EPISODE · Apr 21, 2026 · 11 MIN
Storage Wars: How prop data turned self-storage into an alpha machine
from Zinnia Media · host Zinnia Group
Everyone’s chasing luxury condos, data centers, and life sciences. Drew Dolan is building climate-controlled boxes for people’s stuff. And he’s winning.With 25 years in commercial real estate, Drew has seen every cycle. As Co-Founder and Principal of DXD Capital, he built a data-driven PERE firm focused exclusively on self-storage development, the one asset class where location beats everything else and where data gives you the edge. In this conversation, Drew breaks down: Why self-storage thrives on simplicity: nail the location, and the rest follows The generational shift: 19% of millennials already use storage vs. only 5% of boomers Why new construction is down 70% from peak and what that means for early movers How his team uses data and AI to say no to 10,000 deals and yes to 5 Why time solves almost every problem in self-storage Why younger generations are turning storage into a daily extension of their homes His contrarian bet: “You want to develop when other people are really struggling to get their arms around how to make it work out there.” If you’re an investor looking beyond the obvious plays, this conversation will change how you think about self-storage as an asset class. #SelfStorage #RealEstate #AssetManagement #AlternativeInvestments #DXDCapital #ZinniaMedia
What this episode covers
Everyone’s chasing luxury condos, data centers, and life sciences. Drew Dolan is building climate-controlled boxes for people’s stuff. And he’s winning.With 25 years in commercial real estate, Drew has seen every cycle. As Co-Founder and Principal of DXD Capital, he built a data-driven PERE firm focused exclusively on self-storage development, the one asset class where location beats everything else and where data gives you the edge. In this conversation, Drew breaks down: Why self-storage thrives on simplicity: nail the location, and the rest follows The generational shift: 19% of millennials already use storage vs. only 5% of boomers Why new construction is down 70% from peak and what that means for early movers How his team uses data and AI to say no to 10,000 deals and yes to 5 Why time solves almost every problem in self-storage Why younger generations are turning storage into a daily extension of their homes His contrarian bet: “You want to develop when other people are really struggling to get their arms around how to make it work out there.” If you’re an investor looking beyond the obvious plays, this conversation will change how you think about self-storage as an asset class. #SelfStorage #RealEstate #AssetManagement #AlternativeInvestments #DXDCapital #ZinniaMedia
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Storage Wars: How prop data turned self-storage into an alpha machine
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