SELF-STORAGE UNDERWRITING

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Quick Calc
Monthly Revenue $12,450
Asking Price $1,850,000
Occupancy 87%
Expense Ratio 38%
Cap Rate 7.2%
NOI $89,400
DSCR 1.42x
Cash on Cash 12.8%
12 Competitors Found
Population: +2.1%
Cap Rate: 7.2%
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01

Screen deals on the phone

Broker calls with a deal? Punch in four numbers — monthly revenue, asking price, occupancy, expense ratio. Instantly see cap rate, NOI, DSCR, and cash-on-cash. Know in 30 seconds if it's worth a deeper look.

Monthly Revenue $12,450
Asking Price $1,850,000
Cap Rate 7.2%
DSCR 1.42x
Pro
02

Upload docs. AI does the rest.

Drop in the OM, rent roll, P&L, and market reports. Zafero parses every page, classifies documents, and extracts unit mix, expenses, occupancy, and market data — all in parallel. No manual data entry. No spreadsheet jockeying.

📄 Offering_Memorandum.pdf
📄 Rent_Roll_Q4.xlsx
📄 P&L_2025.pdf
📄 TractIQ_Market.pdf
Pro
03

Model every scenario

Full 5-year proforma with debt stacking, expansion modeling, and syndication waterfall. Override any assumption — growth rates, expense inflation, exit cap — and watch returns recalculate in real time. Run aggressive, market, and conservative offers side by side.

5-Year Projection
Year 1
Year 3
Year 5
Revenue
$149K
$168K
$189K
NOI
$89K
$104K
$121K
Cash Flow
$31K
$46K
$63K
IRR
14.2%
18.7%
22.1%
Pro
04

Close with confidence

AI-generated deal intelligence gives you an edge at the negotiating table. Valuation opinion, market positioning, risk assessment, and questions for the seller — all backed by real data from the documents you uploaded.

Valuation Opinion Asking price of $1.85M represents a 7.2% cap — slightly above market for this submarket.
Market Position 12 competitors within 3 miles. Subject occupancy trails market average by 5 points — upside potential.
Risk Assessment DSCR of 1.42x provides adequate debt service coverage. Population growth of +2.1% supports demand.

Market intelligence, instantly

Every deal gets an AI-generated briefing — competitive landscape, demographics, risk factors, and negotiation leverage. Powered by the documents you already have.

Deal Intelligence

Valuation Opinion

The asking price of $1,850,000 implies a 7.2% cap rate on trailing NOI of $89,400. Comparable facilities in the Aiken submarket have traded between 6.5% and 8.0% over the past 18 months, placing this deal in the middle of the range.

Market Position

12 competitors operate within a 3-mile radius, with a weighted average occupancy of 91%. The subject's 87% occupancy trails the market by 4 points, suggesting rent-up upside of approximately $7,200 annually.

Returns Assessment

At a DSCR of 1.42x and projected Year 1 cash-on-cash of 12.8%, this deal meets institutional debt coverage thresholds while delivering strong levered returns to equity.

Questions for the Seller

What drove the 5-point occupancy decline from Q2 to Q4? Are the 14 vacant 10x10 units concentrated in one building? What is the remaining useful life of the roof and HVAC systems?

12 competitors within 3 miles
Population: 112,345 (+2.1% YoY)
Subject rated 4.2★ (89 reviews)
Median income: $62,400

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