On The Move Quarterly: Jan, Feb Mar 2025

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Dear Readers,

Happy New Year! As we turn the page to 2025, I can’t help but reflect on the incredible momentum we’ve built together. Last year brought us challenges to overcome, milestones to celebrate, and plenty of opportunities to grow. Thanks to your trust and partnership, we continue to push boundaries and make a lasting impact in the industries we serve.

At On The Move, we’re kicking off the new year with resolutions that guide everything we do. Our focus for 2025 is clear: to better serve our customers, continue connecting with you on a deeper level, and find meaningful ways to give back to the communities we’re proud to be part of.

On a personal note, I’ve also set some resolutions as a leader. This year, I’m committed to listening more, learning from every challenge, and finding new ways to empower the incredible team at On The Move. Leading with clarity, empathy, and focus are priorities that will help me grow alongside this company and our valued partners.

This year is also a reminder to celebrate the relationships that make all the difference. Whether it’s recognizing the small wins within your team or going the extra mile for your customers, it’s the personal touches that build loyalty and trust. Let’s make 2025 a year of connection and meaningful progress, together.

Thank you for continuing to share your stories and successes with us—we love seeing how you’re using On The Move solutions to grow your businesses. Here’s to another year of growth, innovation, and partnership!

With gratitude,

MEET THE TEAM

NAME TITLE

Maury Westerdale

CJ Stratte

Executive Team

Chairman of the Board

E-MAIL

info@onthemovetrucks.com

President/CEO cj@onthemovetrucks.com

Marina Young Chief Financial Officer marina@onthemovetrucks.com

Sales Team

Daniel Garza VP of Sales and Operations

Jim Ferguson

Tim Moranz

Nicholas Fanuzzi

Priscilla Brito

Michael Glynn

Chelsea Moehle

Stacie Maxwell

Michael Woolard

Charly Burch

Sandra Meckel

Marketing Director

daniel@onthemovetrucks.com

jim@onthemovetrucks.com

Senior Business Development Manager tim@onthemovetrucks.com

Business Development Manager nicholas@onthemovetrucks.com

Business Development Manager priscilla@onthemovetrucks.com

Business Development Manager michael@onthemovetrucks.com

Marketing/Executive Assistant

Insurance Agency

Director of Insurance

SECURELEASE Program Director

Tenant Protection Administrator

chelsea@onthemovetrucks.com

stacie@securelease.com

mike@securelease.com

charly@onthemovetrucks.com

Claims Adjuster sandra@onthemovetrucks.com

Admin Team

Lexie Rose Controller lrose@onthemovetrucks.com

Malachi Brand Business Analyst malachi@onthemovetrucks.com

Noemi Farias

Karen Lunski

Janelle Solis

Krystal Jambers

Juan Castillo

Bobby Stratte

Title and Registration Associate noemi@onthemovetrucks.com

Customer Service Director karen@onthemovetrucks.com

Operations Administrator janelle@onthemovetrucks.com

Staff Accountant krystal@onthemovetrucks.com

Warehouse Manager

juan@onthemovetrucks.com

Warehouse Assistant bobby@onthemovetrucks.com

ON THE MOVE AT TSSA

TURKEYS FOR TEACHERS

On The Move was proud to be a sponsor of Bay Equity Home Loans' Turkeys for Teachers, led by Kevin Grampp. This event took place in Goodyear, Arizona.

NICK FANUZZI AWARDED SALESMEN OF THE YEAR

OUR LONG TIME FRIENDS, SBS CONSTRUCTION, HOSTED THEIR ANNUAL HOLIDAY PARTY AND IT WAS A HIT!

ON THE MOVE EMPLOYEES ENJOYED A FUN-FILLED TIME AT TOP GOLF!

LEXIE ROSE'S DAUGHTER, ZOE, PLAYED TWO PARTS IN THE NUTCRACKER!

