Broker-Dealer Use Only The information provided herein is neither an offer to sell nor a solicitation of an offer to buy any security. Only an offering memorandum or prospectus makes such an offer. An offering is made only by means of an applicable offering memorandum or prospectus in order to understand fully all of the risks of the offering of securities to which it relates. A copy of the applicable offering memorandum or prospectus must be made available to you in connection with any offering.
Self Storage
Our Message Self Storage REIts Real estate investments can boost a portfolio, but do you know what to look for in a great investment? Our eBook will cover the characteristics that drive the need for Self Storage.
Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
2
Self Storage
There are over 52,500 storage facilities * in the U.S.
* 2015 Self Storage Fact Sheet Broker-Dealer Use Only
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Self Storage
Benefits of investing In real estate • Anchored By Brick-And-Mortar Underlying Assets • Tends To Appreciate Over Time • Inflation Friendly • Portfolio Diversification
Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
4
Self Storage
Benefits of investing In real estate • Capital Appreciation • Monthly Income • Tax Shelter Through Depreciation • Income + Growth Potential Over Long Term • Low Correlation To The Stock And Bond Markets Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
5
Self Storage
There is over 2.5 billion square feet of rentable * self-storage space in the U.S.
* 2015 Self Storage Fact Sheet Broker-Dealer Use Only
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Self Storage
Investment Characteristics
Recession Resistant Characteristics Diversification By: Geography, Asset Type, Strategy & Market Highly Fragmented Sector With Consolidation Opportunities Demand For Self-Storage Is Not Dependent On The Economy Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
7
Self Storage
Investment Characteristics
Historically Exceeded Targeted Projections Absorbs Economic Fluctuations In Good & Bad Times Lower Operating & Development Costs Steady Occupancy Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
8
Self Storage
1 in 10 Americans * Utilize self-storage.
* 2015 Self Storage Fact Sheet Broker-Dealer Use Only
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Self Storage
Industry Characteristics Demand Drivers • Population Growth • Percent Of Renter-Occupied Housing Units • Average Household Size • Average Household Income • Supply Constraints • Economic Growth Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
10
Self Storage
84% of All U.S. Counties have At Least one Primary Self Storage Facility. *
* 2015 Self Storage Fact Sheet Broker-Dealer Use Only
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Self Storage
Life Changing Factors That Drive Demand • Moving/Job relocation • Downsizing/De-Clutter • Married/Divorce/Kids • Inheritance • Military Duty/College Education • Business Expansion/Contraction Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
12
Self Storage
68% of self storage renters live in a single-family household. *
* 2015 Self Storage Fact Sheet Broker-Dealer Use Only
13
Self Storage
Ideal Properties Driving Customer Demand • Competitive Pricing • Variety Of Storage Options, Sizes & Amenities • Vetted Property Management (On-Site Or 3rd Party)
Location 3 5
• Hyper-Local Targeting • Well Populated Cities • 3-5 Mile Radius
Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
14
Self Storage
30% of self-storage Customers rent for * more than 2 years.
* 2015 Self Storage Fact Sheet Broker-Dealer Use Only
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Self Storage
Self Storage Properties Are Amenities-Rich
State-Of-The-Art Security
Clean & Well Lit
Climate Controlled Units
Free To Reserve
No Long-Term Contracts
Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
16
Self Storage
Professionally Managed
RV Storage
Elevator Service
Variety Of Sizes
Moving & Packing Supplies
Self Storage Properties Are Amenities-Rich Broker-Dealer Use Only
Our Message
Real Estate Benefits
Investment Characteristics
Industry Drivers
Customer Demand
Amenities
17
Self Storage
The top 6 self-storage companies own only about 12% of all U.S. facilities. *
* 2015 Self Storage Fact Sheet Broker-Dealer Use Only
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Broker-Dealer Use Only Disclosure: This eBook should not be relied upon for investment advice. Any forward-looking statements are based on information currently available to us and are subject to a number of risks, uncertainties and factors. Risks To Consider: • Rental revenues in the self storage industry are significantly influenced by the demand for self storage. • There is significant competition in the self storage industry, which may increase the cost of acquisitions or developments or impede the ability to retain customers or re-let space when existing customers vacate. • It may be difficult to promptly re-let units within self storage facilities at satisfactory rates. • Self storage facilities are dependent on on-site personnel to maximize customer satisfaction, and any difficulties a property manager encounters in hiring, training and retaining skilled field personnel could adversely affect rental revenues. • Risks associated with storage contents may increase operating costs or lead to exposure to potential liability that may not be covered by insurance.