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Self-Storage Revenue Management: Adjusting the Dials of Occupancy and Rates

Article-Self-Storage Revenue Management: Adjusting the Dials of Occupancy and Rates

As I walked into the self-storage facility, the manager behind the counter turned around slowly. “We’re about full,” he yelled across the room, smirking to himself and almost chuckling, as if I was crazy to have even walked through the door.

He stood up and leisurely made his way to the worn-out counter, arrogantly sliding a scrappy white notebook in my direction with a list of barely legible names edged in pencil and pen. “This is our waiting list,” he said proudly. “Just put your name down here and we’ll let you know if something turns up. Unless you want a 4-by-7 … We don’t have anything else.”

I politely declined, offering a big smile and extending my hand. “Hi, I’m Mark. What’s your name?”

You see, I wasn’t there to rent a unit. Like many other operators, I was simply completing a market assessment and familiarizing myself with the area. Other than introducing myself, I wanted to put a face with a name and learn more about our competition. Although the manager was a bit taken aback, our conversation continued; only now, he was much more protective of the information he shared. It was then he cautioned me to keep my rates low because his hadn’t changed his in years.

As sad as this scenario was to me, many other operators might think that being completely full is the ultimate joy. I understand it’s important to hold a high occupancy, but at what cost? Is 100 percent the best we can do? In my opinion, this manager was leaving all sorts of money on the table—all at the expense of his business.

If I were to tell you this was the manager behind your counter, would you be pleased? Is an old waiting list a good thing? Are you diligently adjusting rental rates or letting high occupancy be your idol? Are your rates dynamic and evolving or stagnant? Finally, are you administrating increases where needed and actively growing your rate per square foot (RPSF)?

Over the years, I’ve heard countless stories like the one above. These are well-meaning managers who focus solely on keeping the store full, their rates hardly ever changing. If you’re like me, you realize this strategy isn’t only broken, it’s a disastrous way to run your site.

Understanding occupancy and adjusting your rates is a necessity in self-storage. Active rate management can be complex, but it doesn’t have to be difficult. Although there’s a science to it, you can keep it simple; you just have to do it.

Reaching Stabilization

Years ago, my mentor explained to me that in the self-storage industry, there are two dials: occupancy and rate. When one moves, it tends to affect the other. How you react and adjust is up to you, but you must move them. Learn to work the dials on every unit, and plan accordingly. Here are some easy rules of thumb:

If your occupancy is declining, work your rates down. If it’s on the rise, work the rates up. Constantly adjust based on supply and demand, and work within the seasons of your move-in activity. You can evaluate this not only on the overall macro-level but on a micro-level for each and every unit type. Aim for 100 percent occupancy, but never truly get there.

What if your occupancy is way down, or you’ve just opened a new facility and are in lease-up? Then your strategy completely changes. In that moment, stabilization becomes king. At our company, 85 percent occupancy is our bare minimum. We regulate our lease-up targets along the path of 25, 45, 65 and 85 percent, all with the intent of landing at 85 percent as efficiently as possible.

With stabilization of more than 85 percent comes power. The cards are in your favor, and you can confidently adjust rates with current customers as well as new ones. We capture the lion’s share of rental income by reducing vacancy cost and maximizing a balanced combination of momentum and income. Again, we don’t just evaluate the overall occupancy but that of individual unit types. For example, if your occupancy on 10-by-10 units is on the rise, your rates should be, too. If they’re empty, then lower your rates; speed becomes of the essence.

The Power of a Penny

How about the middle? What do you do when you have an established store and you’re pleased with your current occupancy? Let’s assume your site is at 92 percent. You have balance and your rates are adjusting, but you still want to improve the bottom line. In that case, let’s turn our focus to the penny.

If I could offer you one extra cent on your RPSF value, would you take it? Do you know how much that could affect your store? As a self-storage operator, my primary responsibility is to maximize every dollar at each of our facilities. Every day, we use revenue management as the heart of our income growth; but at our established sites, we love to focus on small increments. Here’s how it works:

First, determine your current RPSF. Do you know what you’re earning per square foot at your facility? The basic calculation is total rental revenue collected, divided by occupied square feet. For example, $90,000 in monthly revenue, divided by occupied square feet of 60,000 equals $1.50. You might also see this presented as an annualized number, which simply means it’s multiplied by 12. In the case of our example, that’s $18. A lot of real estate investment trusts report it this way.

Now, add a penny. Take the original RPSF of $1.50 and increase it to $1.51. The same occupied square feet multiplied by the new rate is $90,600. That’s a net gain of $600 per month, or $7,200 annually. This may not seem like much, but could you imagine a 10-cent gain? That would be $6,000 per month, or $72,000 annually!