"THIS GIRL IS ON FIREEEE"

MARINA YOUNG'S DAUGHTER, SKYE’S NEWEST SKILL IN STUNT CLASSES ISN'T STOP DROP AND ROLL

ON THE MOVE WAS PROUD TO DONATE 20 BIKES TO LOCAL FOSTER KIDS IN NEED THIS HOLIDAY SEASON! THE BEST USE OF A ON THE MOVE TRUCK IS GIVING BACK!!

Leadership Redefined:

DRIVING BUSINESS SUCCESS IN A CHANGING WORLD

In today’s dynamic business landscape, leadership practices are undergoing significant transformation, influenced by the increasing presence of women and younger generations in leadership roles. These shifts are redefining organizational culture, streamlining operations, and enhancing customer experiences. For business owners across industries, embracing modern leadership practices can lead to improved performance, employee satisfaction, and customer loyalty. This article explores key leadership trends reshaping workplaces and offers practical strategies for implementation.

EMPHASIS ON WORK-LIFE BALANCE

Benefit: Enhanced Employee Well-Being and Retention Modern leaders prioritize work-life balance, recognizing its impact on employee satisfaction and productivity. Businesses that offer flexible arrangements often see reduced turnover and a more engaged workforce.

Implementation:

Flexible Scheduling: Allow employees to adjust their working hours to accommodate personal commitments. For example, enabling staff to start earlier or later can help them balance responsibilities more effectively.

Remote Work Options: Use cloud-based tools and management software to facilitate remote work for roles not tied to a physical location, such as customer support or administrative functions.

FOCUS ON PURPOSE AND VALUES

Benefit: Stronger Brand Loyalty and Employee Engagement

Aligning business operations with social and ethical values fosters trust and loyalty among employees and customers alike. Purpose-driven businesses are increasingly viewed as more authentic and reliable.

Implementation:

Corporate Social Responsibility (CSR): Engage in community-focused projects or charitable partnerships. For instance, sponsor local events or donate products and services to nonprofit organizations.

Ethical Practices: Ensure transparency in pricing and decisionmaking. Clearly communicate these values in your marketing materials to build credibility.

TECHNOLOGICAL SAVVY AND INNOVATION

Benefit: Improved Efficiency and Customer Experience

Leaders comfortable with technology are driving innovation by implementing tools that streamline operations and enhance customer satisfaction.

Implementation:

Digital Management Systems: Adopt software to automate bookings, payments, and communication, freeing staff for more complex tasks.

Smart Solutions: Introduce innovations like mobile apps or

automated customer service tools to improve convenience and accessibility.

INCLUSIVITY

AND DIVERSITY

Benefit: Broader Perspectives and Innovative Problem-Solving

Diverse teams foster creativity and innovation. Inclusivity in hiring practices also broadens the talent pool and enriches organizational culture.

Implementation:

Diverse Recruitment: Advertise roles in a variety of forums to attract candidates from different backgrounds.

Inclusive Policies: Develop training programs on cultural competence and ensure equal opportunities for all employees.

COLLABORATIVE LEADERSHIP STYLE

Benefit: Higher Engagement and Better Decision-Making

A collaborative approach fosters teamwork and ensures employees feel val-

ued and heard. This leads to more effective decision-making and a positive workplace atmosphere.

Implementation:

Team Meetings: Regularly gather input from employees to encourage ideasharing and problem-solving.

Open Door Policy: Promote transparent communication channels where employees can voice concerns or suggestions freely.

CONTINUOUS LEARNING AND DEVELOPMENT

Benefit: Skilled Workforce and Organizational Adaptability

Encouraging ongoing learning ensures employees stay ahead of industry trends and adapt to new challenges effectively.

Implementation:

Training Programs: Offer regular sessions on emerging technologies, leadership skills, and customer service.

Mentorship: Pair seasoned professionals with new employees to facilitate

knowledge sharing and professional growth.

TRANSPARENCY AND AUTHENTICITY

Benefit: Enhanced Trust and Credibility

Transparency and authenticity in leadership strengthen trust with both employees and customers. Honest communication fosters loyalty and confidence in the brand.

