Self Storage

Borrower*

Application Date*

Originator*

Application Date*

LOAN INFORMATION

Loan Name/Description *

Recourse PreferenceRecourseNon-RecourseNegotiable

Loan PurposePurchaseRefinanceConstruction

If Purchase, Purchase Price*

Closing Date*

If Refinance, Loan Balance*

Interest Rate*

TypeFixedVariable

Cost of Recent Improvements*

Improvements DocumentedYesNoUnknown

If Construction, Construction Cost + Land*

Completion Date*

BORROWER INFORMATION

Primary Contact*

Contact Email*

Address*

City*

State*

Zip*

Phone*

Fax*

Net Worth*

FICO Score*

Bankruptcy?YesNo

PROPERTY INFORMATION

Property Name*

No of Buildings*

Freight Elevators*

Passenger Elevators*

Land Area*

Last Appraised Value*

Last Sale Price*

Last Appraisal Date*

Date of Last Sale*

Property Attributes

Owner Occupied*

Hwy Access within 3 miles?*

Hwy Visibility*

Truck Turnaround*

Number Loading Docks*

Dock Height*

At Grade*

Both*

Don't Know*

Exterior LightingAdequateInadequate

Surrounding Land Use

Light Industrial*

Heavy Industrial*

Industrial Park*

Office*

Residential*

Other (specify)*

BUILDING INFORMATION

Building Address*

City*

State*

Zip*

Number of Stories*

Year Built*

Year Renovated*

Overall AppearanceAverageAboveBelow

No of covered parking spaces*

Uncovered*

Sprinklered*

HVAC*

Butler-type BuildingYesNo

High Clear Ceiling Height*

Low Clear Ceiling Height (under beam)*

Est Market Vacancy*

Gross Building Area*

Net Rental Area*

Rent Roll

Unit Type: ** S/S Interior Entrance, S/S Exterior Entrance, Yard Storage, Refrigerated Storage, S/S Climate Controlled, S/S Other

Unit #	Unit Type**	# of occupied units	# of vacant units	Tot Occ Area(SF)	Tot Vacant Area (SF)	Avg. monthly rent per unit	Est. market rent per unit	% of month to month	HEAT	ELEC	WATER	SEWER	GAS	OIL
01

