The Lee & Associates Self-Storage Group provides specialized investment sales and advisory services to owners, investors, and developers across the country. Our team combines deep self-storage expertise, coast-to-coast market knowledge, and relationships with industry leaders, institutional investors, private equity groups, operators, developers, and lenders. From individual facilities and development sites to portfolios and complex transactions, we understand the operational, financial, and market factors that drive value.

Clients hire us for our ability to create strategic exposure, connect properties with qualified buyers, navigate the transaction process, and deliver informed guidance designed to maximize value and achieve successful outcomes.

LEADERSHIP

Will Watson,
Lee & Associates New Orleans

Justin Wiesehan,
Lee & Associates Charlotte

 

Services:

Self-Storage Investment Sales
We specialize in the sale of self-storage facilities, portfolios, development sites, and related specialty assets. Our team combines market knowledge, targeted buyer outreach, and strategic marketing to position each assignment effectively and generate competitive interest. From valuation through closing, we guide clients through every stage of the transaction.

Valuation & Opinion of Value
Understanding the value of a self-storage asset is essential for making informed investment decisions. We prepare property-specific opinions of value using comparable sales, income analysis, market conditions, operating performance, and future growth potential. Our valuation guidance assists with potential sales, refinancing, estate planning, partnership decisions, and long-term asset strategy.

Acquisition Advisory
We help buyers identify, evaluate, and acquire self-storage investments that align with their financial objectives and investment criteria. Our team assists with market analysis, financial underwriting, property review, due diligence, negotiations, and transaction coordination to help buyers make confident acquisition decisions.

Market Studies & Feasibility Analysis
Before developing or acquiring a self-storage property, investors need a clear understanding of the competitive environment. We evaluate population growth, household demographics, income levels, existing supply, planned development, rental rates, occupancy, traffic patterns, and demand drivers to determine a property’s market potential and feasibility.

Development & Site Selection
The success of a self-storage development begins with selecting the right site. We assist developers and investors in evaluating locations, trade areas, access, visibility, surrounding development, competition, zoning considerations, and expansion potential. Our analysis helps clients identify sites with the strongest opportunity for successful development and long-term performance.

Portfolio Sales & Disposition Strategy
Selling multiple properties requires a coordinated strategy designed to maximize value and attract the right buyers. We help owners determine the optimal timing, pricing, packaging, and marketing approach for portfolio dispositions. Our team can evaluate whether assets should be sold individually, as a regional package, or as part of a larger portfolio offering.

Due Diligence & Underwriting Support
We help clients evaluate the financial and physical characteristics of a self-storage investment before closing. Our review may include rent rolls, historical financial statements, unit mix, occupancy, rental rates, tenant programs, expenses, property improvements, deferred maintenance, management practices, and future capital needs.

Expansion & Value-Add Advisory
Many self-storage properties have opportunities to increase revenue and value through expansion or operational improvements. We help owners evaluate additional land, unit expansion, climate-controlled conversions, boat and RV storage, rate optimization, tenant insurance, technology upgrades, online marketing, and professional management strategies.

Property Tax & Assessment Advisory
Property taxes can have a significant impact on a facility’s net operating income and overall value. We help owners evaluate assessments, understand the impact of a recent sale or reassessment, review local millage rates, and identify opportunities to challenge valuations when the assessment does not reasonably reflect the property’s market conditions.

Market Intelligence & Industry Insights
Our team provides practical insight into self-storage market trends, including transaction activity, capitalization rates, development pipelines, occupancy, rental rates, investor demand, and capital-market conditions. This information helps owners and investors make better decisions about acquisitions, dispositions, development, and portfolio strategy.

Strategic Advisory Services
Every self-storage asset has a different set of opportunities and challenges. We provide customized advice based on the client’s objectives, property performance, market position, and investment timeline. Whether the goal is to sell, acquire, develop, refinance, expand, or improve operations, our team helps clients determine the most effective path forward.