Real Estate Financial Modeling Tools

Standard Version: Self-Storage Facility Acquisition Pro-Forma Template


Academic Price – $299.00

To get Academic pricing, click Academic Verification in the header and follow the instructions. Once you have Academic status, the discounted pricing will show.


SKU: SKU-366 Category:


An Excel-based spreadsheet analysis tool for the acquisition and operation of an existing self-storage facility. The model is monthly in nature, and it is a 100% unlocked Excel file with fully transparent formulas that can be further tailored to suit the particulars of your transactions.

User-Friendly Features

  • Compatible with both PC and Mac
  • Includes instructions for use, with detailed annotations tied to select cells
  • Two-page assumptions input and reporting screen optimized for dashboard-style viewing
  • Persistent calculation checks and data validation protections to prevent faulty inputs
  • Hyperlink navigation enables fast, intuitive access to all tabs
  • Institutional-quality print-ready reporting tabs that are brandable to your company
  • Includes copy/paste tab for “next buyer” analysis to be housed and presented in REFM’s Valuate® web-based software

Functional Highlights

The model supports the following:

  • Quick inputting of the unit mix with differentiation between climate controlled and non-climate controlled units
  • One layer of acquisition financing (amortizing or interest-only, or amortizing with an interest-only period), and a subsequent refinancing through an amortizing permanent loan with or without a interest-only period
  • Up to two joint venture equity partnership players, with an IRR-based Preferred Return and a residual cash flow split
  • Simultaneous two-variable sensitivity analysis

Model Tabs

0    Model Overview and Instructions
1    Back of the Envelope Model
2a  Competition Pricing Inputs Grid
2b  Unit Mix Inputs
3    Assumptions Inputs
4    Capital Structure Exhibit
5    Monthly Cash Flow Exhibit
6    Annual Cash Flow Inputs
7    Joint Venture Partnership Structure Inputs
8    Profit Splitting Exhibit
9    Joint Venture Returns Summary Exhibit
10  Monthly Acquisition Loan Amortization Schedule Exhibit
11  Monthly Permanent Loan Amortization Schedule Exhibit

Model Timeline

11 years (expandable)


Print-ready, brandable reports are included in the model. See the Sample Reports link above.

License Type And Multiple-User Pricing

Licenses are sold on a per-user basis
Multi-user pricing quotes are available here

Included With Purchase

  • Blank template (inputs are all set to zero) and a version of the template with a sample deal loaded in
  • 1 year of online ticket-based support

Additional information

Support Level

Standard Support, Priority Support