Industrial

By Jeff Evans, president, Volta Global Eight years on Wall Street, including six and a half years at long-short equity hedge funds, will teach an investor to look beyond a business’s headline characteristics. Public markets teach investors to understand business models, identify changing industry dynamics and allocate capital with attention to both opportunity and downside. When this writer moved into private, long-term investing, that analytical discipline played an invaluable role. What changed was the horizon. Self-storage is a core focus at Volta Global, alongside essential, unanchored strip retail centers and durable small business operations. These investments may look different, but they share a common requirement: the ability to source, underwrite, acquire and improve assets in complex, often inefficient markets. The common thread isn’t the property type. It’s the capabilities required to create value. How The Playbook Expanded The decision to expand beyond self-storage was not driven by a decision to pursue another asset class. It began with an essential retail property included in a larger acquisition focused primarily on storage. Volta acquired the retail asset because it was part of the broader transaction. Once we began assessing the property, its tenants and its market, we recognized that many of the …