A PPM for self-storage acquisitions and portfolios

Self-storage covers climate-controlled and drive-up storage facilities ranging from single-property suburban facilities to multi-property regional portfolios. The asset type has a low operating-expense ratio, tens of thousands of small-dollar customer relationships, and significant management-upside opportunity in owner-operated properties.

Deals in the wizard range from single-facility acquisitions in the $1.5–$6M equity range to multi-property portfolios in the $10M+ range.

Self-storage disclosure usually covers a facility description (net rentable square feet, unit count, climate-control percentage), an occupancy and rate trend, a market-supply analysis (competing facilities within a 3–5 mile radius), a management-technology plan, and the value-add thesis (rate optimization, ancillary-revenue programs, expansion).

The risk library loads supply-pipeline risk, revenue-management-execution risk, and economic-sensitivity risks by default. Self-storage has performed through cycles but is not immune to local oversupply, and the wizard encourages honest framing of that exposure.

Self-storage deals commonly run as Delaware LLCs offering Class A units under Rule 506(c), with a 7–8% preferred return, a 60–70% LTV senior loan, and a 5–7-year hold. Expansion deals (adding units to an existing facility) often carry slightly higher projected returns reflecting construction risk.