by Noah Starr (CEO of Tract IQ) to analyze the Q1 2026 REIT earnings reports . We move past the headlines of the $10.5 billion PSA/NSA merger to look at the raw numbers defining the "institutional era" of self-storage . In this episode, I cover: The Performance Gap: Why Extra Space reported +1.2% same-store NOI growth while Public Storage sat at +0.4%, and what that tells us about their competing bridge lending and third-party strategies . The Cost of Capital: What PSA's $500 million raise at 5% signals for future cap rates and why 2% debt is "far behind us" . Institutionalization: How the "Public 4.0" strategy is bringing massive REIT capital into secondary and tertiary markets for the first time . Verified Data: Noah explains how having access to achieved rates and occupancy for $50B in assets is allowing operators to make "defensible" decisions . Market Cycles: Why today's normalized rates and cash-flowing assets may represent a healthier entry point than the 2021-2022 frenzy . Tune in to get the data you need to thrive in a market that is no longer waiting for interest rates to drop. Connect with Thaddeus Campbell (S3 Partners):
 Email: thaddeus@s3.partners
 Linkedin: https://www.linkedin.com/in/itsthadcampbell/ Connect with Noah Starr (TractIQ)
 Email: noah@tractiq.com
 LinkedIn: https://www.linkedin.com/in/noah-starr/ This Episode was brought to you by:
 https://pbbrown.com  https://s3.partners

    30 min
  2. You Might Also Like: On Purpose with Jay Shetty

    2D AGO ·  BONUS

    You Might Also Like: On Purpose with Jay Shetty

    Introducing Stop Saying Yes When You Want to Say No (Use This Simple Daily Practice to Set Boundaries Without Guilt) from On Purpose with Jay Shetty. Follow the show: On Purpose with Jay Shetty Peace is something we often treat like a destination, something we’ll finally reach once life quiets down, problems fade, and everything feels under control. In this episode, Jay challenges that idea. Peace isn’t something you arrive at, it’s something you build in real time. It’s the ability to stay grounded, even when life isn’t. He explains how peace rarely disappears in one dramatic moment. It fades gradually through small compromises, unspoken truths, tolerated behaviors, and the quiet ways we begin to lose ourselves just to keep everything else running. Over time, those choices add up, leaving us feeling drained without always understanding why. Jay invites us to take a closer look at the hidden cost of your relationships, your work, and even your own thinking. From the emotional weight you carry for others to how tightly your identity is tied to being productive, he shows that a lot of your exhaustion is not just about what you do, it is about what you are constantly holding together. Jay also challenges the idea that loyalty means sacrificing yourself, encouraging a more honest look at the people and patterns in your life. Real peace, as he explains, comes from clarity. It requires the willingness to see things as they are, not just how you wish they were. In this episode you'll learn: How to Identify What’s Draining Your Energy How to Reduce Emotional Labor in Relationships How to Break Free from Family Roles That Exhaust You How to Separate Your Identity from Your Work How to Build Daily Habits That Restore Your Peace If you’ve been feeling overwhelmed, stretched thin, or quietly disconnected from yourself, know that it doesn’t have to stay that way. Peace isn’t something reserved for a different life or a future version of you, it’s something you can begin rebuilding right where you are. With Love and Gratitude, Jay Shetty JAY’S DAILY WISDOM DELIVERED STRAIGHT TO YOUR INBOX Join 900,000+ readers discovering how small daily shifts create big life change with my free newsletter. Subscribe here: https://news.jayshetty.me/subscribe  Check out our Apple subscription to unlock bonus content of On Purpose! https://lnk.to/JayShettyPodcast  What We Discuss: 00:00 Intro 00:24 Reclaim Your Peace 03:59 When Family Dynamics Start Draining You 06:58 Choosing Depth Over More Friends 09:58 Who Are You Without What You Do 11:31 The Pressure to Always Be Available 14:51 How You Might Be Undermining Your Own Peace 18:05 #1: Identify What’s Quietly Draining You 19:25 #2: Build a Non-Negotiable Anchor for Peace 20:41 #3: Learning to Disappoint Without Guilt 22:23 #4: Designing a Space That Protects Your Energy 23:08 #5: The Power of Doing Nothing See omnystudio.com/listener for privacy information. DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

  3. Three of the Best Private 3rd Party Operators Reveal the Reality of AI in Storage Ops.

    MAY 1

    Three of the Best Private 3rd Party Operators Reveal the Reality of AI in Storage Ops.