Implementation:

Clear Communication: Provide regular updates on company policies and goals through newsletters or team meetings.

Authentic Leadership: Lead by example, demonstrating honesty and integrity in all actions.

AGILITY AND ADAPTABILITY

Benefit: Resilience in a Changing Market Leaders who adapt quickly to market changes ensure their businesses remain competitive and prepared for future challenges.

Implementation:

Market Research: Stay informed on customer needs and industry trends through regular analysis.

Flexible Strategies: Adjust business models and offerings as market demands evolve. For example, pivoting to contactless services during a pandemic demonstrates agility.

CONCLUSION

The rise of women and younger leaders is ushering in a new era of innovative, inclusive, and values-driven leadership. By prioritizing work-life balance, embracing technology, fostering inclusivity, and maintaining transparency, businesses across industries can enhance employee satisfaction, strengthen customer relationships, and drive sustainable growth. These leadership trends are not just shaping the future; they are enabling businesses to thrive in a competitive and ever-evolving marketplace.

Incorporating these practices will position organizations as forward-thinking and resilient, ensuring long-term success while fostering a workplace where employees and customers alike feel valued. The future of leadership is here—and it’s transformative.

Maximizing Your Insurance Coverage:

Tips for Self-Storage Facility Owners

As a self-storage facility owner, protecting your investment is paramount.

The right insurance coverage can safeguard your business against unexpected events and liabilities. However, understanding how to maximize your insurance coverage is crucial to ensuring you have adequate protection without overpaying. Here are some practical tips to help you evaluate and optimize your insurance coverage.

1. ASSESS YOUR RISKS

Before selecting an insurance policy, conduct a thorough risk assessment of your facility. Consider factors such as: Location: Are you in an area prone to natural disasters like floods, earthquakes, or hurricanes?

Security: What measures do you have in place to prevent theft and vandalism?

Facility Condition: Are there any structural issues or maintenance concerns that could lead to accidents or damage?

Understanding these risks will help you identify the specific coverages you need.

2. CHOOSE THE RIGHT TYPES OF COVERAGE

Self-storage facilities require a variety of insurance coverages to ensure comprehensive protection. Key coverages to consider include:

Property Insurance: Covers damage to the physical structure of your facility and its contents.

General Liability Insurance:

Protects against claims of bodily injury or property damage that occur on your premises.

Business Interruption Insurance: Covers lost income if your facility is temporarily unusable due to a covered event.

Cyber Liability Insurance: Protects against data breaches and cyberattacks, especially important if you store tenant information digitally.

Natural Disaster Coverage: Specific policies for floods, earthquakes, and other natural disasters, depending on your location.

3. UNDERSTAND POLICY LIMITS AND EXCLUSIONS

Each insurance policy has limits on the amount it will pay for covered claims and exclusions for certain types of damage or events. Carefully review the policy limits to ensure they are sufficient to cover potential losses. Additionally, understand any exclusions that might leave you vulnerable. For instance, standard property insurance might not cover flood damage, necessitating separate flood insurance.

4. CUSTOMIZE YOUR COVERAGE

Working with an insurance broker can be invaluable in tailoring your coverage to meet your facility’s unique needs. A broker can help you:

Identify Gaps: Ensure there are no gaps in your coverage that could expose you to significant risks.

Bundle Policies: Combining multiple coverages into a single policy can often result in cost savings.

Negotiate Terms: A broker can negotiate more favorable terms and premiums on your behalf.

5. REGULARLY REVIEW AND UPDATE YOUR POLICY

Your insurance needs may change over time due to facility expansions, changes in occupancy, or new regulations. Schedule regular reviews of your insurance policy with your broker to:

Adjust Coverage: Ensure your coverage keeps pace with changes in your business.

Update Property Values: Make sure your property insurance reflects the current value of your facility and contents.

Stay Compliant: Adhere to evolving local and state regulations regarding self-storage facility operations.

