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PODCAST

The Self Storage Report

Thaddeus Campbell

The Self Storage Report is where real estate meets reality. Hosted by Thaddeus Campbell and Chris Berg, 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,

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All Episodes

27:34

What does a .25% Federal Fund Rate cut mean for Self...

The Self Storage Report ·

2025/12/12

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

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33:55

Brett Henry's Operations Excellence led him to...

The Self Storage Report ·

2025/12/05

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: The Operator's Edge: Why Brett still personally reviews rent rolls for his 54 locations and how "living the numbers" is the secret to finding hidden value that others miss. The Software Problem: Brett reveals his

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30:22

TSSR reports on the incredible long term performance...

The Self Storage Report ·

2025/11/28

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. The Supply Opportunity: We analyze the Yardi Matrix data showing a "new all-time low" in the four-quarter trailing supply average. We explain why this is a bullish signal for developers to get shovels in the

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47:23

Making sense of ground up construction in self storage

The Self Storage Report ·

2025/11/21

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: The Supply Crisis: Why "negligent" developers are flooding markets and how to use defensive underwriting (like zoning maps) to protect your capital. Creative Wins: Hear the stories of how Trojan saved a deal in Inglewood by buying the

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37:28

Do $2B of extended CMBS loans pose a threat to Storage?

The Self Storage Report ·

2025/11/14

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: CMBS Loan Crisis: We reveal the $21 billion in CMBS loans outstanding in self-storage and how $2 billion are essentially delinquent, forcing lenders into an "extend and pretend" scenario by

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47:38

TractIQ's Noah Starr Delivers Q3 Earnings Insights!

The Self Storage Report ·

2025/11/07

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: The Investor's Blind Spot: We analyze why most developers invest "on hope" using misleading metrics like square footage per capita, leading to millions in losses

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33:48

Storage Stocks dropped sharply before and after Q3...

The Self Storage Report ·

2025/10/31

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: The 30% Workforce Cut: We reveal how Public Storage leveraged technology to drive 85% of customer interactions to digital, leading to a massive 30% reduction in labor hours. The Development Warning: We discuss Public's stark prediction that development will be slow through 2027 due to high costs and low appraisal values. This news

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32:15

We hear from Noah Springer CSO of Extra Space about...

The Self Storage Report ·

2025/10/24

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: The Data Advantage: Springer clarifies that Extra Space's core mission is a revenue strategy , and their ability to maximize profit comes from using massive data that smaller operators cannot access. The Supply Squeeze: We

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37:24

What does CA Senate Bill 709 mean for the Storage...

The Self Storage Report ·

2025/10/17

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: The

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36:56

Terry Campbell brings a sliver of hope to operators...

The Self Storage Report ·

2025/10/10

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: The Debasement Trade: Why Gold, Silver, and Bitcoin are hitting all-time highs

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35:11

Another big merger in Self Storage and updates from...

The Self Storage Report ·

2025/10/03

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: The Legal Fight: We reveal a land use attorney's opinion that many local moratoriums on self-storage may be illegal under state law. We urge you to get

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30:05

Self Storage could use some good news from housing,...

The Self Storage Report ·

2025/09/26

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: The recent Fed rate cut and the unexpected rise of the 10-year Treasury yield. Why searches for mortgage assistance are at an

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28:30

Navigating FED Rate Cuts

The Self Storage Report ·

2025/09/19

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: The recent Fed rate cut and the unexpected rise of

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32:54

Job Market Shock: What it Means for Self-Storage

The Self Storage Report ·

2025/09/12

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

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27:38

Cautious Optimism or beating your head against the...

The Self Storage Report ·

2025/09/05

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,

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34:18

Are Storage REITs Pivoting from Acquisitions to Lending?

The Self Storage Report ·

2025/08/29

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

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30:04

Housing Market Slowdown & The Fed: Is Warren Buffett...

The Self Storage Report ·

2025/08/22

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,

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32:36

Challenges for Self Storage Acquisitions

The Self Storage Report ·

2025/08/15

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 . Join us as we discuss the nuances of demand and supply, the importance of a long-term strategy, and what a recent lender survey reveals about

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45:01

REIT Earnings Under the Microscope!

The Self Storage Report ·

2025/08/08

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,

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38:18

AI is changing the Game of Search

The Self Storage Report ·

2025/08/01

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

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