Small Bay Institutionalized: Tech-Native Tenants, $40K Cobots, and the Eversource Power Crisis episode artwork

EPISODE · May 22, 2026 · 54 MIN

Small Bay Institutionalized: Tech-Native Tenants, $40K Cobots, and the Eversource Power Crisis

from Storage Unlocked · host Thaddeus Campbell

Are you building a Small Bay Flex portfolio for institutional capital, or are you building it for yourself?  I am your host, Thaddeus Campbell, and in this episode of Storage Unlocked, I sit down with three titans of the industrial flex market: Brett Turner (BKM Capital Partners), Jeremiah Boucher (Patriot Holdings), and Brian Whitmer (Doors and Spaces). Together, we pull back the curtain on an asset class experiencing a massive surge in institutional demand. In this episode, we cover: The Management Intensity: Why Small Bay remains a full-contact, hand-to-hand combat operations sport where you act as your tenant's outsourced real estate department. The Power Crunch: Why massive tech shifts like robotics and cobot arms are forcing developers to fight utility companies for heavy three-phase power upgrades. The Demographics Matrix: How tech-native millennials are dropping the average small business owner age to 45 and shifting the tenant pool toward advanced localized manufacturing. The Fallacy of Kiosks: Why B2B tenants refuse to deal with AI automated workflows when a mechanical issue hits their shop floor. The Fund Hustle: Brett shares the brutal reality of raising a first-time fund and what it takes to accumulate scale from scratch. Tune in to find out why sticking to a dedicated thesis is the only way to win in a market where prices are high and execution certainty is completely unknown. Connect with Thaddeus Campbell (S3 Partners):
 [email protected]://www.linkedin.com/in/itsthadcampbell/ Connect with Brett Turner (BKM Capital Partners):
 [email protected] Connect with Jeremiah Boucher (Patriot Holdings) [email protected] Connect with Brian Whitmer (Doors and Spaces) [email protected] This episode was brought to you by:
 https://pbbrown.com/

Episode metadata supplied by the publisher feed · Published May 22, 2026

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Small Bay Institutionalized: Tech-Native Tenants, $40K Cobots, and the Eversource Power Crisis

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