Self-Storage Property Extraction
Turn one self-storage facility's owner financials and rent roll into a paste-ready, chart-of-accounts-mapped P&L and a unit-mix rent roll with occupancy, rate, RevPAF, and ancillary-income analytics, reconciled to the source.
Standardizes each operator's owner financials and rent roll into the underwriting model's input template in a single run, replacing manual re-keying and re-categorization of every P&L line
per facility
What it extracts
9 extraction fields
- Property Profile
- The single target facility and its header metadata: name, location, total and climate-controlled net rentable area, unit and parking/RV counts, and the trailing-12-month window that drives annualization.
- Facility Management System
- The self-storage management platform that produced the reports (SiteLink, storEDGE, Yardi Breeze, and others), which determines how the rent roll and statement are read and normalized.
- P&L Raw Line Extraction
- Every line of the operating statement in source order with monthly values for the strict trailing-12-month window, classified as label, header, leaf, or subtotal, with no totals invented.
- P&L Category Mapping
- Each extracted P&L line mapped to a standard 0-to-47 chart of accounts with a canonical category name, match-strength rationale, and a Needs-Review flag, applying an anti-double-count rule so a dollar of rent is counted once.
- P&L Template Block
- The deterministic join of the extraction and the category mapping with a computed trailing-12-month total per row, formatted to paste directly into the underwriting model's raw-statement area.
- Rent Roll Unit Mix
- The rent roll aggregated to one row per unit size and type, with climate-controlled versus drive-up versus outdoor/RV access type, per-unit and group square footage, unit counts, occupancy, and both achieved and street rates.
- Occupancy and Rate Summary
- Physical occupancy on a unit and square-foot basis, economic occupancy, weighted achieved versus street rate and their spread, RevPAF, and the climate-controlled share of NRA, computed from the rent roll.
- Ancillary Income Summary
- Ancillary and other income by category over the trailing 12 months (tenant protection/insurance, admin fees, late fees, auction, merchandise, truck rental), with monthly averages, share of other income, and flags for missing tenant insurance or admin fees.
- Reconciliation Checks
- The tie-out report a finance reviewer reads before trusting the extraction: section subtotals, revenue/expense/NOI tie-outs (reclassification-invariant on the bottom line), unit-count and occupancy sanity, month-window integrity, and review-queue size.
Where it fits
Self-storage acquisition and asset-management underwriting
Upstream
Owner or operator financial packages (operating statement plus rent roll or occupancy report) arriving per facility during diligence or periodic reporting, produced by different facility management systems (SiteLink, storEDGE, Yardi Breeze) or as operator-formatted spreadsheets
This step
Property-level financial and rent-roll extraction, standardization, and reconciliation
Downstream
- Underwriting model input template (P&L and rent roll tabs)
- Cross-property consolidation and portfolio reporting
- Investment committee / acquisition analysis
What it needs
Documents
- Operating statement / owner P&L (monthly, trailing 12+ months)
- Rent roll or occupancy-statistics report
- Unit-mix report
Systems
- SiteLink
- storEDGE
- Yardi Breeze
- Google Drive
Prerequisites
- The facility's operating statement and rent roll or occupancy report
- The underwriting model's chart-of-accounts categories (already encoded in the agent)
- The reporting period / trailing-12-month window
What it produces
A paste-ready P&L template block (category code, account, 12 months, computed total) plus a unit-mix rent roll and occupancy/rate, ancillary-income, and reconciliation summaries for one facility
Delivered to
- Underwriting model input template
- Deal folder
- Portfolio consolidation workbook
Review model
A finance or acquisitions analyst reviews the rows flagged Needs Review in the category mapping and the reconciliation tie-outs (section subtotals, revenue/expense/NOI, unit-count and occupancy sanity) before the extraction is pasted into the underwriting model.
Who uses it
Volume fit
Works best for
teams underwriting or asset-managing many self-storage facilities across different operators and management systems each month
Too small for
a single facility already on the team's own standardized template
Grounded in
- State self-service storage facility (lien) statutesverified as of 2026-07-22
- Self-storage industry reporting conventions (physical vs. economic occupancy, street vs. achieved rate, RevPAF)verified as of 2026-07-22
Changelog
- July 2026
based on a production deployment at a multifamily & self-storage investment manager
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See Self-Storage Property Extraction on your documents
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