Episode Details

I sit down with Tom Sherlock, Co-founder of Talonvest Capital, for an essential deep dive into the financial state of self-storage. With a career spanning back to 1985, Tom has lived through the RTC crisis, the Great Financial Crisis, and the current 2026 market shift .

Tom shares the story of how his firm made a high-stakes bet on the "institutionalization" of storage back in 2011, pivoting their business just as the asset class began its meteoric rise . We discuss the current "reality check" for developers and owners who capitalized deals three years ago, the abundance of capital still chasing the sector, and why lender discipline is actually a sign of long-term health .

Key Takeaways from this Episode:

Navigating Disruption: Why Tom believes that the most successful firms are built during market disruptions rather than boom cycles

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