Is the storage market finally meeting in the middle?

In this episode of Storage Unlocked, I bring together three of the most prolific brokers in the industry: Nathan Coe, Kevin Bledsoe, and Frank DiSalvo. We pull back the curtain on the "P&Ls most people never see" to tell you exactly where the transaction market is headed in 2026.

In this episode, we cover:

- Why the disconnect between buyers and sellers is finally starting to close, even as cap rates remain compressed against interest rates.

- Why the "overbuilding" in growth markets like Atlanta and Phoenix is pushing smart capital toward the Mid-Atlantic and Northeast.

- Why the industry continues to build at record levels despite saturation and how "barrier-to-entry" topography is the new holy grail.

- Why "putting a number on paper" (even if you're far apart) is the only way to get a deal done in 2026.

Tune in to get the "Alpha Unit" of market data from the brokers living in the trenches every day.

Connect with Thaddeus Campbell (S3 Partners): [email protected] https://www.linkedin.com/in/itsthadcampbell/ Connect with our guests: Frank DeSalvo - [email protected] Kevin Bledsoe - [email protected] Nathan Coe - [email protected] This episode was brought to you by: TractIQ - https://tractiq.com/