An Excel-based spreadsheet analysis tool for the acquisition and operation of an existing self-storage facility. The model is monthly in nature, and it is a 100% unlocked Excel file with fully transparent formulas that can be further tailored to suit the particulars of your transactions.
User-Friendly Features
- Compatible with both PC and Mac
- Includes instructions for use, with detailed annotations tied to select cells
- Two-page assumptions input and reporting screen optimized for dashboard-style viewing
- Persistent calculation checks and data validation protections to prevent faulty inputs
- Hyperlink navigation enables fast, intuitive access to all tabs
- Institutional-quality print-ready reporting tabs that are brandable to your company
- Includes copy/paste tab for “next buyer” analysis to be housed and presented in REFM’s Valuate® web-based software
Functional Highlights
The model supports the following:
- Quick inputting of the unit mix with differentiation between climate controlled and non-climate controlled units
- One layer of acquisition financing (amortizing or interest-only, or amortizing with an interest-only period), and a subsequent refinancing through an amortizing permanent loan with or without a interest-only period
- Up to two joint venture equity partnership players, with an IRR-based Preferred Return and a residual cash flow split
- Simultaneous two-variable sensitivity analysis
Model Tabs
0 Model Overview and Instructions
1 Back of the Envelope Model
2a Competition Pricing Inputs Grid
2b Unit Mix Inputs
3 Assumptions Inputs
4 Capital Structure Exhibit
5 Monthly Cash Flow Exhibit
6 Annual Cash Flow Inputs
7 Joint Venture Partnership Structure Inputs
8 Profit Splitting Exhibit
9 Joint Venture Returns Summary Exhibit
10 Monthly Acquisition Loan Amortization Schedule Exhibit
11 Monthly Permanent Loan Amortization Schedule Exhibit
Model Timeline
11 years (expandable)
Reports
Print-ready, brandable reports are included in the model. See the Sample Reports link above.
License Type And Multiple-User Pricing
Licenses are sold on a per-user basis
Multi-user pricing quotes are available here
Included With Purchase
- Blank template (inputs are all set to zero) and a version of the template with a sample deal loaded in
- 1 year of online ticket-based support