6. IMPLEMENT RISK MANAGEMENT PRACTICES

Proactively managing risks can lower your insurance premiums and enhance your coverage. Consider implementing the following practices:

Enhanced Security: Install advanced security systems, including surveillance cameras, alarm systems, and secure access controls.

Regular Maintenance: Keep your facility well-maintained to prevent accidents and damage.

Employee Training: Train staff on safety protocols and emergency response procedures.

7. EDUCATE YOUR TENANTS

Encouraging your tenants to purchase tenant protection product can provide an additional layer of protection. Many self-storage facilities offer tenant protection as a convenience. Educate your tenants on the importance of protecting their stored belongings to minimize disputes and claims.

CONCLUSION

Maximizing your insurance coverage is essential for protecting your self-storage facility from potential risks and liabilities. By assessing your risks, choosing the right coverages, understanding policy limits, customizing your coverage, regularly reviewing your policy, implementing risk management practices, and educating your tenants, you can ensure comprehensive protection for your business. Working closely with an experienced insurance broker can help you navigate the complexities of insurance and secure the best possible coverage for your facility.

At On The Move Insurance Agency, we specialize in providing tailored insurance solutions for self-storage facility owners. Contact us today to discuss your coverage needs and discover how we can help you protect your investment and achieve peace of mind.

Stacie Maxwell

Position at On The Move: Director of Insurance

When did you start working at On The Move?

August 2024

Where are you from?

Euharlee, GA

Alma mater: Ga Southern University, Kennesaw State University, Almeda University

What did you do before On The Move? I was the VP of Marketing and Training at Universal Storage Group for the last 12 years and had been with USG for 23 of my 24 years in self-storage. I also formerly managed a restaurant, was the assistant controller for a 20-locaiton brake repair company, and a procurement specialist for

the southeastern engineering division of a national granite mining company. And I had a side gig as a photographer doing weddings, events, and portraits from high school until about 2010.

Favorite thing about On The Move? The people! Everyone has been so welcoming, and the product and procedure knowledge runs deep. I admire everyone here so much!

Tell us about your family: My husband David and I have been married almost 16 years, and we have a bucket list to visit all 63 US National Parks. (We are at 23 so far.) We have 3 kids between us – our oldest Gabe is 25 and our twins, Nate and Rylee, are 13. Gabe is a former Marine and now a successful salesman in Atlanta. Nate is a very tough defensive football player despite often being the smallest on the field and a fantastic wrestler who took 2nd place in the state of GA for his weight class last year and is working up the brackets this year. Rylee is an avid runner for both cross country and track. She holds the championship XC title this year for our region and took 2nd place at the state XC competition, and is now looking forward to returning as reigning region champ for track season and all the school and division records she intends to beat!

STACIE & GABE

Hobbies: Cooking, baking cookies, crochet and other creative avenues, watching football (GO DAWGS!)

Favorite Animal: Otters!!

Favorite Music: Currently I am loving the Turnpike Troubadours and the Red Clay Strays, but I grew up listening to classic rock, so that always has my heart.

Favorite thing to splurge on? Yarn and shoes

NATE & RYLEE

Funny moment at On The Move? Being able to tease all the Texas fans at OTM about UGA beating them… twice! (But holding my breath for the rest of the playoffs and championships – I don’t want to face Texas a third time!)

Proudest moment at On The Move? Being complimented by some of our clients on handling of their accounts. And being proud of the amazing team we are building and the positive changes we are enacting to push the company forward.

FROM NOVELTY TO NECESSITY:

How Smart Units Are Transforming Self-Storage

Over the past decade, the rapid advancement of smart technology has transformed industries and everyday life. Devices like smart doorbells, thermostats, and cameras have evolved from novelties into essential household tools, offering convenience and peace of mind. As consumers have embraced these innovations in their homes, smart technology has entered the self-storage industry, revolutionizing how tenants interact with their units and how facility owners manage their properties.

