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Fiscal Fundamentals: An Elemental Guide to Self-Storage Financing

Our presenter will share insight on self-storage mortgage financing, including key factors that can affect lending terms. He’ll also discuss loan options and the circumstances for which each is best-suited.

Speaker: Gregory Porter, President, Summit Real Estate Advisors Inc.
Format: Streaming video
Duration: Approximately 50 minutes

Fiscal Fundamentals: An Elemental Guide to Self-Storage Financing

Get insight on self-storage mortgage financing, including actionable advice on how to prepare for the process and get the best terms. He’ll address why a facility’s physical condition and financial documentation are critical and how they affect lending terms. The presenter will also compare various finance options and circumstances for which each is best-suited.

You’ll learn:

  • Various mortgage-loan options
  • The importance of terms and how they directly impact return
  • Post-COVID-19 financing impacts and the “silver lining” the pandemic created
  • How to prepare your operating statements
  • Why it’s critical to address deferred maintenance before a refinance

This product is also included as part of the following discount packages: