REMINDER: Thesis Driven Interview with Ludlow Property Group – Live Wednesday

On Wednesday 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.

Last week, Thesis Driven published a deep dive on Ludlow Property Group and its focused strategy for self-storage in America’s leisure towns. The core idea is straightforward: while institutional capital has spent the last decade consolidating storage in metros and suburbs, a different class of market remains largely untouched.

Leisure towns across the country, from mountain communities to coastal enclaves, face persistent storage demand and hard limits on new supply. Zoning, geography, federal land ownership, and local resistance to development create real barriers. At the same time, most storage facilities in these markets are still owned by local operators and run far below their earnings potential.

Ludlow was created to fill that gap. The firm has developed a vertically integrated platform that combines proprietary sourcing, remote-first property management, and in-house construction to acquire and improve assets in these markets at scale.

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

Why Attend

The institutional playbook for leisure-town self-storage is still being written, and this a rare opportunity to hear directly from Ludlow, the only platform writing it.

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