Storage Unlocked

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.

Storage Unlocked is a news podcast hosted by Thaddeus Campbell, with 63 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Thaddeus Campbell hosts Storage Unlocked, a news show with 63 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #53

  Maurice Pogoda on 40 Years of Storage: Where Is the Market Heading?

  Aug 14, 202650 minS1

  In this episode of Storage Unlocked, I am joined by Maurice Pogoda, founder and president of National Storage. Starting in 1987 with a map and a Rolodex, Maurice has built a 70+ facility Midwestern footprint that has stood the test of every major economic cycle over the last four decades. In this episode, I cover: The Cycle Playbook: Why post-COVID peaks were an anomaly and how a conservative "tortoise" approach consistently outlasts speculative boom-and-bust developers. The Supply Dilemma: Maurice reflects on refusing to build at 2 sq ft per capita in the '90s versus managing through today's 7+ sq ft national average. The Deconstruction of PSA/NSA: What Public Storage's acquisition of National Storage Affiliates reveals about brand consistency, operational economies of scale, and tertiary market validation. The Mid-Tier Tech Filter: How National Storage integrates AI chatbots and revenue management tools without getting lost in vendor hype or losing the essential human, local touch. Disciplined Capital: Why underwriting to realistic 7% prefs protects your equity, while double-digit recapitalization promises signal desperation. Tune in for an unfiltered, four-decade masterclass on disciplined real estate operations and sustainable portfolio growth! Connect with Thaddeus Campbell (S3 Partners): Email: thaddeus@s3.partners LinkedIn: https://www.linkedin.com/in/itsthadcampbell/ Connect with Maurice Pogoda (National Storage Management): Email: mpogoda@pogodaco.com LinkedIn: https://www.linkedin.com/in/maurice-pogoda-7ba4326/ Our Title Sponsor: PB Brown General Contractors: The trusted GC for your multi-million-dollar storage and small-bay flex legacy developments from Manhattan to Miami. Visit pbbrown.com .

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  Episode #62

  Zach Sette saw opportunity and the unique skill sets of he and his brother made a solution possible.

  Aug 7, 202635 minS1

  Welcome back to Storage Unlocked! I am your host, Thaddeus Campbell, and in this episode, I am joined by Zach Sette, co-founder and CEO of Outbidd. Drawing from a lifetime in commercial construction and development, Zach shares a unique multi-asset perspective on the macro forces reshaping commercial real estate. We unpack the looming $900+ billion debt refinancing wall hitting the market in the second half of 2026, evaluate why rising construction costs are driving developers away from ground-up builds toward acquisitions, and explore how AI software is bringing total transparency to owner project management. In this episode, I cover: The Refinancing Wall: Navigating balloon payments as 2021–2022 loans locked in at 4% face refinancing at 6%+. Build vs. Buy: Why 25% higher construction costs make asset acquisition more attractive than new builds. CRE Sector Heat Check: Why small bay flex and data centers are thriving while office conversions and localized multifamily struggle. Outbidd AI Technology: How Zach and his team built an AI-powered owner's rep tool to digitize RFPs and level contractor bids side-by-side. Connect with Thaddeus Campbell (S3 Partners): Email: thaddeus@s3.partners LinkedIn: https://www.linkedin.com/in/itsthadcampbell/ Connect with Zach Sette (Outbidd): Email: zach@outbidd.com Website: https://www.outbidd.com/ This Episode was brought to you by: https://pbbrown.com/

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  Episode #61

  Breaking down Warehouse Anywhere's stunning acquisition of XPS. What's it mean for both companies!

  Jul 31, 202630 minS1

  What happens when you combine the leading 3PL business storage network with the premier 24/7 call center in self-storage? I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I am joined by Laura Holmes (CEO of Warehouse Anywhere) and Shannon Charbonneau (VP of XPS Solutions) to pull back the curtain on their landmark acquisition. Together, we explore how integrating 24/7 live call support with enterprise logistics technology creates an unbeatable end-to-end management solution for storage operators and corporate clients alike. In this episode, I cover: The 24/7 Scale Upgrade: Why expanding call center operations to 168 hours a week directly addresses the urgent needs of corporate field technicians visiting units at 2:00 AM. The Economics of Business Storage: Why commercial tenants provide higher lifetime value, longer average stays (2+ years), and zero seasonal churn compared to traditional residential renters. Spotting Market Gaps: Laura shares the strategic vision behind acquiring Warehouse Anywhere out of Life Storage and building a high-growth platform that traditional REITs overlooked. Preserving Human Connection: Shannon explains why live, high-empathy call answering remains essential for resolving complex tenant issues alongside modern tech stacks. Cultural Integration: How two customer-first organizations successfully aligned their teams within 30 days of closing the deal. Tune in to discover how this powerful acquisition is reshaping tenant support and driving new revenue streams for storage operators! Connect with Me LinkedIn: linkedin.com/in/itsthadcampbell Our Sponsor: PB Brown General Contractors: Our Title Sponsor and premier commercial builders specializing in multi-million dollar storage and small-bay flex developments. Get them involved early at pbbrown.com .

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  Episode #59

  Big Money in Small Bay Flex: Shane Decker & Andrew Dunn on Institutional Capital

  Jul 24, 202643 minS1

  In this episode of Storage Unlocked, I am joined by two top-tier operators attacking small-bay from opposite sides of the country: Shane Decker (President of Decker Capital) and Andrew Dunn (Co-Founder of VAC Development, "The Value Add Cowboys"). Together, we break down the operational, development, and capital market realities of one of commercial real estate's most talked-about asset classes. In this episode, we cover: The Buyer Profile & Spec Differences: The contrast between acquiring existing 1,000–10,000 sq ft tradesman bays versus building 15,000–20,000 sq ft modern logistics spaces with heavy power and dock loading. The 1-to-2-Year Sourcing Pipeline: Why finding mismanaged, off-market mom-and-pop assets through direct relationships beats fighting 15 to 25 bidders on marketed deals. Operational Value-Add Mechanics: How converting modified gross leases to Triple Net (NNN), pushing 6% annual rent bumps, and right-sizing office footprints yielded a $20M value pop on an Orlando asset in 30 months. Ground-Up Execution: Andrew shares how VAC locks in Guaranteed Maximum Price (GMP) construction contracts to build in 10 to 12 months, achieving up to 40% pre-leasing prior to Certificate of Occupancy. Tenant Velocity: Why 1,000 to 3,000 sq ft units see the highest demand velocity as small business owners transition out of residential garages and self-storage units. Tune in to discover how to navigate cap rate compression, structure NNN leases for local contractors, and execute disciplined underwriting in today's small bay landscape. Connect with Thaddeus Campbell (S3 Partners): Email: thaddeus@s3.partners LinkedIn: https://www.linkedin.com/in/itsthadcampbell/ Connect with Shane Decker (Decker Capital): Email: shane@deckercap.com LinkedIn: https://www.linkedin.com/in/shane-decker-255b6988/ Connect with Andrew Dunn (VAC Development): Email: andrew@vacdevelopment.com LinkedIn: https://www.linkedin.com/in/andrewmdunn41/ This Episode was brought to you by: https://pbbrown.com

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  Episode #59

  Andrew Jones returned to storage with a clear goal: helping Go Store It elevate 3rd-party Management

  Jul 17, 202632 minS1

  Can an independent regional operator genuinely beat the monolithic REITs when their same-store revenue flatlines at a mere 0.1%? In this episode of Storage Unlocked, I sit down with Andrew Jones, the Senior Vice President of Third Party at GoStore It, to lay out the definitive operational blueprint for surviving the institutional aggregation wave in July 2026. Andrew brings an elite pedigree straight from Yardi and Extra Space to explain how independent owners can easily escape the asphyxiation of corporate scale without being forced to sell out at a loss. In this episode, I cover: The 8% Anomaly: How GoStore It managed to secure a massive 8% same-store growth rate in Q1 while the public REITs hit a total revenue standstill. Declaring War on Complacency: Andrew outlines his mission to destroy the "set it and forget it" standard of third-party management, shifting the narrative away from corporate acquisition funnels back to baseline family asset protection. The 6.7% Mortgage Barrier: Why the current 30-year fixed housing environment demands that operators break out of monolithic self-storage thinking and deploy holistic land layers, blending mini-storage with truck parking and small-bay flex industrial. The Human Capital Edge: Why building a highly motivated, nimble internal workforce, like GoStore It specialized corporate auction squad, outperforms billions of dollars in faceless corporate data algorithms. Ellie AI and Corporate Benchmarks: A raw look at Public Storage's newly unveiled automated voice metrics, resolving 74% of 60,000 inbound inquiries completely in the background. Tune in to discover how to inject raw nimbleness, rapid execution, and authentic relationship-driven management back into your commercial real estate footprint. Connect with Thaddeus Campbell (S3 Partners): Email: thaddeus@s3.partners LinkedIn: https://www.linkedin.com/in/itsthadcampbell/ PB Brown General Contractors: Our premier Title Sponsor and legacy builders for multimillion-dollar storage and small-bay flex developments. Get Guy Sacento and Hado Montoya involved early at https://pbbrown.com/

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