UNDERWRITE SELF-STORAGE WITH CONFIDENCE
A professional self-storage real estate underwriting and analysis toolkit designed specifically for self-storage investing. Quickly and clearly evaluate self-storage acquisitions, investments, and pro formas with investor-grade accuracy.
Use promo code HOLIDAY30 at checkout to get $30 off the Self-Storage Analysis Toolkit for a limited time.
The analysis toolkit is an Excel spreadsheet and PDF guide you can use today—and keep forever.
Not a Course. Not a Subscription. Not a Coaching Program.
Get to the numbers that matter most to your self-storage investment or acquisition in a matter of minutes: Potential and Effective Gross Income, Acquisition and Pro Forma NOI, Debt Yield, DSCR, Annual Debt Service, Exit Value, Equity Multiple, and more!
No macros. No circular references. No jumping between endless input tabs.
Whether you're running the numbers on your first self-storage acquisition or comparing multiple opportunities, this toolkit helps you:
Underwrite self-storage real estate quickly and accurately
Perform cap rate sensitivity analysis
Adjust occupancy, growth rates, financing, OpEx, and CapEx
Visualize monthly and annual cash flows
Compare KPIs, including unlevered vs. levered returns
Know what you can afford before making an offer
You don’t need hours of videos, workshops, seminars, or an expensive masterclass to understand self-storage investments. It’s underwriting and cash flow modeling made simple and repeatable!
What’s In the Toolkit:
Step-by-Step PDF guide to define inputs, explain how certain calculations are done, and provide guidance on reasonability.
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Plug-and-Play Excel Model to have you analyzing self-storage investment performance in minutes.
See how you can evaluate a real self-storage deal in minutes!
“Every self-storage model I found was either insanely complicated or missing the basics. This model and guide gave me clarity. I could assess multiple properties in one sitting.”
“This saved me from overpaying. I understood what I could actually offer on a self-storage property and still hit my return targets. Huge stress relief.”
“I didn’t want an endless sales pitch. I just needed a clean, reliable underwriting model. This gave me exactly what I needed without the hassle.”
Don’t spend hundreds on institution-level models that are unwieldy and have more inputs than you’ll ever need. And definitely don’t spend thousands on courses or coaching.
For one flat price, you’ll receive a plug-and-play cash flow model and handy walkthrough guide, designed for intuitive use by anyone. Find out more here, or check out the YouTube channel for walkthroughs!
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Then this is designed for you! All input fields are clearly labeled (blue), outputs are locked (black), and the accompanying guide walks you through each section—no advanced Excel skills needed. All inputs are located on a single tab.
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The guide provides definitions of the model’s inputs, how those inputs impact the cash flows and returns, and what’s considered reasonable or industry standard when it comes to self-storage analysis.
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The files will be delivered in a zip folder to the email address you provide at checkout.
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Then this will feel refreshingly efficient. The model isn’t trying to be a 1,000-input institutional tool. It’s designed so that the actual levers that move self-storage valuations and investor returns are the focus. Experienced users usually end up adopting this as their day-to-day underwriting model because it’s faster to use, easier to explain to partners, and simple to iterate when assumptions change. If you’re underwriting regularly, the time savings alone covers the cost almost immediately.
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Minor updates and patches are free for existing customers. Just submit your prior purchase details through the Support page and you’ll receive the latest version. Major upgrades (e.g., v1 → v2) are treated as new products and will require a new purchase.
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The model is intentionally simple and intuitive to level the playing field between Excel wizards and beginners. Most people are underwriting deals within 15–30 minutes. The guide is always available for you to reference.
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Not in this version. This model calculates total deal returns (levered and unlevered). A future package will include GP/LP waterfalls, preferred return structures, and promote tiers. So stay tuned!
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In general, yes. It is intended for investors analyzing and underwriting potential acquisitions, or evaluating the performance and modeling the exit scenarios of their existing assets. Future models will include these components. However, it would be a great model for the business’ performance after the opening of a new self-storage facility.
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Yes. The layout is clean and professional. Many users share the summary outputs directly when discussing deals with lenders, brokers, partners, and LPs.
Use promo code HOLIDAY30 at checkout to get $30 off the Self-Storage Analysis Toolkit for a limited time.