Maurice Pogoda on 40 Years of Storage: Where Is the Market Heading?

In this episode of Storage Unlocked, I am joined by Maurice Pogoda, founder and president of National Storage. Starting in 1987 with a map and a Rolodex, Maurice has built a 70+ facility Midwestern footprint that has stood the test of every major economic cycle over the last four decades.

In this episode, I cover:

The Cycle Playbook: Why post-COVID peaks were an anomaly and how a conservative "tortoise" approach consistently outlasts speculative boom-and-bust developers.

The Supply Dilemma: Maurice reflects on refusing to build at 2 sq ft per capita in the '90s versus managing through today's 7+ sq ft national average.

The Deconstruction of PSA/NSA: What Public Storage's acquisition of National Storage Affiliates reveals about brand consistency, operational economies of scale, and tertiary market validation.

The Mid-Tier Tech Filter: How National Storage integrates AI chatbots and revenue management tools without getting lost in vendor hype or losing the essential human, local touch.

Disciplined Capital: Why underwriting to realistic 7% prefs protects your equity, while double-digit recapitalization promises signal desperation.

Tune in for an unfiltered, four-decade masterclass on disciplined real estate operations and sustainable portfolio growth!

Connect with Thaddeus Campbell (S3 Partners):

Email: thaddeus@s3.partners

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

Connect with Maurice Pogoda (National Storage Management):