    Are you a "partner" with your management company, or just a line item on a shareholder report? . I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I am joined by Peter Smyth (White Label Storage), Melissa Stiles (Storage Asset Management), and Ronna Siegel (StorQuest) . We tackle the changing landscape of third-party management in an era where Public Storage is buying NSA and StorageMart is making billion-dollar moves in New York . In this episode, I cover: The Scaling Secret: How technology allows private operators to manage hundreds of stores with the precision of a single-site owner . AI Efficiency: Why automating delinquency calls and payment collections is the easiest way to immediately improve your bottom line . The Pricing War: A deep dive into the 1% NOI growth gap between the top REITs and why some pricing strategies create a "death spiral" of churn and bad reviews . Personalization over Kiosks: Why the "10,000 layers" of a REIT can't compete with the personalized communication of a dedicated third-party firm . The Path Forward: Why 2026 search trends and occupancy data suggest the industry is finally turning the corner . Tune in to learn how to weaponize AI and local market expertise to outperform the giants of self-storage. Connect with Thaddeus Campbell (S3 Partners): Email: thaddeus@s3.partners LinkedIn: https://www.linkedin.com/in/itsthadcampbell/ Connect with Peter Smyth (White Label Storage): Email: peter@whitelabelstorage.com LinkedIn:https://www.linkedin.com/in/peter-smyth-15142484/ Connect with Melissa Stiles (Storage Asset Management): Email: mstiles@storageasset.com LinkedIn: https://www.linkedin.com/in/melissastiles/ Connect with Ronna Siegel (StorQuest/William Warren Group): Email: rsiegel@williamwarren.com LinkedIn: https://www.linkedin.com/in/rona-siegel-8969313/ This Episode was brought to you by:  https://pbbrown.com/ https://s3.partners

    51 min
  4. The Self Storage Industry hits the main stream of CRE with feature article in Wall Street Journal

    APR 24

    The Self Storage Industry hits the main stream of CRE with feature article in Wall Street Journal

    I am breaking down a monumental week where the self-storage industry took center stage in the Wall Street Journal . From the "tipping point" of municipal pushback to the surprising double-digit surge in storage REIT stocks, I dive into the data that shows why this asset class is defying broader economic trends . I also have a massive announcement for the S3 Partners community. After 10 months of development, Barry Sherman and I are officially launching The Round Table, a series of curated, high-level peer groups designed to help developers, owners, and architects level up their game through real-world feedback . Episode Highlights: The Wall Street Journal Feature: I analyze the "irony" of municipalities pushing back on storage while usage hits record highs . Noah Star (Tract IQ) reveals that 12% of Americans now use storage, with Millennials and Gen Z leading the charge at 16% . Legends in the Spotlight: Hear why icons like Maurice Picotta and legal legend Scott Zucker believe that superior design and flexible planning departments are the keys to overcoming modern development hurdles . REIT War Chests: SmartStop announces a $100 million JV with bridge lender AXCS Capital . This brings the total capital raised by REITs for acquisitions and lending to $1.7 billion in less than a year . The Stock Market Surge: I look at why NSA is up 54%, and Public Storage is up 19% year-to-date, despite a "bad news" backdrop in the housing market . Housing Market Reality Check: Median home prices are up over $5,000, and with mortgage rates ticking back to 6.37%, the cost of a 30-year loan has jumped by $31,000 for the average buyer . Introducing The Round Table: I reveal the structure of our new mastermind groups—nine members, once-a-month curated meetings, and a focus on solving the specific challenges of storage and flex-industrial operators . Connect with Thaddeus Campbell (S3 Partners): Email: thaddeus@s3.partners Linkedin: https://www.linkedin.com/in/itsthadcampbell/ This Episode was brought to you by: https://pbbrown.com/

    23 min
  5. Take a Master Class from three of the most experienced minds in Small Bay Flex.

    APR 17

    Take a Master Class from three of the most experienced minds in Small Bay Flex.

    I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I am joined by a "superhero lineup": Barry Sherman (S3 Partners), Wayne Woolsey (Kiwi II Steel), and Cody Payne (Flex Parks USA). We pull back the curtain on an asset class that is currently outperforming storage in development returns and attracting massive attention from both private equity and local entrepreneurs . In this episode, we cover: The "Adolescent" Asset Class: Why Small Bay Flex has a "long way to go" and how to capitalize on the current supply-demand imbalance . Tenant Diversification: How "Answer Engine Optimization" and social media have allowed retail-style tenants to move into cheaper flex space . Critical Design Choices: Why unit flexibility and separation of utilities are vital for re-tenanting without blowing your budget on TI . The Cost of Verticality: Understanding how wind loads and larger door guides add to your steel costs as you grow from 16ft to 20ft clear height . Site Selection Savvy: Why you should look for "roofs and red dirt"—targeting sites across from HOA communities with restrictive parking rules . Tune in to find out why the "Speedboat" flexibility of Small Bay Flex is making it the smartest play in the 2026 commercial real estate market. Connect with Thaddeus Campbell: https://www.linkedin.com/in/itsthadcampbell/ thaddeus@s3.partners Connect with Barry Sherman: https://www.linkedin.com/in/barry-s-27b024a/ barry@s3.partners Connect with Wayne Woolsey: https://www.linkedin.com/in/waynewoolsey/ wayne.woolsey@kiwisteel.com Connect with Cody Payne: https://www.linkedin.com/in/codypayne/ cody@flexparksusa.com This episode was brought to you by: https://pbbrown.com/

