Self-Storage Facility Acquisition
Value Proposition Canvas

Ready-made workbook with clear headers, occupancy and revenue tabs, and a due-diligence checklist. The layout requires minimal setup: plug property inputs, capex plans, and financing terms to generate a pitch-ready output. Plug numbers and start analysis. What this format hides: local zoning exceptions and lease quirks.

Ready-to-use acquisition worksheet

Occupancy and revenue tabs included

Built-in cashflow templates

Minimal setup; quick input

Organized around investor and seller jobs-to-be-done (JTBD): passive income, capital appreciation, and seamless exits for owners. It maps tenant experience upgrades to revenue upside so your story links operational moves to financial outcomes. Focus on investor goals, not fluff. What this simplifies: tenant onboarding details.

Investor personas mapped

Owner exit scenarios mapped

Tenant service improvement focus

Aligns features to investor pains

Includes pre-written deal memos, investor pitch copy, and acquisition narrative tailored for self-storage assets. Use the text as-is or edit assumptions, IRR targets, and hold periods to match your strategy. Shortcuts your deck and deal memo. What this doesn't include: legal contract drafting.

Deal memo templates included

Acquisition checklist ready

Editable investor pitch copy

Customize financial assumptions easily

Designed for team use: cloud-friendly Excel, editable Word narrative, and clear input/output segregation so acquisition, operations, and investor-relations can work together without overwrite issues. Work together without version chaos. What this requires: coordinated access control.

Cloud-ready Excel layout

Comment-compatible Word docs

Single-source financial model

Role-based input sections

Built-in comp-set benchmarking and amenity comparisons let you score local rivals on price, occupancy, and service. The worksheet produces renovation priorities that raise effective rent and occupancy. Show where your asset wins. What this omits: exhaustive local broker intel.

Comp set benchmarking tab

Amenity and price comparison

Differentiator scoring matrix

Actionable renovation priorities

Presentation-ready dashboards, color-coded summaries, and exportable charts make investor decks fast and consistent. Occupancy trend charts, NOI waterfall, and sensitivity tables are preformatted for slides. Investor-ready slides, no heavy edits. What this assumes: standard slide aspect ratios.

Dashboard-ready charts included

Color-coded financial summaries

Exportable slides and tables

Clean charts for investor decks

Maps accredited investors, family offices, institutional funds, and independent owners to messaging, return targets, and hold horizons so you can tailor outreach. It matches capital preferences to deal types (hold vs. value-add). Match message to buyer type. What this needs: your CRM segmentation.

Segments by investment horizon

Capital preference mapping

Risk-return profile tabs

Exit strategy matching

Includes a short validation matrix to score clarity, uniqueness, and urgency of the acquisition thesis against buyer needs. Use quick interviews and scoring thresholds to decide go/no-go before fundraising. Score fit before raising capital. What this won't predict: macro rate shocks.

Fit scoring matrix included

Customer interview guide

Priority action recommendations

Thresholds for go/no-go

Eliminates many consultancy hours by providing ready financials, pitch copy, and due-diligence templates. Use internal teams to produce investor-ready materials faster and at lower cost. Save consultant fees and weeks. What this replaces: basic advisory scoping work.

Pre-built financial model saves hours

Templates reduce advisory costs

Faster due diligence prep

Lower marketing and pitch costs