Taylor/Theus Holdings

Overview

Taylor/Theus Holdings is a real estate investment and development firm specializing in self-storage facilities across the United States. The firm focuses on developing, acquiring, and owning institutional-quality self-storage properties in micro-market locations with high barriers to entry, limited competition, and compelling demographics. Their capital structure combines personal balance sheet capital with institutional equity partners, enabling them to undertake complex projects, including mixed-use developments requiring rezoning and special land use permits. Founded in 2007, Taylor/Theus Holdings has a proven history of working with partners and sellers on complex sites, including mixed-use developments that require re-zoning, special land use permits, and brownfield agreements. The team closed on its third joint venture recently to assemble a portfolio of properties in select markets across the U.S. through acquisitions, development, and value-add/repositioning opportunities. Their portfolio includes facilities in Florida, Georgia, and North Carolina, with properties such as the Tamarac facility in Florida and the Sandy Springs facility in Georgia. The firm has also engaged in joint ventures with partners like Iron Point Partners and Ivanhoé Cambridge to expand its reach and capabilities in the self-storage sector. Their investment philosophy emphasizes strategic partnerships and a focus on high-demand markets to deliver value to their investors and communities. The team is led by Managing Director and CEO Tyler Colpini, who joined in 2015, and Managing Director and Chief Development Officer David Ellison, who joined in 2012. Other key team members include Managing Director and Chief Investment Officer Steve Moffat, Vice President of Accounting and Capital Markets Sam Hoffman, and founders Walter Taylor and Bill Theus, who have been partners since 1986. Together, they bring a wealth of experience in real estate development, investment, and management to the firm's operations.

Investment Focus

• High barriers to entry
• Limited existing competition
• Compelling demographics

Portfolio Companies