    53 min
  6. Another Half Billion in Storage Capital and the 1st C-Suite Head of AI in the Industry

    APR 10

    Another Half Billion in Storage Capital and the 1st C-Suite Head of AI in the Industry

    Has the self-storage market finally found its bottom? I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I break down Public Storage's latest $500 million capital raise and what it signals for their aggressive 2026 expansion plans . I also explore a pivotal moment in industry history: 10 Federal hiring a Chief AI Officer out of Nvidia to build a foundation for the next era of storage operations . In this episode, I cover: The Development pullback: I am joined by Austin McLeod to discuss why rising rates and slow movement have finally throttled the ground-up development frenzy . Institutional Aggression: How REITs have raised over $1.7 billion recently for the specific purpose of devouring market share . Foundational AI: Why Christopher Taylor and Andrew Kapranos believe the "bolt-on" tech strategy is destined for failure . Community & Faith: Jane Sauls shares an inspirational story of resilience and faith-driven leadership. Tune in for the news and data you need to stay ahead of the massive consolidation currently reshaping our asset class. Connect with Thaddeus: thaddeus@s3.partners https://www.linkedin.com/in/itsthadcampbell/ This episode was brought to you by: https://pbbrown.com/

    24 min
  7. Where is Storage Headed

    APR 3

    Where is Storage Headed

    In this episode of Storage Unlocked, I am joined by guest host Tim Kane (co-founder of StorPro). We break down a year that has already seen a $10.5 billion merger and multiple nine-figure acquisitions, leaving independent operators wondering how to survive the institutional era. In this episode, I cover: The "Professional Storage" Pivot: Tim explains why he shifted from traditional storage to StorPro, a B2B model focused on contractors and luxury hobbyists with 0% delinquency. Macro Stability: Why 0% home price growth and steady interest rates are finally pushing home buyers and renters off the sidelines after three years of waiting . Efficient Development: The blueprint for 90,000+ sq ft facilities that use simple construction to keep hard costs low while providing high-end amenities like member clubhouses. The "Gestalt" Advantage: Why you should never be a "one-man band" in entrepreneurship and the power of the Scott Myers Mastermind community. Faith in Business: A special segment with Scott Myers on leading with faith as we head into Easter weekend. Tune in to learn why "niching down" is the most intelligent move you can make in the 2026 storage market. Connect with Thaddeus Campbell: https://www.s3.partners https://www.linkedin.com/in/itsthadcampbell Connect with Tim Kane: https://storpro.com/ tim.kane@storpro.com This episode was brought to you by: https://pbbrown.com/

    42 min
  8. Technology may be taking over, but our Operator Roundtable was clear on what the goal needs to be!

    MAR 27

    Technology may be taking over, but our Operator Roundtable was clear on what the goal needs to be!

    In this episode of Storage Unlocked, I bring together Shannon Charbonneau (XPS Solutions), Adam Wagner (Anytime Property Storage Management), and Gabriel Luna (Durell's Mini Storage) to look at the "boots on the ground" reality of running facilities in 2026 . We discuss the massive wave of REIT consolidation and how small-to-medium operators can actually use technology to beat the giants at their own game . In this episode, we cover: The Human Element: Why technology should supplement, not replace, the "concierge level" service that makes self-storage a people-centric business . The Cost of Silence: Shannon breaks down why every missed phone call is a potential $95 marketing loss and a missed opportunity for a long-term tenant . Tech Debt vs. Innovation: Why having "tech debt" from the mid-2010s might actually put older operators at a disadvantage compared to those starting fresh with AI-native tools today . Legislative Threats: Why price-cap proposals in states like New York are a wake-up call for every owner in the country to get involved in their local associations . Marketing with AI: Gabriel explains why you don't need a massive marketing budget if you have the "courage to pioneer" and experiment with the data you already own. Tune in to learn how to modernize your operations without losing the personal touch that builds long-term value. This episode was brought to you by: https://pbbrown.com/

    57 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Creator
    Thaddeus Campbell
  • Years Active
    2025 - 2026
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Storage Unlocked

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