It’s easy to hypothetically add the penny, but how can you actually earn it? There’s a variety of ways to influence your RPSF. Here are a few:

  • Raise overall asking rates. Raise your standard rates and improve your gross potential. Just like the RPSF, you can calculate the gross rate per square foot. First adjust this, and you’ll enhance your opportunity.
  • Raise internal rates. Actively pursue internal rate increases and time them effectively through the season. Focus on tenants who are paying significantly below the new board rates and specifically on unit types that are near 100 percent full.
  • Reduce concessions and discounting. By limiting this activity on new move-ins, you’re immediately adding to income. Just because you have the option to give a special, it doesn’t mean you always should. Only offer concessions on units that are highly vacant.
  • Rent smaller units. This can give you an immediate boost. Often, the most valuable units are overlooked. For example, a 5-by-5 climate-controlled unit with an asking rate of $69 has an RPSF of $2.76. Add a bunch of these to your move-ins and watch your averages go up.

Overall, the power of a penny can mean tremendous growth. Multiple cents can be gained throughout the year, adding significant value to your site. The next time you meet with your management team ask them, “Can you earn me a penny more?”

Mark Poole is the director of operations for Liberty Investment Properties and president of the Florida Self Storage Association. Since joining the industry more than six years ago, he’s continued to pursue his education by collaborating with colleagues and leaders within the field, and has brought a fresh perspective and enthusiasm to operation, development and his management team. For more information, call 321.441.1693; e-mail [email protected]

Self-Storage Talk Featured Thread: Manager Bonuses

Article-Self-Storage Talk Featured Thread: Manager Bonuses

In addition to receiving a salary or wages, many self-storage facility managers can earn bonuses or other incentives. Often, the reward is based on filling units, especially if the property is in lease-up mode. However, when a site approaches full occupancy, a new motivation may be necessary to increase revenue. Fortunately, there are many options, including bonuses for rate increases, retail sales, year-over-year growth, tenant-insurance sales, and even reducing the number of delinquencies.

In a recent thread on Self-Storage Talk, the industry’s largest online community, members are discussing the various bonus programs at their facilities and how they work. Read what they have to say and share your own thoughts on this important topic.

SROA Capital Partnership Opens West Palm Beach, FL, Self-Storage Facility

Article-SROA Capital Partnership Opens West Palm Beach, FL, Self-Storage Facility

Update 6/15/18 – The joint venture between SROA, Live Oak and MacArthur has opened its Storage Rentals of America facility on Congress Avenue. The final design comprises 105,000 square feet and 742 climate-controlled storage units. The first-floor retail space is currently available for lease, according to a press release.

The group celebrated the grand opening with a ribbon-cutting ceremony attended by West Palm Beach Mayor Jeri Muoio and members of the local chamber of commerce.

“Demand for new self-storage facilities has been fueled by a growing and increasingly mobile population, multi-family development and a resilient U.S. economy,” Macfarland said.

“We see continued growth in the industry,” said Steve Tedder, principal of Live Oak. “This well-designed, highly visible facility addresses the unmet needs of local residents and businesses.”

The property is SROA’s 11th in Florida, with several more projects in the company’s pipeline, the release stated.


4/28/17 – A partnership led by SROA Capital LLC, an equity investor focused on the self-storage industry and operator of the Storage Rentals of America brand, has started construction on a three-story, mixed-use storage project at 1620 N. Congress Ave. in West Palm Beach, Fla. The project is a joint venture with real estate developers Live Oak Capital Partners and MacArthur Holdings LLC, operating under the name North Congress Storage LLC. The facility will comprise 100,000 square feet in 830 climate-controlled units and 1,200 rentable square feet of ground-floor retail space. It’s expected to open during the first quarter of 2018, according to a source.

The facility will include LED lighting and motion sensors for energy efficiency, and 24-hour video cameras for security. The 2-acred property is across the street from the Palm Beach Outlet Mall, near the intersection of Interstate 95 and Palm Beach Lakes Boulevard. SROA Capital purchased the land in 2016 for $1.33 million, a source reported.

"We are excited to be investing locally and working with our city and county officials and surrounding neighborhoods to build a beautifully designed property that fits the storage needs of local residents and businesses," Benjamin S. Macfarland III, CEO of SROA Capital, said in a press release.

The ground-breaking comes on the heels of the acquisition of three South Carolina properties by SROA, which will be converted to self-storage. The assets are in Columbia, Myrtle Beach and Simpsonville, the release stated.

