Question 1

As a % of total sq ft, how much was used in 2025? A Utilization rate of 90% plus is stated in the deal specs. That would indicate without a price increase (more revenue), profitability is questionable. Scaling with more space is that an option at this point? $8 million valuati...

Accepted Answer

The 90% utilization rate you’re referencing reflects our pilot location, which is already profitable on a standalone basis. We are intentionally using this location as the proof point for our operating model and as the blueprint for future growth. We opened our third location this past summer. Based on our historical performance, locations typically require 12–18 months to fully stabilize, and we expect this site to reach stabilization within the next six months. Looking ahead, we plan to sca...

Question 2

What does it take to open up a new location? Do you see this driven primarily from investment or profitability?

Accepted Answer

Our current estimates, based in part on ongoing and recent negotiations, suggest that the capital expenditures required to open new locations may range from approximately $250,000 to $500,000 per site, depending on factors such as size, location, and buildout requirements. We generally target achieving positive cash flow at the location level within approximately 12 to 18 months; however, this timing is not guaranteed and may vary based on market conditions and execution. We intend to use a c...

Question 3

What is the exit plan (acquisition, IPO, merger, etc.) in which investors will be able to see a ROI?

Accepted Answer

Thanks for the question. This is an important one. Our focus is on building a scaled, regional co-warehousing platform. As outlined on our page, we’re working toward a multi-location footprint—targeting growth to ~20 locations over time across the Southeast. If we execute on that strategy, we would expect to evaluate strategic opportunities as the company matures, which could include an acquisition or similar transaction. That said, timing and outcomes are uncertain, and there is no guarantee...

Question 4

amazing. this is the missing piece I have been looking for! funny some started calling me "Walmart". in short cause through companies I am a share holder in I can provide many things people need(one stop shop). people love that. Over 160 in my portfolio ..few questions 1. as I...

Accepted Answer

Thanks for the thoughtful questions — really appreciate you digging in. 1) Tours Yes we can coordinate tours outside standard times. If you’re in NC this weekend, feel free to email us at jason@bluecowarehousing.com and we’ll try to accommodate based on availability. 2) Profitability / financials / margins Our planned expansion model is informed by the unit economics at our 510 Pylon Dr pilot location. That location helped us understand pricing, occupancy, and operating costs, and gave us con...

Question 5

Hi Jason. What's your estimated TAM for Blue Co?

Accepted Answer

Co-warehousing is a relatively new concept with fewer competitors, but the TAM for storage and warehouse data that I found sits at roughly 54 billion.

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