How does AcquiOS handle self-storage unit mix and occupancy data?

AcquiOS extracts unit mix data (unit count by size, climate vs. non-climate, covered vs. outdoor) directly from broker OMs and rent rolls. It surfaces physical occupancy vs. economic occupancy, identifies the gap between street rates and in-place rates, and flags occupancy trend direction over the trailing period. All extracted data populates your underwriting template with citation-level sourcing so every figure can be traced back to its source document.

How does self-storage underwriting differ from multifamily underwriting in AcquiOS?

Self-storage underwriting in AcquiOS is configured for the specific data points that matter for storage: unit mix by type and size, climate control premium assumptions, street rate vs. in-place rate spread, physical vs. economic occupancy, and storage-specific expense ratios. The platform recognizes storage OM formats and rent matrices rather than applying multifamily lease-by-unit logic to storage unit counts.

Can AcquiOS validate self-storage rental rate assumptions?

Yes. AcquiOS's rental rate verification feature checks assumed street rates against market comps for the submarket and unit type. If the broker OM projects street rates above what the local market supports, the system flags the variance and surfaces comparable facilities. Climate-controlled and non-climate-controlled units are benchmarked separately.

What self-storage deal documents does AcquiOS process?

AcquiOS processes standard self-storage broker package documents: offering memorandums, unit mix schedules, trailing 12-month operating statements, rent matrices by unit type, occupancy history reports, and third-party appraisals. It extracts structured data from PDF and Word formats without manual re-keying.

How does AcquiOS score self-storage deals against a buy box?

AcquiOS's AcquiScore system rates incoming self-storage deals against your documented investment criteria - geography, unit count thresholds, occupancy floors, cap rate targets, price per unit, and return thresholds. A deal that fits your criteria receives a PROCEED recommendation with a 0-100 score. One that doesn't fit receives a CAUTION flag identifying which specific criteria it fails.

Self-Storage Acquisitions

Self-storage acquisitions, underwritten in minutes.

Q: What is the best software for self-storage acquisitions?

The best self-storage acquisitions software automates extraction of unit mix data, physical occupancy, economic occupancy, and street rate vs. in-place rent comparisons from broker OMs, then underwrites the deal against your buy box and target return thresholds. AcquiOS handles self-storage-specific OM formats including unit mix schedules, rental rate matrices, and occupancy trend data - producing a completed underwriting model in your existing Excel template within minutes of OM receipt.

AcquiOS extracts unit mix schedules, physical vs. economic occupancy data, and street rate assumptions from self-storage OMs, validates them against market comps, and populates your Excel underwriting template - all without manual re-keying.

Book a Demo View Pricing

Minutes

OM to underwriting model

Auto

Unit mix and occupancy extraction

Verified

Street rate assumptions vs. market

The Problem

Self-storage underwriting is faster when you stop re-keying unit mix data from PDFs.

Manual Traditional self-storage underwriting

✕Unit mix schedules extracted manually from broker PDFs into Excel - error-prone and time-consuming per deal

✕Physical vs. economic occupancy gap requires manual calculation rather than automatic flagging

✕Street rate assumptions taken at face value without systematic market comp validation

✕Climate vs. non-climate unit premium assumptions require manual market research per deal

✕No institutional memory of prior self-storage deals - each underwriting starts from scratch

✕IC memo prep requires manually formatting unit mix and occupancy data from underwriting models

AcquiOS AI-powered self-storage underwriting

✓Unit mix data extracted automatically from broker OMs and rent matrices with citation-level sourcing

✓Physical vs. economic occupancy gap calculated and flagged automatically with trend direction

✓Street rate assumptions validated against market comps for each unit type and submarket

✓Climate control premium assumptions benchmarked against comparable facilities in the market

✓Every prior self-storage deal searchable - comp data and underwriting rationale compounds over time

✓IC memo generated automatically from underwriting output in your existing PowerPoint template

How It Works

Self-storage-specific underwriting from OM to model.

AcquiOS is configured for self-storage deal structures - extracting the unit mix, occupancy, and rental rate data that matters for storage underwriting, not generic commercial real estate fields.