Much like the evolution of smart home products, smart self-storage units provide the same two key benefits: convenience and peace of mind. Tenants today expect the ability to monitor their stored belongings, receive instant updates on activity, and control access to their units— just as they would with smart home systems like Ring Doorbell™ or Amazon Alexa™. This seamless connectivity helps alleviate one of the biggest concerns people have when using self-storage: the safety of their valuables.

THE SHIFT TOWARD SMART SELF-STORAGE SOLUTIONS

The adoption of smart self-storage units has been fueled by the desire for greater convenience and enhanced protection. Just as a homeowner feels reassured knowing their front door is monitored or their living room lights can be controlled remotely, self-storage customers want similar assurances for their off-site belongings. Whether they’re storing personal items, business inventory, or seasonal gear, tenants want to know that their belongings are protected—and that they can easily access information about their units anytime.

A crucial factor driving this change is the increasing diversity of self-storage tenants. The demand for Smart Units spans across various demographics, from urban millennials to baby boomers and small business owners. For instance:

Urban millennials, who often use small 5x5 storage units as extensions of their closets, appreciate the ease of anytime access and monitoring as part of their connected, fast-paced lifestyle.

Baby boomers, who may store family heirlooms or recreational vehicles in 10x10 or larger units, value the added visibility that smart technology brings to their belongings.

Small business owners utilizing larger 10x20 units to store inventory want to ensure their business assets are safe, especially when they can’t

visit the facility regularly.

This cross-demographic appeal makes smart self-storage technology not just a trend, but an industry-wide shift that aligns with modern customer expectations. According to the 2023 Self Storage Association (SSA) Demand Study, the two fastest-growing features in self-storage are unit monitoring and anytime access—services that directly reflect the influence of smart technology on the industry.

CATERING TO THE NEW GENERATION OF RENTERS

As younger generations like Gen Z and Millennials continue to enter the job market and become renters, they bring new expectations shaped by a lifetime of digital connectivity. These tech-savvy consumers have grown up with smartphones, smart homes, and on-demand services, and they expect the same level of convenience and control from their self-storage experience. This shift is significant for facility owners and operators, as it requires them to rethink their services and how they interact with tenants.

In fact, the latest SSA Demand Study found that unit monitoring is the number one feature Gen Z renters are willing to pay more for. This generation’s willingness to invest in technologydriven services highlights a key opportunity for self-storage businesses. By embracing Smart Units, facilities can attract and retain this younger demographic, while also increasing their revenue by 12-15% per unit with new ancillary services.

INTRODUCING STORAGEDEFENDER: THE PIONEER OF SMART UNIT TECHNOLOGY

One of the leading companies driving this transformation in self-storage is StorageDefender Inc. Founded in 2019, StorageDefender has quickly become a leader in offering smart unit technology as a service for the self-storage industry. The company’s goal is simple: to provide self-storage tenants with 24/7 peace of mind over their valuables, while providing facility owners with a new and reliable source of ancillary revenue.

StorageDefender’s Smart Units as-a-service offer continuous, real-time monitoring of each storage unit. Tenants receive alerts via text message whenever activity is detected inside their unit. This immediate notification allows tenants to confirm whether the activity is legitimate—such as their access—or if it’s a potential safety concern. Whether tenants are on vacation, at work, or simply going about their daily routines, they can rest easy knowing they are connected to their storage units in real-time.

By incorporating Smart Units, self-storage facilities offer tenants a level of control and personalization unmatched by traditional units. Instead of simply relying on external measures like gates or cameras, tenants can actively monitor their units, providing an extra layer of reassurance. This hands-on approach aligns perfectly with modern expectations for connectivity and real-time access to information, making StorageDefender a game-changer for both tenants and facility owners alike.

PROVEN BENEFITS FOR FACILITY OWNERS

StorageDefender’s innovative approach not only benefits tenants but also provides a significant financial boost for facility owners. On a national scale, StorageDefender’s facility partners have reported a 12-15% revenue increase per unit by offering Smart Unit services to tenants. This revenue comes from the additional premium tenants are willing to pay for the increased visibility, real-time monitoring, and personalization that Smart Units provide.

