Episode
Tom Sherlock put all his chips in the middle when he started Talonvest. 16 Years later and he's happy he did.
- Podcast
- Stories Behind the Door
- Published
- Feb 18, 2026
- Duration seconds
- 1817
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/stories-behind-the-door-7023511/episodes/tom-sherlock-put-all-his-chips-in-the-middle-when-he-started-talonvest-16-years-later-and-he-s-happy-he-did/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/stories-behind-the-door-7023511/tom-sherlock-put-all-his-chips-in-the-middle-when-he-started-talonvest-16-years-later-and-he-s-happy-he-did.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
I sit down with Tom Sherlock, Co-founder of Talonvest Capital, for an essential deep dive into the financial state of self-storage. With a career spanning back to 1985, Tom has lived through the RTC crisis, the Great Financial Crisis, and the current 2026 market shift . Tom shares the story of how his firm made a high-stakes bet on the "institutionalization" of storage back in 2011, pivoting their business just as the asset class began its meteoric rise . We discuss the current "reality check" for developers and owners who capitalized deals three years ago, the abundance of capital still chasing the sector, and why lender discipline is actually a sign of long-term health . Key Takeaways from this Episode: Navigating Disruption: Why Tom believes that the most successful firms are built during market disruptions rather than boom cycles . The Discipline of Capital: Insights into how life insurance companies, banks, and CMBS lenders are viewing storage today . Relationship + Technology: How Talonvest balances "old-school" relationship building with "new-school" data analytics to provide better options for their clients . Interest Rate Outlook: Why Tom agrees with Howard Marks that we should prepare for a "higher for longer" interest rate environment . Small Bay Interest: Why BKM and others are looking at small-bay industrial as the next frontier for diversified growth . Whether you are looking to structure a $10 million or $500 million financing package, Tom Sherlock's perspective from the front lines of Talonvest is the reality check every operator needs . Connect with Tom Sherlock: Email: [email protected] Website: www.talonvest.com Connect with Thaddeus Campbell: Website: https://s3.partners/ LinkedIn: https://www.linkedin.com/in/itsthadcampbell/ This episode was…