"An aerial view of a self-storage facility with multiple rows of storage units, showcasing the large, organized layout with a residential area in the background."

Investor 101

A table with coffee mug, pen, notepad , phone and laptop on it

Investor 101

If you are an accredited investor or you just want to learn more about self-storage syndication, then this is the page you want to start with! This resource is here for you to educate yourself on the process of self-storage syndication and learn some of the “Lingo” that will be thrown around by a sponsor or syndicator

The power is in the knowledge and that is what we wanted to provide to our investors. The sole purpose for this section is to give you, as the investor, all the tools you need to make informed decisions with your investing.

An accredited investor is defined as:

Individual Income:
Earned income of more than $200,000 in each of the last two years, with a reasonable expectation of earning the same for the current year.

Joint Income (with spouse):
Joint income of more than $300,000 in each of the last two years, with a reasonable expectation of earning the same for the current year.

Net Worth Threshold:
Individual or Joint (with spouse): A net worth over $1 million, excluding the value of your primary residence.



"An image of a computer monitor displaying a storage unit corridor with blue roll-up doors and the text 'INVESTOR 101' in the upper right corner."