Investor Center
Investor resources for self storage investing
The reference material we give our own investors: calculators for testing an offering’s arithmetic, market context for the regions we build in, and plain-English definitions for the terms that appear in every deal document.
From the blog
Case studies
One project at a time, from underwriting through exit — what we modelled, what we built, and what the investors behind it earned.
19.2% IRR
Ground-up · Rocklin, CA
Summit Storage: from dirt to stabilized in 30 months
How we underwrote an undersupplied submarket and delivered ahead of projection.
Investment calculator
Estimate the projected outcome of a self-storage investment. Adjust the inputs to model different amounts, target returns, and hold periods.
Illustrative only. Assumes returns compound at the target IRR over the hold period. Actual results vary; not an offer or projection of any specific investment.
Self storage calculator hub
Free, dedicated calculators for every metric that matters in a self-storage investment — each on its own page with formulas, worked examples, and guidance.
Cap rate calculator for self storage
Calculate capitalization rate from NOI and purchase price.
cap rate calculator
Open calculatorSelf storage ROI calculator
Turn total profit and invested capital into a return-on-investment percentage.
self storage roi calculator
Open calculatorBreak-even occupancy calculator
Find the occupancy needed to cover operating costs and debt service.
break-even occupancy calculator
Open calculator
Industry statistics
Key numbers that frame the self-storage opportunity. Illustrative industry estimates for context.
Market reports & guides
Investor glossary
The terms you will meet in an offering package, defined without jargon.
Cap rate
Net operating income divided by property value — a measure of unlevered yield.
NOI
Net operating income: revenue minus operating expenses, before debt service.
IRR
Internal rate of return — the annualized return accounting for timing of cashflows.
Preferred return
A minimum return paid to investors before the sponsor shares in profits.
Requesting a guide does not create an investment relationship. Our offerings are made only to verified accredited investors under Reg D 506(c).
Start with the investor guide
A plain-English walk through passive self-storage investing — the risks, the returns and the process, start to finish.