Hey everyone,
Just wanted to wish you a Happy Fourth of July weekend in advanced. We'll be offline end of next week enjoying the holiday - hope you and your family have a great time soaking up the summer as well.
Alright, let's get to the resources for this week. Here's what you'll learn:
âś… Signals of a great depression happening in 2030
âś… How the biggest risk in storage is creating opportunity
âś… How compound interest works in terms of retirement
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[ AJO Podcast ] This is What Will Cause the 2030 Great Depression
The next great depression is closer than you think. For years, Lauren Saidel-Baker, economist at ITR Economics, has predicted an almost unavoidable economic depression, specifically for the United States. We last spoke to her about this in January 2025, and now she’s back—but this time, she’s even more convinced of our path to the 2030s great depression.
Major signals are keeping us from swerving this colossal event. The Fed is trapped —lowering rates to save our government budget could trigger inflation, again. Social problems are growing— the wealth gap is widening, and those at the bottom can barely afford necessities. And the final linchpin—an aging baby boomer population that will take massive amounts of resources, without giving much in return.
We’ve seen problems like this occur in other countries—France and Japan, to name a couple—but nothing on the size of the American economy. So what’s coming next? Are we back to a 2008-style market selloff where asset prices tank? Can AI step in to save us from some of these dangers that a younger workforce can’t solve, and who wins and loses when the shoe drops?
CLICK HERE TO WATCH THE EPISODE
[ SSI Podcast ] Self Storage’s Latest Risk Is Also Its Biggest Opportunity in Years
The next three years will make or break self storage investors.
This isn’t hyperbole. The self storage industry is shifting, and the biggest players—like Public Storage and Extra Space Storage—are telling us exactly what’s about to happen. Their 2026 playbook is all about locking in fixed-rate debt, moving away from variable-rate debt, and lending to private operators in distress.
On the surface, it appears that they’re simply mitigating risk, but that’s not all. They’re also filling their deal funnel for when smaller operators start to crack.
Then there’s the bond market. The yield curve is flattening, signaling short-term headwinds. Floating-rate debt, bridge loans, and markets with supply pressure are all landmines for investors.
But the higher the risk, the greater the opportunity.
2026 and 2027 could represent one of the greatest wealth-creation opportunities self storage and commercial real estate have seen in decades. And if you pay attention to the signs today, you’ll find yourself on the right side of things when the industry shakes up.
CLICK HERE TO WATCH THE EPISODE
[ Short ] The 5-Year Penalty: Why Waiting Until Age 30 Costs You $400,000
Albert Einstein allegedly called compounding interest the eighth wonder of the world. It is the exact engine banks use to generate billions of dollars, yet the vast majority of people do not understand how it works or how to make it work for them. In this video, I break down the simple math behind compounding interest and show you why a tiny 5-year head start can mean an extra $370,000 in your retirement portfolio.
Hope you enjoy the new resources.
That's it for this week - until next time!
- AJ Osborne
