Storage Unlocked

← Storage Unlocked7 Aug · 35 min

Zach Sette saw opportunity and the unique skill sets of he and his brother made a solution possible.

Zach Sette saw opportunity and the unique skill sets of he and his brother made a solution possible.7 Aug35 min

Welcome back to Storage Unlocked! I am your host, Thaddeus Campbell, and in this episode, I am joined by Zach Sette, co-founder and CEO of Outbidd.

Drawing from a lifetime in commercial construction and development, Zach shares a unique multi-asset perspective on the macro forces reshaping commercial real estate. We unpack the looming $900+ billion debt refinancing wall hitting the market in the second half of 2026, evaluate why rising construction costs are driving developers away from ground-up builds toward acquisitions, and explore how AI software is bringing total transparency to owner project management.

In this episode, I cover: The Refinancing Wall: Navigating balloon payments as 2021–2022 loans locked in at 4% face refinancing at 6%+.

Build vs. Buy: Why 25% higher construction costs make asset acquisition more attractive than new builds.

CRE Sector Heat Check: Why small bay flex and data centers are thriving while office conversions and localized multifamily struggle.

Outbidd AI Technology: How Zach and his team built an AI-powered owner's rep tool to digitize RFPs and level contractor bids side-by-side.

Connect with Thaddeus Campbell (S3 Partners):

Email: thaddeus@s3.partners

LinkedIn: https://www.linkedin.com/in/itsthadcampbell/

Connect with Zach Sette (Outbidd):

Email: zach@outbidd.com

Website: https://www.outbidd.com/