310. Complete Walkthrough of Our Newest Self Storage Purchase (Financials)

Self Storage Income

AJ Osborne

Entrepreneurship, Education, Investing, Business, How To

4.9 • 591 Ratings

🗓️ 19 August 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today we’re giving a complete financial walkthrough of our newest self storage investment. From purchase price to rental income, return numbers, and how we’re funding it, this is a complete breakdown of a facility that could very well be bringing in $1,000,000/year in the near future. This was not only a deal but a steal, and proves that there are profitable facilities in the market just waiting to be bought up.

But this storage investment is a little special. We’re not just acquiring a facility, upgrading it, and waiting for the rents to roll in. We’re expanding on this self storage investment, adding over 200 units to an already profitable investment. The best part? We’re planning to massively increase not only the cash flow, but the tax benefits by doing so, allowing us to cash-out a substantial tax-free sum in the next few years.

This facility is in what we call a “Goldilocks Zone.” There are hundreds of markets around the country that are stuck in these sweet spots that YOU can be buying in right now. Want to see how we conservatively underwrite self storage deals so they’re primed to overperform? We’re sharing all the numbers (and our methods) in this episode!

What you’ll learn in today’s show:

Our plan to increase this facility’s revenue by hundreds of thousands
The “Goldilocks” markets that every self storage investor should be looking into
How we underwrite and analyze self storage investments (conservatively)
The massive tax incentive for investors to build new units and expand their properties

The solid returns we’ll make WITHOUT factoring in market appreciation

Get our FREE self storage starter pack to learn how to analyze, underwrite, and operate your next storage investment: https://www.selfstorageincome.com/youtube
Self Storage Demand 101: Know WHAT to Buy (Full Guide): https://youtu.be/5GYZbRXkODk?si=ihzn_Qnn26r_C4yj

🌳 Work with someone experienced in self storage loans at Live Oak Bank! https://www.liveoakbank.com/business-loans/self-storage/

📖 Get AJ's book that teaches you everything he knows about self-storage https://a.co/d/aRSKcSq

📉 Take advantage of today’s market conditions and invest with us: https://cedar.cc/invest

Transcript

Click on a timestamp to play from that location

0:00.0	You have a gross effective rental income of right around a million dollars.
0:04.2	This is my favorite strategy in storage, and so we got a great deal breakdown.
0:14.6	Welcome everybody to self-storage income, and we are going through a self-storage deal that we are
0:23.4	currently buying. We have it under contract. We've done multiple deals this year and we are targeting
0:30.4	by the end of this year another about 100 million in assets. So we're running around here. We're hiring. It is really busy.
0:40.4	And I wanted to do an actual look and a deal breakdown for everybody to say, what do certain
0:47.7	types of deals look like? What are we targeting? And I think it's important to know that
0:52.9	although today for people listening or watching this,
0:57.2	it looks like our firm, right?
1:00.2	I think sometimes it can seem too far off.
1:04.4	You know what I mean?
1:05.0	It's just like you have all these employees.
1:07.2	You're buying these big deals.
1:08.6	I can't relate.
1:10.3	Our model, though, that we're doing has
1:13.9	fundamentally not changed. The amount of deals and transaction has, how we go about it has improved
1:22.0	over the last two decades with technology, but it's still the same things that everybody
1:26.6	else does and can have access
1:28.1	to. Yeah, it's the same fundamentals that you're going to be looking at today right now,
1:32.7	looking at small deals, looking at big deals. And this is a deal that most people would buy
1:36.8	we're looking at today. In fact, this deal strategy we did on Hayden. So this exact strategy we did on
1:42.9	Hayden, we did it on a couple other deals from 10, 15
	...

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