
Why Real Estate?
Real Estate is I.D.E.A.L.

Income
Real estate generates monthly income through rental and other fees

Depreciation
Depreciation or the tax benefits from owning investment real estate

Equity
Equity Buildup through increasing NOI and paying down the mortgage

Appreciation
Appreciation through rental increases

Leverage
Leverage which gives you the ability to control a large asset with a relatively small amount of capital
Real Estate vs. Stocks
This chart compares a hypothetical $100,000 investment in private real estate (NFI-ODCE) and the S&P 500 from 2000 to 2023. It highlights how adding real estate to a portfolio can diversify returns and potentially enhance overall growth, demonstrating a different trajectory than the stock market alone.

We’ve Made
Self-Storage a Focus
While we have deep experience in acquiring, developing, and operating a diverse range of assets classes such as multi-family, industrial, retail in 2015 we concentrated on self storage due to the historical returns outperforming all other asset classes.

Self-Storage vs Other Asset Classes
Chart showing average rate of return by asset class over the last 28 years.

Source: Nareit
Why Self-Storage?

Higher ROI
Lower operational expenses and higher ROI compared to other real estate asset classes.

Economic Resilience
Economic resilience, performing well in both upturns and downturns.

Business Model Flexibility
Flexible business model with various unit types and additional revenue streams.

Simplified Tenant management
Simplified tenant management with fewer regulatory challenges.

Scalability and Diversified
Scalability and diversified income from numerous units.

Historically Resilient
Historical resilience during economic downturn