Real Estate Financial Modeling Tools

Standard Version: Self-Storage Facility Acquisition Pro-Forma Template



Academic / U.S. Military Price – $299.00

To get discounted pricing, click Credentials Verification in the header and follow the instructions. Once you are approved, the discounted pricing will show.

 Download the Assumptions tab in Excel (no formulas)

 Download Sample PDF Reports

SKU: SKU-366 Category:

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)


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

Support Level

Standard Support, Priority Support

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