How to Underwrite Self Storage with Sam Whitaker
Self Storage Income
AJ Osborne
4.9 • 591 Ratings
🗓️ 23 September 2019
⏱️ 56 minutes
🧾️ Download transcript
Summary
That's right everybody, we're at it again, bringing you more everything that is self storage.
In this episode I decided to bring on someone who has been instrumental in growing our self storage portfolio. That person is the one and only Sam Whitaker, my amazing and super talented CFO.
We talk about everything from what you should look for when looking at potential self storage investments, to contract terms, to finding the right deals, and so much more.
This is an episode you absolutely don't want to miss.
Thanks for hanging out on the Self Storage Income Podcast. I'll see you next time,
AJ
Be sure to go to Selfstorageincome.com to get your free copy of my Self Storage Playbook. This step by step playbook walks you through from start to finish - how to identify a self storage market, how to perform due diligence, how contact a current owner, and ultimately how to land a storage facility deal.
You can also find the Self Storage Income Podcast on:
Transcript
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| 0:00.0 | Looking to create wealth and income through high cash flowing real estate, self-storage is the fastest growing and the newest real estate asset that has outperformed all others. |
| 0:10.0 | What's it secret? |
| 0:11.0 | I'm A.J. Osborne and with over a million square feet that we have built, acquired, expanded, and even converted big box stores, from third tier markets to large 100 plus thousand |
| 0:23.2 | square foot facilities, we have seen it all. |
| 0:26.1 | This is the podcast that we're going to discuss and bring on the best investors and operators |
| 0:31.4 | in the nation to show you how to create wealth and income with self storage. |
| 0:37.0 | Welcome to self-storage income i'm super excited |
| 0:43.4 | about our podcast today because we get to interview one of my favorite people in the world and we |
| 0:50.3 | get to do deep dive today so before we we get started, get a little introduction here. |
| 0:55.6 | You've probably seen Sam Whitaker on my social media as well as other things, including |
| 1:00.7 | some of our videos online. |
| 1:03.9 | And that is because Sam is one of my partners in our business, bitter. |
| 1:08.2 | So we have worked together for a long time and Sam helped us |
| 1:14.3 | do everything from kind of the start when we got started and we had to figure out how to make |
| 1:19.4 | this thing work. And that required a lot of long days, particularly because our other partner and I |
| 1:25.5 | still ran our other businesses. And so that left Sam a lot to |
| 1:32.5 | figure out and work some hard problems. He's officially the CFO. But as all of the entrepreneurs |
| 1:40.0 | out there know and anyone's starting businesses, that really means that, you know, that's his designation as title. But when you're starting up a business, you are whatever comes |
| 1:49.4 | across your desk. And that is kind of the role, you know, that me and Sam have been in for a long |
| 1:55.2 | time where it has just been a constant switch and you just get done whatever needs to be get done at that time. |
| 2:03.6 | We've stabilized a lot since that time. But what I want to focus on and have Sam talk with you today is one of the pivotal parts that Sam plays within our organization is the underwriting of the assets and finding. So when I'm, |
| 2:21.2 | I'm out trying to dig up deals 24-7 and then once we get deals up to a place where we think |
... |
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