LAST CALL: Self-storage in America's leisure towns - Interview Today

Today at 3pm EDT, Thesis Driven is hosting a live conversation with the team at Ludlow Property Group to unpack how they are transforming self-storage in America’s leisure towns into a scalable institutional strategy.

This event is for accredited & institutional investors only.

What We’ll Cover

• Why self-storage in U.S. leisure markets is structurally different from traditional metro and suburban markets

• The natural moats—geography, federal land ownership, strict zoning, and NIMBY resistance—that permanently constrain new supply and protect existing assets

• Ludlow’s remote management model and how it enables efficient operations in small, hard-to-staff markets

• Case study: Crested Butte and the Gunnison Valley—36% revenue increase in year one, exceeding pro forma by 23% 

• Fragmented ownership and limited institutional competition, the foundation for a long-term consolidation opportunity

Speakers

• Michael Forrest, Managing Partner, Ludlow Property Group

• Jason Udoff, Managing Partner, Ludlow Property Group

• Michael Fishman, Chief Operating Officer, Ludlow Property Group

• Paul Stanton, Partner, Thesis Driven

• Brad Hargreaves, Founder & Editor-in-Chief, Thesis Driven