How We Underwrite a Storage Deal — Start to Finish
Join us for an in-depth look at the art and science of deal underwriting with Logan Broyles, Senior Market Analyst at AAA Storage.
In this episode, Logan pulls back the curtain on the nuanced process of evaluating self storage investments, from defining markets to weighing critical data points like supply, demand, and growth dynamics.
Discover how the AAA team balances rigorous analysis with practical judgment to deliver sound investment decisions in a rapidly changing real estate landscape. If you want to understand what truly drives strong storage investments, this episode is packed with valuable insight and expertise.
Follow and Connect with Us
In this episode, Logan pulls back the curtain on the nuanced process of evaluating self storage investments, from defining markets to weighing critical data points like supply, demand, and growth dynamics.
Discover how the AAA team balances rigorous analysis with practical judgment to deliver sound investment decisions in a rapidly changing real estate landscape. If you want to understand what truly drives strong storage investments, this episode is packed with valuable insight and expertise.
Follow and Connect with Us
- LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/
- Instagram: https://www.instagram.com/aaastorageinvestments/
- X: https://x.com/investments_aaa
- Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/
Chapter Outline
(00:00) Introduction and Guest Background
(02:30) Defining the Target Market
(06:40) Dual-Stage Underwriting Approach
(10:00) Analyzing Supply and Demand Drivers
(16:00) Beyond Conventional Metrics
(20:10) Pipeline Scrutiny and Data Verification
(23:30) Integrating Market Analysis with Financial Modeling
(28:00) Investment Committee Review and Investor Assurance
(33:10) Weighted Metrics and Nuanced Judgments
(38:10) The Blend of Science and Art in Underwriting
