Clear Milestones From NDA to Structured Closing

How We Avoid Surprises

• Diligence scope is defined before new document requests.
• Assumptions are stated and confirmed in writing.
• Seller controls pace with direct milestone updates.
• Pricing changes are tied only to documented variance from shared data.

Site Visit Discretion Policy

• Schedule visits by owner-approved appointment only.
• Avoid tenant or staff engagement without explicit permission.
• Limit attendance to required participants and minimize disruption.

Facilities With Existing Financing

Many self-storage owners carry SBA loans, CMBS debt, or conventional financing on their facilities. Our underwriting accounts for existing debt structure from the start. Whether the transaction requires a straightforward loan payoff at closing, an assumption of existing financing, or coordination around defeasance requirements, the deal is structured to address these realities without surprises. If your facility has existing debt, include that context in your initial submission so we can factor it into the preliminary review.

1031 Exchange Coordination

Some owners plan to reinvest sale proceeds into other real estate through a 1031 exchange to defer capital gains taxes. Our closing timelines can be structured to accommodate exchange requirements, including coordination with your qualified intermediary and adherence to IRS identification and closing deadlines. If a 1031 exchange is part of your plan, raise it early so the process timeline reflects those constraints from the start.