Advisory · Exit Planning
For developers nearing completion, we model both exits on one cash flow, so the partners can decide who carries the lease-up risk and what return justifies holding.
forward sale and hold-and-sell, modelled on one cash flow
lease-up DCF built from a local street-rate survey
base, upside and downside, tested side by side
A forward sale returns capital at opening and passes the lease-up risk to the buyer. Holding keeps the stabilization upside, but ties up capital and needs lease-up financing. Because buyers price the same lease-up, the real question is risk and required return.
A short, decision-ready brief with the key questions for the partners: required return, lease-up financing and exposure to competing supply.
No. Exit strategy briefs are consulting work, not appraisals, and are not to be relied on as estimates of market value. If you need a market value for financing or a sale, we prepare CUSPAP-compliant self storage appraisals.
As the facility nears completion, before the partners commit to a forward sale or to lease-up financing.
Our Exclusive Sale Facilitation service takes it from positioning to closing, with confidential access to our network of qualified buyers.
