Hey everyone,
Welcome to the newsletter. This week, we’re looking at a few major shifts happening across wealth, business, and self storage - and more importantly, what they mean for investors. From a generational opportunity that could disappear within the next decade, to consolidation reshaping the storage industry, to the forces driving an unprecedented concentration of wealth, there’s a lot changing beneath the surface right now.
Here's what you'll learn:
âś… The Generational Wealth Opportunity Most Are Missing
âś… Big Shifts in Storage Consolodation
âś… Why the Wealth Gap Just Exploded
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[ AJO Podcast ] It Ends in 2035: The Generational Wealth Opportunity 99% Are Missing
The wealth-building opportunity of a generation ends in 2035. Smart money (Wall Street and private equity firms) is already taking advantage. Most Americans either don’t know about it or think they can’t share in the profits. This couldn’t be more wrong.
If you hesitate over the next decade and don’t take advantage of the unparalleled opportunity to come, you, like many Americans, may stand to regret it. I took advantage of opportunities like this in 2008 when everyone thought I was crazy. Fast forward nearly two decades, and we have $400M in assets to show for it.
Everyone thinks the Baby Boomers are only leaving behind a massive inheritance to their children, spending it on medical care, or splurging on travel and leisure—not quite. 60% of boomer businesses—boring businesses like HVAC, plumbing, drywall, and electrical businesses—have zero succession plan. Their kids aren’t inheriting them—they will merely stop functioning. What if you could buy that business (for cheaper than you think) and use it to produce income for decades to come?
I’m buying these businesses right now. And today, I’m showing you how to, too.
CLICK HERE TO WATCH THE EPISODE
[ SSI Podcast ] 2 Things Just Shook the Entire Self Storage Industry
The industry isn’t shifting. The shift has already happened. Within eight days, we saw multiple instances of operator and data infrastructure consolidation. On the surface, these might look like normal acquisitions, but they signal seismic changes within the self storage industry that small operators can’t afford to ignore.
The top 100 operators already control over half of the nation’s rentable storage space, and the top five alone control a whopping 35%. That number is growing.
This is eerily similar to what we saw when online marketing came on the scene. The REITs and big players adopted search engine optimization (SEO) and pay-per-click (PPC) advertising long before anyone else. Now, they’re on the move again.
In self storage investing, data is king. Thankfully, access has been brought down to the level of mom-and-pop operators in recent years. But those who overlook what’s going on are at risk of losing their competitive advantage in the marketplace.
I’m breaking down exactly what small self storage investors need to do to adapt and why the entire industry is in dire straits if they don’t.
CLICK HERE TO WATCH THE EPISODE
[ Short ] Why the Wealth Gap Just Exploded (And It’s Not Taxes)
Wealth inequality today has reached astronomical levels. In 2017, the world saw its first centibillionaire ($100 Billion+). Today, there are over 20 centibillionaires and the world’s first _trillionaire_. But mainstream media completely misunderstands the primary force driving this historic concentration of wealth.
It isn't low taxes, monetary policy, or technology alone. In this video—Part 1 of our macro deep-dive—I reveal the 150-year structural shift that created borderless capital and explain why wealth inequality is mathematically guaranteed to become even more disproportionate in the future.
Hope you enjoy the new resources.
That's it for this week - until next time!
- AJ Osborne
