Photo of Safe Space Storage facility in Pasadena, TX at night

Our
Approach

Investment Process

  • Site Selection

    Identify strategic markets and properties that align with investment criteria, focusing on high-demand areas and value-add opportunities.

  • Offer & Acceptance Agreement

    Negotiate and execute a purchase agreement between buyer and seller, securing the property under contract.

  • Due Diligence & Feasibility Period

    Conduct financial analysis, property inspections, zoning reviews, and risk assessments to ensure viability and mitigate investment risks.

  • Capital Raise from LP Investors

    Secure funding from accredited investors through syndication or fund structures, ensuring sufficient equity for acquisition and development.

  • Closing

    Finalize the purchase by completing legal and financial transactions, transferring ownership from seller to buyer.

  • Construction & Development

    Implement project plans, oversee renovations or new construction, and manage contractors to enhance property value.

  • Asset Management

    Optimize operations through strategic leasing, revenue management, and cost control to maximize returns and maintain property performance.

  • Sale, Exit, Disposition

    Execute an exit strategy, either through refinancing, sale, or portfolio repositioning, ensuring maximum returns for investors.

Target Properties
with High ROI

The acquisition process for self-storage facilities includes defining an investment strategy, market research, deal sourcing, preliminary evaluation, due diligence, valuation, financing and closing. The post-acquisition plan focuses on implementing the business strategy and optimizing revenue. Target facilities for high ROI include value-add opportunities, distressed properties, and facilities in growing markets. Key metrics for high ROI include cap rate, cash-on-cash return, and internal rate of return.

Build Best-In-Class Facilities

Conversion

Self-storage conversion involves transforming an existing building into a self-storage facility. Key aspects include building suitability (ceiling height, structural integrity, floor load capacity) and location factors (population density, visibility, accessibility, proximity to competitors). Cost advantages include avoiding land acquisition and new construction expenses. Suitable property types include big-box retail stores, warehouses, industrial buildings, and office buildings. Regulatory and zoning considerations, as well as interior design and modifications, are crucial. Market benefits include adaptive reuse and quick capitalization on demand.

Photo of Butterkrust building before storage conversion
Before
Photo of Butterkrust building after storage conversion
After

Ground-Up

Building from the ground up allows us to create self-storage facilities meticulously tailored to a market’s specific demands, offering key advantages for our investors. We implement cutting-edge designs and technology to maximize operational efficiency and minimize long-term costs, ultimately enhancing investor returns. Strategic site selection in prime locations with unmet demand ensures a competitive edge and strong occupancy rates. Furthermore, new construction projects inherently appreciate over time, allowing our investors to participate in the creation of a valuable asset with significant growth potential.

Photo of a tractor preparing ground for self storage facility

Expansion

Expanding existing self-storage facilities presents a strategic opportunity to capitalize on proven market performance while offering distinct benefits for our investors. This approach mitigates risk and accelerates returns by leveraging existing customer bases and operational frameworks. Expansion allows us to add new units with a wider range of sizes and amenities, increasing rental income and profitability. It also enhances our market presence and brand recognition, leading to increased customer loyalty and a stronger competitive position. Finally, expansion projects often utilize existing infrastructure and management, leading to greater efficiencies and cost savings.

Photo of construction working framing self storage facility
Photo of a woman opening storage unit

Maximize Value

The asset manager in real estate investments maximizes property value and returns by overseeing operations, implementing investment strategy, managing finances, collaborating with property management, and managing capital expenditures. They also act as a liaison between the property and the investors and conduct market research to ensure the property remains competitive while mitigating potential risks.