In addition to the direct revenue gains, Smart Units also contribute to improved tenant retention. A

survey conducted by StorageDefender found that 78% of tenants with Smart Units would seek out similar features in their next storage facility. This indicates that once tenants experience the added peace of mind and convenience of Smart Units, they are more likely to stay loyal to the facilities that provide them. By offering these tech-driven features, facility owners can reduce tenant turnover, fostering long-term relationships that increase profitability over time.

Tenant feedback further underscores the value of Smart Unit technology. Nicole M., a tenant in Austin, Texas, shared her positive experience, stating, “The Smart Unit monitoring system is great! I get a text every time I go to my storage to make sure it’s me. This makes me feel more confident in storing my personal belongings at this facility.” Reviews like this demonstrate how Smart Units can enhance the overall tenant experience, making self-storage facilities more attractive to prospective renters.

LOOKING AHEAD: THE

FUTURE OF SMART SELF-STORAGE

As the demand for smart technology continues to grow, self-storage operators who adopt these innovations will be better positioned to attract a broader range of tenants and maximize profitability. Younger generations,

particularly Gen Z and Millennials, are setting the stage for future expectations, and they are willing to pay a premium for services that align with their tech-driven lifestyles.

By partnering with companies like StorageDefender, self-storage facilities can offer the next level of convenience and visibility that modern renters demand. Whether it’s a millennial needing extra closet space, a baby boomer safeguarding family heirlooms, or a small business storing inventory, the universal appeal of Smart Units is undeniable. In an increasingly connected world, offering smart technology in self-storage isn’t just a competitive advantage—it’s a necessity.

Brook Bland is the Marketing Manager at StorageDefender Inc., the pioneer leader in smart tenant unit monitoring services for the selfstorage industry. StorageDefender enhances tenant peace of mind while providing storage facilities with a new, independent, recurring revenue stream per unit. Brook obtained a Bachelor's degree in Marketing from the University of North Texas and is passionate about all things marketing and self-storage. For more information, call (877) 533-3363 or email brook@storage-defender.com.

©Copyright 2024 StorageDefender Inc.

IThe Treasure Davis Team’s Community Impact

n the bustling, fast-growing city of Colorado Springs, where the majestic Rockies serve as a backdrop to vibrant neighborhoods, the Treasure Davis Team, brokered by eXp Realty, has carved out a unique space—not just in real estate but in the hearts of the community. Known for their deep commitment to service, their story is one of growth, resilience, and giving back.

Central to their operations is a branded moving truck that’s as much a tool for business as it is a vehicle for goodwill. It’s not just a moving truck; it’s a symbol of their philosophy of service, both to their clients and to the community they call home.

From Humble Beginnings to a Powerhouse Team

When Treasure Davis began her real estate career in 2005, it was just her, her husband Aaron, and one dedicated listing manager. Over the years, her reputation grew alongside her team. Today, the Treasure Davis Team boasts nearly 30 agents and 10 administrative support staff, operating as a well-oiled machine. Yet despite this growth, the team’s focus has always remained on creating exceptional experiences for all clients and building a legacy of giving.

"Real estate is competitive, but what sets us apart is our unwavering commitment to our clients and our community," shares Treasure Davis. "We’re not just here to close transactions; we’re here to make a difference."

A Truck That Does More Than Move

The team’s branded moving truck is offered to clients free of charge—a tradition they’ve maintained for over a decade. Whether a family is relocating to their dream home or a longtime client needs help with a move, the truck is always there as a trusted resource.

"Even clients from over 10 years ago still reach out to reserve the truck when needed!" Davis explains "It’s wonderful to see how much the truck has become a part of their lives, and we’re proud to provide that support."

But the truck’s impact goes far beyond serving clients. It plays a vital role in the Davis’s Team community outreach efforts. One of their favorite initiatives is partnering with the Bob Telemosse Foundation every Christmas. The team fills the truck with hundreds of stuffed animals and delivers them to an event center, spreading holiday joy to children.

