Creating Wealth Through Self Storage
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Getting Started in Self Storage

3
  • What is Mark Helm’s Virtual Self-Storage Bootcamp?
  • What are the first steps to getting into self-storage?
  • Is now still a good time to get into the self-storage business?
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Buying Self Storage

3
  • How is AI being used in self-storage due diligence?
  • How can a smaller buyer find off-market self-storage deals?
  • What are the most common mistakes when buying a first self-storage facility?
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Site Selection & Feasibility

4
  • Do you need a feasibility report and competitor analysis before buying or building?
  • What makes a good self-storage trade area?
  • Why does visibility matter so much for a self-storage facility?
  • Is square foot per capita a reliable measure of self-storage demand?
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Financial Analysis

4
  • Why should you set benchmark returns before looking at self-storage deals?
  • What is the difference between cash-on-cash return (ROI) and IRR in self-storage?
  • How is net operating income (NOI) calculated for a self-storage facility?
  • What is a cap rate, and why is it so often misunderstood in self-storage?
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Financing & Raising Capital

5
  • What financing options are there for self-storage besides SBA loans?
  • How much money do you need to get into self-storage today, and how does debt coverage affect it?
  • How does a self-storage syndication work?
  • What makes a good investor or partner for a self-storage deal?
  • Should you raise money for a self-storage deal from partners or investors?
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Operations & Management

19
  • What should a self-storage manager measure besides standard KPIs?
  • How is AI changing self-storage operations?
  • How should self-storage operators choose and vet vendors?
  • What role do capital improvements play in a self-storage turnaround?
  • What insurance riders and deductibles should self-storage owners consider?
  • How can self-storage owners lower their property insurance costs?
  • Should self-storage facilities make tenant insurance mandatory?
  • What add-on revenue can a self-storage facility offer?
  • How can self-storage owners control operating expenses?
  • Why do fair, transparent rate increases matter in self-storage?
  • Why should self-storage operators sell benefits instead of competing on price?
  • What is value-based pricing in self-storage?
  • Should a self-storage facility lower its rates when competitors cut prices?
  • Why should self-storage owners auction delinquent units promptly?
  • How can a self-storage facility improve rent collections?
  • Why should self-storage owners compare actual NOI with budget NOI every month?
  • What is a self-storage delinquency ratio and how do you calculate it?
  • What is the difference between physical and economic occupancy in self-storage?
  • What metrics should a self-storage owner track every month?
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Marketing & Customers

8
  • How can a smaller self-storage operator compete with REITs for customers?
  • What should you focus on when opening a new self-storage facility?
  • How should owners track, test and adjust lease-up marketing?
  • How should you set goals and a budget for lease-up marketing?
  • Why are millennials an important self-storage customer?
  • How can a self-storage facility show up in AI search answers?
  • What is GSO (generative search optimization) and why does it matter for self-storage?
  • Why do landing pages still matter in self-storage marketing?
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Market Trends & Outlook

8
  • Why is self-storage considered resilient, and what challenges does it face now?
  • How can broad price increases such as tariffs affect self-storage demand?
  • How might AI’s effect on jobs and the economy affect self-storage?
  • Do REITs outperform smaller self-storage owners?
  • Is self-storage oversupplied, and where is the opportunity for smaller investors?
  • Why is Mark cautious about self-storage funds?
  • How do interest rates, inflation and the bond market affect self-storage deals?
  • What trends are shaping the future of self-storage?
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Mindset & Leadership

6
  • Why do financial reserves matter for self-storage owners?
  • What are the biggest mistakes Mark Helm has made in self-storage, and what did he learn?
  • What determines a person’s economic value in business?
  • What has Mark learned about creating wealth?
  • Why do vision and environment matter for storage entrepreneurs?
  • How does mindset affect success in the self-storage business?
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Operations & Management

Running a self-storage facility: metrics, collections, pricing, expenses, add-on income, insurance and vendors.

  • What should a self-storage manager measure besides standard KPIs?
  • How is AI changing self-storage operations?
  • How should self-storage operators choose and vet vendors?
  • What role do capital improvements play in a self-storage turnaround?
  • What insurance riders and deductibles should self-storage owners consider?
  • How can self-storage owners lower their property insurance costs?
  • Should self-storage facilities make tenant insurance mandatory?
  • What add-on revenue can a self-storage facility offer?
  • How can self-storage owners control operating expenses?
  • Why do fair, transparent rate increases matter in self-storage?
  • Why should self-storage operators sell benefits instead of competing on price?
  • What is value-based pricing in self-storage?
  • Should a self-storage facility lower its rates when competitors cut prices?
  • Why should self-storage owners auction delinquent units promptly?
  • How can a self-storage facility improve rent collections?
  • Why should self-storage owners compare actual NOI with budget NOI every month?
  • What is a self-storage delinquency ratio and how do you calculate it?
  • What is the difference between physical and economic occupancy in self-storage?
  • What metrics should a self-storage owner track every month?
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