Founded in 2012, Live Oak Capital Partners focuses primarily on “niche property types and off-market” opportunities. It has investment interests in self-storage, industrial, manufactured-housing and office properties.

MacArthur Holdings LLC is a real estate owner and developer primarily in New York City. Its portfolio includes hotel, multi-family, office and retail projects. It also owns commercial and industrial properties in southern New Hampshire and has multi-family investments in Delaware, New Jersey and Pennsylvania, the release stated.

Based in West Palm Beach, SROA Capital is a real estate investment company focused on the acquisition of self-storage properties as well as direct-equity investments with developers and operators. It manages 59 properties in five states. The company recently changed its name from Elite Stor Capital Partners LLC to better align with the Storage Rentals of America brand name.

Sources:
Palm Beach Post, Developer Breaks Ground on Self-Storage Center Near Palm Beach Outlets
South Florida Business Journal, Self-Storage Facility Breaks Ground Near Major Mall
Yahoo Finance, Partnership to Break Ground on 100,000 Sq. Ft. State-of-the-Art Self-Storage Facility in West Palm Beach, Fla.

UK Self-Storage Operator Lok'nStore Acquires 2 Development Sites

Article-UK Self-Storage Operator Lok'nStore Acquires 2 Development Sites

Lok’nStore Group PLC, which operates 26 self-storage and two records-storage facilities in the United Kingdom, has acquired two development sites. An existing building in Cardiff, Wales, will be converted to 45,000 square feet of rentable space. The company also intends to develop a 60,000-square-foot facility in Cheshunt, England, according to the source.

The Cardiff project on Penarth Road is expected to cost about £5 million. Renovation work is scheduled to begin this fall, with the facility expected to open early next year.

The £10 million Cheshunt development will be built on 2.2 acres. It’s scheduled to begin next fall, with completion slated for late 2020.

Both locations will be freehold assets. The sites will increase the company’s portfolio by 32 percent, the source reported. "These two new landmark locations add to the recent rapid growth in our pipeline of stores,” CEO Andrew Jacobs said in a prepared statement. "We are delivering our objective of growing rapidly by acquiring sites to develop new landmark stores from the balance sheet and to increase the number of stores we manage under the Lok'nStore brand for third parties."

The company also recently acquired a development property in Leicester, England, and has a storage project planned for Bournemouth, England.

Founded in 1995, Lok’nStore builds, buys or leases large warehouses or industrial buildings and rents storage units to customers on a weekly basis. It operates 26 self-storage facilities and two record-storage properties in South England.

Source:
Insider Media, Lok’nStore Strikes Double Deal

Midgard Self Storage in Athens, AL, Supports Local Animal Shelter

Article-Midgard Self Storage in Athens, AL, Supports Local Animal Shelter

Midgard Self Storage in Athens, Ala., is providing free storage space to hold donations for an upcoming yard sale, with proceeds to benefit the Athens-Limestone County Animal Shelter. Items can be dropped off at the storage facility, at 110 Cloverleaf Drive. Midgard will also provide bottles of water to shoppers and workers during the event, which will be held at the shelter, 7 a.m. to 2 p.m. on Saturday.

The shelter is near capacity, according to the source, having taken in 60 dogs and 56 cats so far this month. Another 27 dogs are in foster care or boarding, said shelter director Priscilla Blenkinsopp. In May, the organization took in 369 animals.

“Our numbers are up, because it is puppy and kitten season,” said Blenkinsopp, adding that the shelter is caring for 26 more cats than it’s equipped to house. “Kitten intake is nonstop right now. We are getting lots of litters with no moms. There is a high need for kitten adoption.”

In addition to adopting an animal, community members can help by providing donations of dry and wet pet food, leashes and collars, toys, treats, and dog houses. The shelter also needs volunteers to feed, groom, walk, play and clean up after the animals. The organization has a Facebook page that includes details about adoptable animals, volunteering and donations.

In addition to self-storage, Midgard offers outdoor vehicle storage, truck rentals, and moving and packing supplies. Security measures include electronic access and video cameras.

Source:
The News Courier, Yard Sale to Benefit Athens-Limestone Animal Shelter

 

West Coast Self-Storage Acquires Island Security Storage in Vashon, WA

Article-West Coast Self-Storage Acquires Island Security Storage in Vashon, WA

West Coast Self-Storage Group (WCSSG), which operates 51 facilities in California, Oregon and Washington, has purchased Island Security Self Storage in Vashon, Wash., for $9 million. The 3.94-acre property at 10015 S.W. 178th St. was purchased under WCSS Vashon Island 516 LLC, according to the source. The seller was George Hill of Point Robinson Properties LLC.

