I don't disagree with him. I think there's a strong argument that UNC adds more value to the conference than either of the other schools when you consider that it expands the conference footprint to include a new state (9th most populous in the country) with a sports program that is a national brand. While they don't bring the football resume of the other two, they are probably top 3 in basketball.
And, unlike the other two, UNC would be an attractive candidate _right now_ for the Big Ten as well. I think that would offer some additional incentive to bring them into the SEC as a defensive play. It would lock down the flagship university of a southern state before the Big Ten can intrude.