First I want you to understand the absolute BASICS of investing in self-storage.

Syndication Basics

Welcome to our focused lecture series on real estate syndications. It's imperative you pay close attention, as understanding the nuts and bolts of syndications, particularly how they're structured, is crucial. We'll walk you through the fundamentals of debt and equity in real estate, examine specific loan products, and unpack debt structuring. We offer essential guidance on raising debt effectively, before taking a deep dive into equity. Alongside this, we'll delve into cap rates, dual-tranche equity, investor preferences, and exit strategies.

The series places a high emphasis on understanding equity structure, fees in real estate investments, and dissecting concepts like return expectations and yield on cost. Our goal is not just to provide information, but to arm you with the knowledge to evaluate syndicators and their deals. This series will empower you to determine whether a syndicator is truly acting in the best interest of the investor, providing you the ability to critically assess the structure and integrity of any deal.

By Lantern Light Capital

https://www.loom.com/share/8042cd6d71834224babe74e2ebef0cfa?sid=26f5ce30-4f3c-43cd-877d-4b1d54ac4eae


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Sample Deal Analysis

A sample VERY small Deal. I purposefully choose a small deal to understand the basics of self-storage however typical syndications are ground-up development from $5M-$10M with an average 25% raise (basically the down payment).

This is the marketing content for a self-storage wholesale deal in Arkansas, however, it also functions as a great basic deal analysis walkthrough. Value Add Opportunities

SEO and Digital Competition Analysis

SEO and Digital Competition Analysis

Self-Storage Pro-Forma Example

Self-Storage Pro-Forma Example

Self-Storage Value Add Opportunities

Self-Storage Value Add Opportunities

Understanding Self-Storage Demand

Self-storage demand is the most important part of a facility. The entire deal analysis matters but without good demand… no one RENTS A UNIT!