🗓️ Recorded on October 10th, 2025
For introductions to CA South, reach out to Sean O'Shea: seanoshea@siennacapital.com
Key Takeaways
Inside the "goldilocks" industrial asset class serving 33mm small businesses
CA South is creating Class-A outdoor storage yards—secure, flexible, and affordable spaces for America's contractors and small businesses—meeting a massive unmet need in a market overlooked by traditional industrial and self-storage developers.
How 9 Target markets will become a $50mm outdoor storage portfolio
From Houston and Nashville to San Antonio and Columbia, the team is rolling out a scalable network of Class-A contractor yards—selecting metros with verified demand, low vacancy, and institutional exit potential, starting in Tulsa & Oklahoma City.
CA South's blueprint for stable yield and a scalable exit
Early investors refinance out as institutional capital steps in—creating a repeatable path from developing the first sites to a $50mm stabilized portfolio primed for an institutional takeout, yield compression, and long-term platform scalability.
Vacancy rates under 2%
For contractors, these yards aren't optional—they're operational. Secured, self-maintained, and essential to daily work, they attract tenants who stay for years, pay on time, and keep vacancy near zero.
Recordings
Inside the "Goldilocks" Asset Class Serving 33M Small Businesses
Meg Epstein
CA South
How 9 Target Markets Become a $50M Outdoor Storage Portfolio
Meg Epstein, Sean O'Shea
CA South
CA South's Blueprint for Stable Yield and Scalable Exit
Khyl Powell, Meg Epstein
CA South
Why Contractor Tenants Keep Vacancy Rates Under 2%
Sean O'Shea
CA South
Get Introductions
Set call with Sean O'Shea: seanoshea@siennacapital.com