"Giving back is a cornerstone of who we are, and it’s an honor to make a difference," Davis shares "This annual tradition with the Bob Telemosse Foundation is just one example of how we use the truck to create lasting memories and support meaningful causes."

The truck is also loaned out for various charity events throughout the year, including quarterly initiatives such as helping build homes for underserved

families and supporting assisted living communities.

Beyond Marketing: A Symbol of Hope and Service

The Treasure Davis Team’s truck is more than a moving billboard—it’s a symbol of the commitment to service. While the truck’s eyecatching design undoubtedly helps with branding, its primary purpose is to help those in need.

Over the years, the team has used the truck to assist clients in tough situations, such as elderly homeowners who lack the resources to move.

"Our agents often volunteer their time to help clients move during challenging circumstances," Davis explains. "We’ve seen situations where someone needed to sell their home but had no way to move their belongings. In those moments, we step in with the truck and our team to lend a hand. It’s not about business; it’s about helping people when they need it most."

These acts of kindness have made a lasting impression not only on the clients they’ve helped but also on the broader community.

A Commitment to Colorado Springs’ Military Community

As a military town, Colorado Springs has a strong connection to service members and their

families, and the Treasure Davis Team has made it a priority to support this community.

"We are proud to serve our military families," Davis says. "Many of our clients are current or former service members, and we understand the unique challenges they face, especially when relocating. Our truck is a way for us to show our appreciation and give back."

The truck itself reflects this dedication. Recently rebranded with a sleek black-and-white design and military-focused imagery, it stands as a tribute to the military community while continuing to serve as a practical tool for charity and business.

A Culture of Connection and Giving Back

The Treasure Davis Team’s commitment to their community extends far beyond the truck, hosting several events throughout the year to foster relationships with their clients and show appreciation for their loyalty. From Thanksgiving pie pickups to movie nights, these events create a sense of belonging and gratitude.

"Our goal is to build lasting relationships," Davis shares. "Real estate isn’t just about buying and selling homes—it’s about creating meaningful connections and being a part of our

clients’ lives long after the transaction is complete."

These efforts have helped the team stand out in a highly competitive real estate market. Their emphasis on customer service, combined with their innovative marketing strategies and community involvement, has solidified their reputation as leaders in the industry.

Looking Ahead

As the Treasure Davis Team continues to grow, their moving truck remains a cornerstone of their mission. It’s a tool that represents their values: service, compassion, and a dedication to making a positive impact.

"We’re honored to have a resource like this truck that allows us to give back in so many ways," Davis reflects. "Whether it’s helping a client during a tough time or supporting a local charity, we’re proud to use it to make a difference."

The road ahead for the Treasure Davis Team is bright, filled with opportunities to continue serving their clients and their community. Their story reminds us that success isn’t just measured in transactions or accolades—it’s measured in the lives touched and the difference made along the way.

2025 upcoming trade shows & conferences

SOUTH CAROLINA SELF STORAGE ASSOCIATION

FEBRUARY 6

TSSA LUNCHEONSAN ANTONIO MARCH 18

ISS VEGAS APRIL 22-25

SSA SPRING CONFERENCE & TRADE SHOW MARCH 11-14

IN-KY-OH SSA SHOW APRIL 7-8

TSSA EXECUTIVE RETREAT JUNE 4

Proud Members Of

Highest producing team in South Dakota since 2017 and ranked #18 in nation!

Moving Hearts: Stories of One Truck’s Impact

"When Bay Equity Home Loans

first invested in our community moving truck five years ago, we couldn’t have imagined the incredible journey ahead. What started as a tool to offer our clients a free move with their home loan has grown into a symbol of community support and partnership.

From the beginning, the truck’s purpose was clear: to enhance our service and strengthen our brand presence. What we didn’t anticipate was how deeply it would connect us with the people and organizations in our community.

