Feb 2, 2026
Is the era of guessing competitor occupancy over?
In this episode, I’m reacting to a massive industry update recently shared by AJ Osborne and Noah from TractIQ. They revealed a shift in how data is collected that could fundamentally change how we underwrite deals in 2026—moving from "scraped" data to "verified" financial data.
To help us digest this 50-minute deep dive, I utilized my AI research tools to generate a focused discussion on the key takeaways for operators.
In this AI-generated breakdown, we cover:
The difference between "implied" vs. "verified" occupancy data.
Why the "Blind Spot" in self-storage investing is finally shrinking.
How this impacts your feasibility studies moving forward.
🔗 SOURCE MATERIAL: This episode is a commentary and summary of original content produced by AJ Osborne. I highly recommend you watch the full video and subscribe to his channel here: https://youtu.be/eoi825L7ag8?si=ySeEImlo3evnw8uz