Hey there,
I know I've been hyping up 2026 and what my firm is doing this year - and now, I'm finally excited to announce that we just closed on a massive 16-million dollar storage deal in the DFW area. When I said this was the time to buy - I wasn't kidding. And this is just the beginning!
Alright, let's get to the resources for this week. Here's what you'll learn:
âś… How the wealthy avoid taxes
âś… REAL storage case studies (the demand playbook)
âś… Stocks, Bonds, or ETFs? (The Only Investing Guide You Need)
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[ AJO Podcast ] How the Wealthy Avoid Taxes While W-2 Workers Get Crushed w/ Tom Wheelwright
It’s no secret that the wealthy pay very little in taxes. But how do they get away with it? It’s not because they’re cheating the system or finding a clever workaround. It’s by design.
The tax code was written in a way that incentivizes building businesses, creating jobs, and investing in real estate. If you’re a consumer—even a high-earning one—you’re heavily taxed. But if you’re producing, you’re rewarded.
In fact, there are seven investments the government will actually pay you to make. Tom Wheelwright, Rich Dad Advisor, CPA for Robert Kiyosaki, and founder of WealthAbility, breaks down some of these investments and the different ways to build wealth without sharing half of it with Uncle Sam.
With tax increases likely on the horizon, high earners face a critical decision: stay trapped in earned income or move into the asset economy. Whether you’re filing your 2025 return or tax planning for 2026, we cover the strategies and approaches to building wealth that could save you thousands of dollars.
CLICK HERE TO WATCH THE EPISODE
[ SSI Podcast ] The Self Storage Demand Playbook (Real Case Studies)
Your self storage business isn’t struggling because your vacancy rate has slowly crept up or because your rents are too high. What’s actually going on? It’s simple: you have a self storage demand problem.
Everyone thinks demand is outside of their control—that it’s completely dependent on the market, competition, and rates. But it’s not.
The truth is, you have far more control over demand for your self storage units than you probably think. Not convinced? In this episode, we provide real case studies of developments, fill-up facilities, and stabilized facilities we have transformed over the last four to six months.
If you want to “create” demand, even in a seemingly competitive market, we have the playbook.
Whether you’re looking to buy an existing mom-and-pop operation or optimize an underperforming facility you already own, there are four operational levers you need to pull if you want to generate enough demand to improve occupancy and increase revenue—without slashing rates.
Dial these in just right, and everything changes—not just demand for your self storage units but also your overhead costs, your conversion rates, and your bottom line.
CLICK HERE TO WATCH THE EPISODE
[ Short ] Stocks, Bonds, or ETFs? (The Only Investing Guide You Need)
Stop owning assets you don’t understand and start building a portfolio with a clear allocation thesis. Most investors treat the stock market like a casino because they don't know the fundamental difference between ownership, lending, and diversification. I’m breaking down the three core building blocks—Stocks, Bonds, and ETFs—so you can align your investments with your actual time horizon and stop following the "popular" crowd into misaligned risk.
Hope you enjoy the new resources.
That's it for this week - until next time!
- AJ Osborne
