Masters in Business Unconventional Real Estate Investments: Masters in Business with Bob Moser
24 snips
Feb 6, 2026 
Bob Moser, CEO of Prime Group Holdings and self-storage specialist. He talks about his start in real estate, data-driven deal sourcing, and why self-storage is a defensive, cash-flow focused niche. They explore tech-enabled operations, ancillary revenue streams, and how demographics and financing shape unconventional real estate strategies.
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Buy Where Supply Is Constrained
- Prioritize markets with natural barriers to entry and constrained supply when buying storage.
- Use data and a clear buy box to pre-identify target assets, even off-market ones.
Operate Differently Than REITs
- Prime Group trades occupancy for top-line revenue tactically to create seasonal room for higher-paying tenants.
- That operating difference separates them from REITs focused on maintaining high occupancy.
Fragmentation Creates Consolidation Opportunity
- The storage sector was highly fragmented with ~80% mom-and-pop ownership mid-2010s, creating buy opportunities.
- Merchant builders, not institutions, add most new supply, keeping markets uneven.
