{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The AAA Storage Podcast","title":"What Can't AI Replace? Investing in the Physical Economy | The AAA Storage Podcast #48","html":"","width":"100%","height":180,"duration":2177,"description":"AI is changing how businesses operate, and that uncertainty has some investors hesitating. In this episode of The AAA Storage Podcast, Paul Bennett looks at what AI can and can't replace in real estate. Paul explains how AI pricing agents have already changed self-storage operations, why office demand is tied to headcount while self-storage and small-bay demand is tied to physical need, and how a Samsung chip plant near Austin led AAA to make its Hutto, Texas project all small-bay. He closes with the questions he asks to find investments with optionality, and why he has always favored simple, bricks-and-mortar businesses he understands.\nReady to talk about your investment strategy? Reach out at https://www.aaastorageinvestments.com/contact\nNew episodes every two weeks. Subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts, and send this to an investor in your network who needs to hear it.\nFollow and Connect with Us\n• LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/\n• Instagram: https://www.instagram.com/aaastorageinvestments/\n• X: https://x.com/investments_aaa\n• Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/\nDownload our free guides to take your investing to the next level:\n• CRE Investors Sector Reference Guide: https://www.aaastorageinvestments.com/info/cre-investors-reference-guide?utm_source=aaa-storage&utm_medium=show-notes&utm_campaign=ep-48-what-cant-ai-replace&utm_content=guide-cre-reference\n• Ground-Up Investor Field Guide:\nhttps://www.aaastorageinvestments.com/guides/ground-up-investor-field-guide?utm_source=aaa-storage&utm_medium=show-notes&utm_campaign=ep-48-what-cant-ai-replace&utm_content=guide-ground-up-field-guide\nChapters\n[00:00] Introduction\n[01:43] How AI Changed Self-Storage Pricing\n[05:31] Which Real Estate Is Exposed\n[07:49] Self-Storage and Small-Bay Meet a Physical Need\n[10:49] The Doorman Fallacy\n[12:06] How a Business Operates vs. Why It Operates\n[14:22] Life...","thumbnail_url":"https://img.transistorcdn.com/zLQZx-soUCuC5_nzt0ECx8UhsLSlnrRrLrJNKQf4KsU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zMDQy/MTYyYjczMjg3MGRm/NjZmMTJlMDc2ZTA0/Yzc2NC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}