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:
The 2026 Rebound: Stan Bonilla (SVP, Safeguard Self Storage) joins us to explain why a thawing housing market in 2026 will drive the absorption necessary to stabilize rates after years of oversupply.
Supply Data: We dissect the DXD Capital Q3 Report, which confirms a significant slowdown in new deliveries, good news for operators looking to push rates next year.
Top Growth Markets: We reveal the Top 10 MSAs for self-storage development in 2025, with Atlanta and Phoenix leading the pack.
Faith in Business: Cody Baker shares a personal look at how his faith guides his decision-making in the capital markets.
Tune in for the data you need to close out the year and prepare for a profitable 2026!
Connect with Thaddeus Campbell:
Email: thaddeus@s3.partners
LinkedIn: https://www.linkedin.com/in/itsthadcampbell/
Our Partners:
QuikStor: Get a free demo (and waive the $995 onboarding fee!) at https://quikstor.com/
Tract IQ: Visit https://tractiq.com/tssr/
Johnson Insurance: Get a free risk assessment at https://gojohnsoninsurance.com/self-storage-insurance/?utm_source=s3partners&utm_medium=social&utm_campaign=jisselfstorage