Income & Expenses Statement

3 Previous Yrs

Current YTD

Year1*

Year2*

Year3*

Year4*

Year1 Base Rent*

Year2 Base Rent*

Year3 Base Rent*

Current YTD Base Rent*

Trailing 12 months Base Rent*

Adjustments Base Rent*

Final Base Rent*

Base Rent Notes*

Year 1 Expense Reimbursements*

Year2 Expense Reimbursements*

Year3 Expense Reimbursements*

Current YTD Expense Reimbursements*

Trailing Expense Reimbursements*

Adjustment Expense Reimbursements*

Final Expense Reimbursements*

Expense Reimbursements Notes*

Year1 Parking Income*

Year2 Parking Income*

Year3 Parking Income*

Current YTD Parking Income*

Trailing Parking Income*

Adjustment Parking Income*

Final Parking Income*

Parking Income Notes*

Year1 Percentage Rent*

Year2 Percentage Rent*

Year3 Percentage Rent*

Current YTD Percentage Rent*

Trailing Percentage Rent*

Adjustment Percentage Rent*

Final Percentage Rent*

Percentage Rent Notes*

Year1 Other Income*

Year2 Other Income*

Year3 Other Income*

Current YTD Other Income*

Trailing Other Income*

Adjustment Other Income*

Final Other Income*

Other Income Notes*

Year1 Vacancy and Collection Loss*

Year2 Vacancy and Collection Loss*

Year3 Vacancy and Collection Loss*

Current YTD Vacancy and Collection Loss*

Trailing Vacancy and Collection Loss*

Adjustment Vacancy and Collection Loss*

Final Vacancy and Collection Loss*

Vacancy and Collection Loss Notes*

Year1 Effective Gross Income*

Year2 Effective Gross Income*

Year3 Effective Gross Income*

Current YTD Effective Gross Income*

Trailing Effective Gross Income*

Adjustment Effective Gross Income*

Final Effective Gross Income*

Effective Gross Income Notes*

Year1 Real Estate Taxes*

Year2 Real Estate Taxes*

Year3 Real Estate Taxes*

Current YTD Real Estate Taxes*

Trailing Real Estate Taxes*

Adjustment Real Estate Taxes*

Final Real Estate Taxes*

Real Estate Taxes Notes*

Year1 Property Insurance*

Year2 Property Insurance*

Year3 Property Insurance*

Current YTD Property Insurance*

Trailing Property Insurance*

Adjustment Property Insurance*

Final Property Insurance*

Property Insurance Notes*

Year1 Utilities*

Year2 Utilities*

Year3 Utilities*

Current YTD Utilities*

Trailing Utilities*

Adjustment Utilities*

Final Utilities*

Utilities Notes*

Year1 Repairs and Maintenance*

Year2 Repairs and Maintenance*

Year3 Repairs and Maintenance*

Current YTD Repairs and Maintenance*

Trailing Repairs and Maintenance*

Adjustment Repairs and Maintenance*

Final Repairs and Maintenance*

Repairs and Maintenance Notes*

Year1 Janitorial*

Year2 Janitorial*

Year3 Janitorial*

Current YTD Janitorial*

Trailing Janitorial*

Adjustment Janitorial*

Final Janitorial*

Janitorial Notes*

Year1 Management Fees*

Year2 Management Fees*

Year3 Management Fees*

Current YTD Management Fees*

Trailing Management Fees*

Adjustment Management Fees*

Final Management Fees*

Management Fees Notes*

Year1 Payroll and Benefits*

Year2 Payroll and Benefits*

Year3 Payroll and Benefits*

Current YTD Payroll and Benefits*

Trailing Payroll and Benefits*

Adjustment Payroll and Benefits*

Final Payroll and Benefits*

Payroll and Benefits Notes*

Year1 Advertising and Marketing*

Year2 Advertising and Marketing*

Year3 Advertising and Marketing*

Current YTD Advertising and Marketing*

Trailing Advertising and Marketing*

Adjustment Advertising and Marketing*

Final Advertising and Marketing*

Advertising and Marketing Notes*

Year1 Professional Fees*

Year2 Professional Fees*

Year3 Professional Fees*

Current YTD Professional Fees*

Trailing Professional Fees*

Adjustment Professional Fees*

Final Professional Fees*

Professional Fees Notes*

Year1 General and Administrative*

Year2 General and Administrative*

Year3 General and Administrative*

Current YTD General and Administrative*

Trailing General and Administrative*

Adjustment General and Administrative*

Final General and Administrative*

General and Administrative Notes*

Year1 Other Expense*

Year2 Other Expense*

Year3 Other Expense*

Current YTD Other Expense*

Trailing Other Expense*

Adjustment Other Expense*

Final Other Expense*

Other Expense Notes*

Year1 Ground Rent*

Year2 Ground Rent*

Year3 Ground Rent*

Current YTD Ground Rent*

Trailing Ground Rent*

Adjustment Ground Rent*

Final Ground Rent*

Ground Rent Notes*

Year1 Total Operating Expenses*

Year2 Total Operating Expenses*

Year3 Total Operating Expenses*

Current YTD Total Operating Expenses*

Trailing Total Operating Expenses*

Adjustment Total Operating Expenses*

Final Total Operating Expenses*

Total Operating Expenses Notes*

Year1 Net Operating Income*

Year2 Net Operating Income*

Year3 Net Operating Income*

Current YTD Net Operating Income*

Trailing Net Operating Income*

Adjustment Net Operating Income*

Final Net Operating Income*

Net Operating Income Notes*

Year1 Leasing Commissions*

Year2 Leasing Commissions*

Year3 Leasing Commissions*

Current YTD Leasing Commissions*

Trailing Leasing Commissions*

Adjustment Leasing Commissions*

Final Leasing Commissions*

Leasing Commissions Notes*

Year1 Tennant Improvements*

Year2 Tennant Improvements*

Year3 Tennant Improvements*

Current YTD Tennant Improvements*

Trailing Tennant Improvements*

Adjustment Tennant Improvements*

Final Tennant Improvements*

Tennant Improvements Notes*

Year1 Cap Ex (Repl Reserves)*

Year2 Cap Ex (Repl Reserves)*

Year3 Cap Ex (Repl Reserves)*

Current YTD Cap Ex (Repl Reserves)*

Trailing Cap Ex (Repl Reserves)*

Adjustment Cap Ex (Repl Reserves)*

Final Cap Ex (Repl Reserves)*

Cap Ex (Repl Reserves) Notes*

Year1 Extraordinary Capital Exp*

Year2 Extraordinary Capital Exp*

Year3 Extraordinary Capital Exp*

Current YTD Extraordinary Capital Exp*

Trailing Extraordinary Capital Exp*

Adjustment Extraordinary Capital Exp*

Final Extraordinary Capital Exp*

Extraordinary Capital Exp Notes*

Year1 Total Capital Items*

Year2 Total Capital Items*

Year3 Total Capital Items*

Current YTD Total Capital Items*

Trailing Total Capital Items*

Adjustment Total Capital Items*

Final Total Capital Items*

Total Capital Items Notes*

Year1 Net Cash Flow*

Year2 Net Cash Flow*

Year3 Net Cash Flow*

Current YTD Net Cash Flow*

Trailing Net Cash Flow*

Adjustment Net Cash Flow*

Final Net Cash Flow*

Net Cash Flow Notes*

Self Storage

In Business Since 1980

Quick Links

Commercial Mortgage Providers & note buyers