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Our Proformas Are Living in the Past – It Is Time To Change That

Our Proformas Are Living in the Past – It Is Time To Change That

by Mark Helm | Oct 23, 2026 | Financial Analysis

The self-storage industry is evolving fast, and one of the biggest challenges we struggle with is financial modeling today. If you are in the acquisition business of self-storage, you have subscriptions...

Tax Advantages of Self-Storage: Being a Storage Owner, Including Cost Segregation

Tax Advantages of Self-Storage: Being a Storage Owner, Including Cost Segregation

by Mark Helm | Nov 7, 2025 | Financial Analysis

One of the best things about owning investment real estate is the tax advantages, especially self-storage. Let’s discuss some of the benefits today. Now, I am not a tax specialist, and if anything I say...

Cap Rates, ROI, IRR – Which Matters Most in Self-Storage?

by Mark Helm | Aug 29, 2025 | Financial Analysis

Even seasoned storage people sometimes get focused on the wrong metric when analyzing self-storage. If you're new to self-storage, it can be hard to understand all the financial metric slang and acronyms...

2025 Tax Reform: Possible Impacts on Self-Storage

2025 Tax Reform: Possible Impacts on Self-Storage

by Mark Helm | Jul 18, 2025 | Financial Analysis

Let’s talk about the new tax implications for self-storage owners and take a look at the good, the bad, and the potentially ugly parts of the massive tax bill recently signed into law and championed by...

Cash-On-Cash and IRR: What They Really Mean in Self-Storage Deals

Cash-On-Cash and IRR: What They Really Mean in Self-Storage Deals

by Mark Helm | Apr 4, 2025 | Financial Analysis

As I work with people getting into the self-storage business and use some benchmark terms we use in our business and commercial real estate, I realize that not everyone really understands what the terms...

How a Daily Close Report Reveals Self-Storage Facility Potential

How a Daily Close Report Reveals Self-Storage Facility Potential

by Mark Helm | Jan 16, 2025 | Financial Analysis

Often, we are dealing directly with the owner of a self-storage facility we are looking at buying. It is hard to get financials, unit mix, or anything to go on in the first few meetings or conversations...

How to Plan for Self-Storage Capital Expenditures

How to Plan for Self-Storage Capital Expenditures

by Mark Helm | Jul 12, 2024 | Financial Analysis

Perhaps one of the best advantages of self-storage is the very few ongoing capital expenditures that are required. It is one of the main reasons I was initially attracted to this asset class. As a...

How to Analyze a Self-Storage Project With One Single Random Daily Close

by Mark Helm | Jun 14, 2024 | Financial Analysis

Often, we deal directly with a seller when buying self-storage. Often, with listed property, we see a shiny OM (offering memorandum), and everything looks great. Then we see the other due diligence...

Deciphering Cap Rates in Self Storage Investments

Deciphering Cap Rates in Self Storage Investments

by Mark Helm | Feb 16, 2024 | Financial Analysis

Introduction In the world of self-storage investments, few concepts are as widely discussed and misunderstood as capitalization rates or CAP rates. I don't think I have really seen an accurate one in an...

So Much Self Storage Data – Keep It Simple

So Much Self Storage Data – Keep It Simple

by Mark Helm | Aug 26, 2022 | Financial Analysis

Yes, self storage has performed well during past recessionary times. But past performance is not indicative of future performance. At least, that is what my LLC documents say. How many of you were in the...

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