One late evening, I received a call from local law enforcement. They needed immediate assistance to help a family escape a domestic violence situation and relocate to a safe space. Without hesitation, I met two officers at our office to hand over the truck keys. That night, our truck became a lifeline, helping this family transition to a healthier environment.

In 2023, our partnership with a local charity that supports underprivileged youth opened yet another door for meaningful impact. The truck delivered hundreds of school supplies and brand-new bikes donated by

Walmart, bringing smiles to countless children. This collaboration led us to Mana House, a nonprofit helping veterans rebuild their lives. Through our truck, they transported 22 mattresses to furnish apartments for veterans starting fresh.

Over the years, we’ve also assisted families moving elderly loved ones into assisted living, offering them a practical solution during life’s transitions.

Through these experiences, our Bay Equity Home Loans team has built a reputation that goes beyond home lending. Our truck has become a beacon of hope and a tool for change, embodying our mission to give back, support, and uplift.

As we look to the future, I am incredibly proud of what this truck represents—not just for our business, but for the community we serve. Thanks to On The Move, our community moving truck has revolutionized our brand and allowed us to make a lasting impact. Small gestures can truly create big change, and we’re honored to be part of this journey."

From Charity to Tax Benefits:

The Power of Your Moving Truck

Self-storage facility owners and real estate agents are constantly looking for ways to maximize their resources and strengthen ties with their local communities. Did you know that donating the use of your branded moving truck to local charities can provide a financial benefit while supporting a good cause? That’s right—loaning out your truck for charitable purposes can qualify as a tax deduction of up to $200 per day.

Here’s how it works and why it’s a great opportunity for your business.

TAX BENEFITS OF DONATING TRUCK USAGE

The IRS allows business owners to deduct the fair rental value of assets used for charitable purposes. For a moving truck, this can translate to a deduction of approximately $200 per day. By donating the use of your truck to local charities, schools, or community events, you can provide much-needed support to these organizations while reducing your taxable income.

Imagine your truck helping a food bank deliver meals, assisting a local nonprofit with a fundraiser, or enabling a school to transport event materials—all while giving you a tax advantage.

HOW TO QUALIFY FOR THE WRITE-OFF

The process is straightforward: Choose Local Charities: Partner with

organizations that align with your values or resonate with your community. Popular options include food pantries, shelters, or community events.

Document the Donation: Whenever your truck is loaned out, request a receipt or written acknowledgment from the organization. This document should include:

The name of the organization

The date(s) of the truck’s use

A description of how the truck was used

A statement confirming no goods or services were exchanged for the donation

Track Fair Rental Value: Work with your accountant to determine and claim the appropriate fair rental value of the truck on your taxes. For most branded trucks, this is estimated at $200 per day.

BOOST YOUR COMMUNITY PRESENCE

Donating your truck isn’t just about tax savings—it’s a marketing goldmine. Every time your truck is out in the community, it’s acting as a mobile billboard. Your company logo and branding are seen by hundreds of potential customers, creating awareness and reinforcing your business’s commitment to the community.

In addition, by associating your business with charitable organizations, you position yourself as a business owner who cares about making a positive impact. This helps build trust and loyalty among your current and

prospective clients, giving you a competitive edge in the market.

STEPS TO GET STARTED

Promote Your Program: Let your community know that your truck is available for charitable use. Social media, flyers, and email campaigns can help spread the word.

Schedule Donations: Set up an easy scheduling system so organizations can request your truck when needed. This helps avoid conflicts and keeps your operations running smoothly.

Leverage the Opportunity: When your truck is used for a cause, take photos or videos to share on your social platforms. Celebrate your partnership with the charity and thank your community for supporting your business.

MAKE A DIFFERENCE, GET A DEDUCTION

By donating your truck usage, you’re giving back to your community while enjoying a practical tax benefit. It’s a win-win situation: local organizations gain valuable resources, your brand gains exposure, and you receive financial advantages.

If you’ve been looking for ways to enhance your community engagement, donating your truck could be the perfect solution. Talk to your accountant to ensure compliance with tax laws, and start making an impact today!

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