Hey everyone,
Before we get into this week’s resources I have an announcement!
Over the past year and a half, I’ve really enjoyed broadening my content by discussing business and economics with you all - so much so that my team and I launched a dedicated YouTube channel for it. This is where you’ll be able to find the AJ Osborne Podcast + weekly dedicated content diving deep into economics, investing, entrepreneurship and more -
Subscribe to the new AJ Osborne channel here.
Conner, George, myself, and our amazing guests will continue to bring you the deep-dive storage content you know and love on the Self Storage Income Channel — plus even more of it!
Whether you're here for storage strategies or economic insights, having dedicated channels means more focused content that speaks directly to your interests. So if you didn’t already do so, be sure you’re subscribed so you don’t miss a thing!
Alright, let's get to the resources for this week. Here's what you'll learn:
âś… How to capitalize on the baby boomer wealth transfer
âś… Self storage deal analysis 101
âś… We partnered! TractIQ + Self Storage Income
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[ AJO Podcast ] The Baby Boomer Wealth Transfer: The Greatest Opportunity in History
Over the next 5 to 7 years, we will witness the greatest wealth creation opportunity in the history of the world. 10,000 baby boomers are retiring every single day, and over 12 million boomer-owned businesses are about to be liquidated, closed, or sold.
The majority of these businesses have no succession plan and are "jobs disguised as businesses"—owner-dependent, analog operations with no systems, no CRMs, and no AI integration. My strategy is simple: we buy these self-employed "jobs" at low multiples and transform them into functioning, scalable businesses that operate in the digital age.
In this video, I break down the exact methodology I’ve used for over 20 years across insurance, self-storage, and service-based industries to buy analog assets and sell them at massive multiples. You’ll learn how to use modern tools like AI to analyze financials and automate operations, allowing you to scale market share without increasing your expense load.
CLICK HERE TO WATCH THE EPISODE
[ SSI Podcast ] How to Analyze a Self Storage Facility (Beginners Start Here!)
Today, we’re showing you exactly how to analyze a self storage facility, step by step. We break down the entire process, from creating your buy box, finding listings, and reviewing offering memorandums (OMs) to evaluating markets and analyzing competitors.
We’ll even show you two real properties currently listed online, go over the numbers, comb through the photos, and tell you what we might do if we were buying them. You’ll quickly learn that some figures matter far more than others. The purchase price is always negotiable (especially in this market), and low occupancy isn’t a dealbreaker if there’s self storage demand.
Whether you’re targeting stabilized assets or value-add opportunities that allow you to increase revenue, use this practical framework to hone your self storage underwriting skills and achieve the ultimate goal: buying your first or next facility!
CLICK HERE TO WATCH THE EPISODE
[ In the News ] TractIQ Partners With Self Storage Income to Provide Data to Industry Investors and Operators
We are thrilled to announce that ALL active members of our Self Storage Income membership programs now get access to TractIQ through our newest partnership.
As part of this new endeavor, every SSI Active Member receives TractIQ Starter as part of their membership, with full access to TractIQ’s facility database, market-level rate trends, and supply analytics across 70,000+ U.S. self-storage facilities.
SSI Inner Circle members, the community’s most engaged cohort, receive TractIQ Pro+, the platform’s most comprehensive investor tier. Pro+ unlocks facility-level occupancy, historic operating financials, rental rate histories, supply pipeline, owner data, and demographic analytics, the same depth used by institutional underwriters at the country’s largest storage groups.
Hope you enjoy the new resources.
That's it for this week - until next time!
- AJ Osborne
