Recent Engagements
- Self-Storage Facility, three-story indoor climate-controlled building, Las Vegas, Nevada (Clark County) - SBA 504 loan
- Self-Storage, 160 Units, exterior non-climate controlled, Greensboro, North Carolina.
- Upscale RV & Boat Storage, 200 enclosed and canopy-covered units with self-storage component, Killeen, Texas - SBA 504 loan
- Open RV Storage Facility, 80 units, Tampa, Florida (Hillsborough County) - Investor decision analysis
- RV & Boat Storage Facility, open, canopy-covered, and fully enclosed units, Black Diamond, Washington (King County / SR-169 corridor)
- RV & Boat Storage Facility, open, canopy-covered, and fully enclosed units, Ashburn, Virginia (Loudoun County / Dulles corridor) - SBA 504 loan
Recent Self-Storage Case Studies
Model Case Study: USDA Business and Industry Financing for an Owner-Operated Storage Facility at Lake of the Ozarks, Missouri
- Type
- Model study
- Program
- USDA Business and Industry guaranteed loan
- Location
- Lake of the Ozarks, Missouri
- Determination
- feasible as an owner-operated business at Lake of the Ozarks
A 250-space owner-operated storage facility on eight acres near Camdenton, Missouri, proposed for a USDA Business and Industry guaranteed loan.
Model Case Study: SBA 504 Financing for a Single-Story Self-Storage Development with Rooftop Solar in Fountain Inn, South Carolina
- Type
- Model study
- Program
- SBA 504 financing
- Location
- Fountain Inn, South Carolina
- Determination
- feasible in Fountain Inn
A 70,000 square foot single-story self-storage facility with a climate-controlled building in Fountain Inn, South Carolina, a Greenville-area suburb that has grown 41% since 2020, proposed for SBA 504 financing.
Self-Storage Feasibility Study Case Study: A Big-Box Retail Conversion to Climate-Controlled Self-Storage at Fayette Pavilion in Fayetteville, Georgia, That Is Not Feasible as Proposed or as Resized on Verified Local Rents
- Type
- Model study
- Program
- SBA 7(a) acquisition and renovation loan at 85 percent of cost
- Location
- Fayetteville, Georgia
- Determination
- Not feasible as proposed; not feasible as resized on verified local rents
A conversion of the 39,995 SF former Big Lots at 375 Pavilion Parkway in Fayetteville, Georgia, into a 41,950 NRSF climate-controlled facility with a partial mezzanine, financed with an SBA 7(a) loan, in a county with a median household income of $111,978 and no self-storage moratorium.
Self-Storage Feasibility Study Case Study: An SBA 7(a) Acquisition of a Stabilized 262-Unit Self-Storage Facility in Cañon City, Colorado, That Is Not Feasible as Listed Under SOP 50 10 8.1
- Type
- Model study
- Program
- SBA 7(a) at 90 percent of cost under SOP 50 10 8.1 (initial acquisition)
- Location
- Cañon City, Colorado
- Determination
- Not feasible as listed; feasible as restructured
A 28,755 NRSF, 262-unit independent self-storage facility on 2.16 acres at 1628 Cedar Avenue in Cañon City, listed in 2026 at $2,880,000 on trailing-twelve-month net operating income of $215,405, a 7.50 percent cap rate, with 96 percent unit occupancy and an owner-operator in place.
Self-Storage Feasibility Study Case Study: A 100,000 NRSF Four-Story Climate-Controlled Self-Storage Proposal at 50B Park Street in Dorchester, Boston, That Is Not Feasible at 60 Percent Leverage
- Type
- Model study
- Program
- Bank construction loan at 60 percent of cost
- Location
- Dorchester, Boston
- Determination
- Not feasible as proposed
A four-story, 140,000 SF climate-controlled self-storage building filed with the City of Boston in March 2026 for the Alsen Mapes industrial park near Fields Corner, tested in a market with 0.7 SF of storage per capita in the city and no new supply delivered in 2025.
