JF 4080: Feasibility Studies, Niche Innovation and Recession-Resilient Storage ft. Charlie Kao
Description
Amanda and Ash interview Charlie Kao. Charlie shares how growing up as “free labor” on his dad’s properties eventually led him back into commercial real estate, where he’s now best known for self-storage. He explains why he’s cautious on self-storage at a national level, how overbuilding and new alternatives are changing demand, and why he’s leaning into highly localized markets where he has an unfair advantage. Charlie also walks through innovative ways he’s turning basic storage into a true service business, from accepting and placing medical shipments to offering boat/RV add-ons, all while using feasibility studies and data-driven pricing to stay ahead of the competition.
Charlie Kao
Current role: Principal and Asset Manager, Twin Oaks Capital
Based in: Grand Rapids, Michigan
Say hi to them at: https://www.twinoakscap.com/ | LinkedIn
Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders’ Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary.
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Podcast production done by Outlier Audio
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