Investing Workshop: Critical Essentials

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Originally Aired - Friday, April 5 8:00 AM - 12:00 PM

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Event Location

Location: Academy F


Event Information

Title: Investing Workshop: Critical Essentials

Description:

This engaging workshop will guide you through the state of the self-storage investing market and how to enter it successfully. Our presenter will discuss various investment vehicles ranging from real estate investment trusts (stocks) to new project developments to acquisitions of cash-flowing assets to value-add opportunities. He’ll also address ways to understand the value of each and decide on the best approach for your personal investment goals. You’ll learn what returns can realistically be expected and become better informed about potential risks. You’ll also come to understand leverage and how to deploy capital. Finally, our presenter will share real-life case studies and prospecting tools. 

You’ll learn:

  • The general state of the self-storage investing market
  • Reasons to invest in self-storage
  • How self-storage compares to other real estate sectors
  • The difference between active and passive investing, and the options for each
  • What “dead” deal costs are
  • Understanding the capital stack
  • The role financing plays in the investment cycle
  • How the capital markets have changed and what to expect in today’s environment
  • What “negative leverage” is and how it affects self-storage investing
  • An overview of available capital including equity, debt, “loan to own” and more
  • Where to find debt and equity and what it costs
  • How to understand asset value
  • Capitalization rates and valuation methods
  • What is a waterfall, and how does it change the return on a project?
  • How to find actionable investments
  • Setting return expectations: How much is enough?

  
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Type: Workshops


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