Unit Mix Extraction

AcquiOS extracts unit mix schedules from broker OMs and rent matrices - unit count by size (5x5, 5x10, 10x10, 10x20, etc.), climate vs. non-climate, interior vs. exterior, covered vs. open. All extracted data is sourced with page-level citations from the original document.

Occupancy Analysis

Physical occupancy vs. economic occupancy is automatically calculated and flagged when a gap exists. Occupancy trend direction over the trailing period is surfaced, and any sudden step-changes in occupancy are highlighted for analyst review.

Rental Rate Validation

Street rate assumptions are benchmarked against market comps by unit type and submarket. If projected street rates exceed what the local market supports, AcquiOS flags the variance and shows comparable facilities. Climate control premiums are benchmarked separately.

T-12 Operating Statement Extraction

Trailing 12-month income and expense statements extracted from broker packages and reconciled automatically. Storage-specific line items - late fees, truck rental income, insurance income, ancillary revenue - are identified and categorized for clean NOI presentation.

Excel Template Population

All extracted and validated data populates your existing self-storage underwriting Excel template. Your unit mix tab, occupancy assumptions, expense ratios, and return calculations are filled automatically. No reformatting. Your formulas and structure stay intact.

IC Memo Generation

Investment committee memos generated directly from underwriting output in your PowerPoint template. Unit mix summary, occupancy analysis, market comp table, and return summary formatted and ready for IC review without manual slide-building.

Who It Serves

Built for self-storage acquisition teams at every level.

Acquisitions Analyst

Underwrite more self-storage deals in less time

Unit mix and occupancy data extracted automatically - no manual PDF re-keying

Street rate assumptions validated against market before the model is built

Prior self-storage comps surfaced automatically for each new deal

Acquisitions Director

Consistent underwriting standards across every deal

Buy box criteria enforced on every incoming self-storage deal

Assumptions validated before deals reach IC - fewer credibility gaps

Full pipeline visibility across all active self-storage opportunities

Managing Partner / GP

Scale self-storage deal volume without adding analysts

20x more deals screened and underwritten per analyst

Institutional self-storage deal knowledge preserved as team turns over

Portfolio-level self-storage metrics without manual reporting

Asset Manager

Underwriting assumptions documented for post-close tracking

Every acquisition assumption stored with full source citations

Actual vs. underwritten performance comparison available at any time

Deal rationale and IC notes searchable years after close

FAQ

Self-storage acquisitions software: common questions.

What is the best software for self-storage acquisitions?

The best self-storage acquisitions software automates unit mix extraction from broker OMs, validates street rate assumptions against market comps by unit type, and populates your underwriting model without manual data entry. AcquiOS is configured specifically for self-storage deal structures rather than adapting generic CRE underwriting logic to storage.

How does AcquiOS extract self-storage unit mix data?

AcquiOS reads unit mix schedules and rent matrices from broker PDFs and Word documents. It identifies unit types by size and feature (climate, non-climate, covered, drive-up), extracts unit counts and current occupancy by type, and organizes the data into the format your underwriting template expects. Each figure is traceable back to its source document page.

Can AcquiOS validate self-storage street rate assumptions?

Yes. AcquiOS's rental rate verification feature benchmarks assumed street rates against market comps for each unit type in the submarket. It flags when projected rates exceed what comparable facilities in the area support, and identifies the variance by unit type. Climate control premiums are validated separately from standard unit rates.

Does AcquiOS work with my existing self-storage Excel underwriting template?

Yes. Template preservation is a core design principle. AcquiOS populates your existing Excel model - unit mix tab, occupancy assumptions, expense schedule, returns summary - without reformatting your structure or overwriting your formulas. The output lands in your template, not a generic AcquiOS format.

How does AcquiOS handle self-storage T-12 operating statements?

AcquiOS extracts trailing 12-month income and expense data from self-storage broker packages. It identifies storage-specific income line items (base rental income, late fees, truck rental, insurance program revenue) and categorizes them cleanly for NOI calculation. T-12 data populates your underwriting template with full source citations.

What self-storage deal documents can AcquiOS process?

AcquiOS processes offering memorandums, unit mix schedules, rent matrices, trailing 12-month operating statements, occupancy history reports, and appraisal documents in PDF and Word format. It handles standard self-storage broker package structures from the major national brokerage houses.