Step 01
Upload the broker package
Start with the OM, rent roll, T-12, photos, and supporting files. The goal is to use the materials you already have, not create new prep work before the deal begins.
How It Works
Deal Room helps you move through the same storage deal in a cleaner, more connected order.
The workflow is simple on purpose. Start with the incoming files. Build a clearer view of the asset. Add market reality. Pressure-test the story. Then package the result for decision-makers, lenders, or portfolio review.
Step 02
Review the extracted first pass
Property facts, unit mix, and financial context are pulled into one workspace so your team can spot gaps, confirm assumptions, and clean up the first draft quickly.
Step 03
Add market and competitor context
Check nearby storage pricing, trade-area context, and local market inputs so your underwriting reflects more than just the incoming package.
Step 04
Pressure-test the investment case
Work through scenarios, returns, and follow-up questions inside the same deal record. When the assumptions change, the rest of the workflow stays connected.
Step 05
Share the finished package
Generate executive summaries, market reports, and other decision materials that are ready for internal approvals, lender review, or buyer-facing conversations.
What changes at the start
You spend less time rebuilding the first model from scratch.
Incoming files become a structured deal record faster, which gives the team a cleaner starting point for the rest of the work.
What changes in the middle
The deal story gets stronger because the market context sits next to the underwriting.
You can connect local rate checks, trade-area inputs, and scenario work without splitting the analysis across separate files.
What changes at the finish
The package you share is easier to defend because it comes from the same live deal record.
That matters when lenders, partners, or internal decision-makers want to know where a number came from.
After the decision
The workflow can keep going after the package is sent.
When the asset keeps moving, the same deal record can support broader portfolio comparison and post-close follow-through instead of becoming a dead-end file.
Portfolio review
Compare active opportunities against the rest of your pipeline.
Use portfolio context when multiple deals are competing for time, capital, or internal attention.
Post-close reporting
Carry the acquisition story into lifecycle tracking and actuals.
Keep the baseline close at hand when the asset moves from underwriting into operating reality.
Hold or sell
Revisit the deal later with a cleaner historical record.
Use the connected record for follow-on reporting and hold/sell analysis instead of reconstructing the original thesis months later.