The valuation math
The formula is the same one used across commercial real estate: Value = NOI ÷ cap rate. NOI is your collected income minus operating expenses — property taxes, insurance, utilities, marketing, management software, snow and lawn care, repairs — before any mortgage payment.
Illustrative example (not a real property)
- 120 units, average rate $105/month, 88% occupied → about $133,000 collected
- Operating expenses: about $45,000
- NOI = $88,000
- At a 6.5% cap rate: $88,000 ÷ 0.065 ≈ $1,354,000
- At an 8% cap rate: $88,000 ÷ 0.08 = $1,100,000
Cap rates vary widely by market quality, facility age, and occupancy — a stabilized facility in a strong metro prices very differently from a partially occupied one in a small town. Treat the spread above as illustration, not a quote.
Who actually buys smaller facilities
A lot of storage coverage is written about what the national REITs pay. That is useful only if your facility fits what they buy: large, stabilized, in a sizable market. Most facilities in the country are mom-and-pop operations that do not clear that bar.
For those, the realistic buyer pool is private operators, regional owners expanding nearby, and individual investors — often people exchanging out of another property. A local operator who already runs facilities in your area can sometimes pay more than an institution, because they can fold your facility into marketing and management they already pay for.
What raises or lowers your number
- Economic vs. physical occupancy. Units rented is one number; rent actually collected against full potential is the one buyers underwrite.
- Rate history. A facility that has moved rates up over the last year reads very differently from one that has not raised rates in five.
- Deferred maintenance. Roofs, doors, paving, drainage, and the gate and security system come out of the price if a buyer has to replace them.
- Expense realism. Insurance and property taxes frequently reset after a sale. Buyers underwrite the expenses they will have, not the ones you have.
- Competition and supply. How many facilities serve your market, and whether more are being built, affects the cap rate a buyer applies.
Brokered process vs. direct sale
A full marketing process with many bidders can produce a higher gross price, and for large stabilized facilities that is often worth the commission and the months it takes. A direct sale to a private buyer trades bidder competition for speed, privacy, no commission, and a timeline you control. Smaller facilities, facilities with occupancy or condition issues, and owners who simply want a clean exit often land on the direct route.
What to have ready
A rent roll showing every unit, its rate, and how long the tenant has been there, plus trailing twelve months of income and expenses. With those two documents a buyer can give you a real number instead of a range.