Have Questions? 
We Have Answers.

Yes, fill out our Investor Questionnaire with a copy of your FINRA license.

You will receive a K-1 after the close of each year.  Our syndicated deals are prioritized over the rest of our portfolio.  You should expect to receive your K-1 around mid-March.

*Make sure you have an updated W-9 in your investor profile

It's safe to assume distributions will not go out any sooner than 6 months after acquisition.  This is to confirm that all representations made by the seller during the purchase of the facility are confirmed to be accurate and true. 

Self-storage properties can have major differences when it comes to which assets can depreciate faster. For example, climate control systems depreciate faster, larger asphalt surfaces depreciate faster, etc. On average you can expect around 25% of the property can be reallocated to faster depreciation, however, we have seen up to 40%.

Based on our first 6 value-add deals and with taking the bonus depreciation in year 1, we have seen anywhere from 0.95%-1.93% in the subsequent years. 

Without taking bonus depreciation, the studies indicated that the annual depreciation amounts could be anywhere between 1.67%-2.56%.

Want more information on Depreciation through Cost Segregation?  Listen to the AJ Osborne Podcast - Episode 125 - The Best Real Estate Investment Tool - with Yonah Weiss, Cost Segregation Expert.