Built in two phases in 2004 and 2007, the facility contains nine single-story buildings, plus a two-story office and manager residence. It offers nearly 500 interior and drive-up units, some of which are climate-controlled and have radiant floor heating. It also includes vehicle-parking spaces, and a retail office that sells moving and packing supplies.

WCSSG will add U-Haul truck rentals to the facility’s offerings, the source reported.

“Island Security Self Storage is a great storage facility with the best amenities on the island. We’re excited to add to its products and services with our knowledge of the storage industry to best serve the Vashon community,” said WCSSG District Manager Tom Davies.

The seller was represented in the transaction by Christopher R. Secreto, an investment specialist with Marcus & Millichap, a commercial-property investment firm.

WCSSG is an acquisition, development and property-management company headquartered in Everett, Wash. Its portfolio of managed and owned properties includes 37 sites in Washington, eight in Oregon and six in California.

Source:
Vashon-Maury Island Beachcomber, Downtown Self-Storage Business is Sold to Everett-Based Firm

Wheat Ridge Self Storage With Incubator Space Opens in Colorado

Article-Wheat Ridge Self Storage With Incubator Space Opens in Colorado

Wheat Ridge Self Storage has opened in Wheat Ridge, Colo., offering incubator offices in addition to self-storage. The 6.57-acre property at 4901 Marshall St. comprises more than 88,145 net rentable square feet of storage space in climate-controlled and drive-up units. The site also offers enclosed vehicle storage with trickle chargers, and moving and packing supplies. Security measures include gated access and video cameras.

The six incubator offices are 575 square feet each, with 300 square feet of self-storage attached.

Wheat Ridge will host a ribbon-cutting celebration on July 2, 11 a.m.-5:30 p.m. Open to the public, the event will include refreshments.

Source:
Wheat Ridge Self Storage, Grand Opening Wheat Ridge Self Storage

Unboxed: 10 foods and beverages with 5 ingredients or less

Gallery-Unboxed: 10 foods and beverages with 5 ingredients or less

Chefs know that if you're going to place a dish on a menu with very few ingredients, it better contain the best quality ingredients you can find.

Similarly, natural manufacturers who prioritize products with just a few ingredients also care about conscious sourcing methods, certification labels such as USDA Organic and smart formulations to honor an ingredient's inherent flavor. 

Some examples: Patagonia Provisions’ new line of mussels are sourced from EU Organic-certified mussel farms in Galicia, Spain, and are packed in their own mussel broth, organic olive oil and wood smoke for a memorable eating experience. The olives used for Nudo’s Italian olive oil are picked by hand and pressed via mechanical (not chemical) means the same day they are harvested—the result is a spicy, fruity oil that can make a meal with a loaf of bread and a pinch of sea salt. 

Aside from quality, products with very few ingredients (here we highlight ones that contain five or fewer), can signal clean label to consumers. Performance-based additives such as xanthan gum or maltodextrin usually don’t have a place in these products.

Men on the Move Moving & Self-Storage Opens Woodbury, NY, Headquarters

Article-Men on the Move Moving & Self-Storage Opens Woodbury, NY, Headquarters

Men on the Move Moving & Self-Storage will open its new headquarters this week in Woodbury, N.Y. The company purchased the 51,000-square-foot building at 150 Crossways Park Drive W. last year for $5.75 million. About 7,000 square feet of the former Cablevision call center will be used for management and corporate operation, according to the source.

The company intends to build an additional 90,000-square-foot structure on the 4.6-acre property, dedicating about 67,500 square feet to self-storage and the remainder to warehousing for its moving operation, the source reported.

The project enabled Men on the Move to receive a significant tax break from Nassau County, N.Y., officials to keep the business in the county rather than relocate to Queens, N.Y. The Nassau Industrial Development Agency offered a $350,200 sales-tax exemption for the purchase of construction materials, equipment and fixtures, along with a $132,100 discount on the mortgage-recording tax. As part of the deal, the property tax was to be frozen for one year, followed by incremental increases of 1.66 percent for the next 14 years.

The move expanded the company’s headquarters by 47 percent. The company is seeking acquisition opportunities in Nassau and Suffolk Counties, founder John Beyer told the source.

Founded in 1985, Men on the Move has a fleet of moving trucks and another storage facility in Farmingdale, N.Y.

Source:

Long Island Business News, Expanding Self-Storage Firm Eyes More Sites

South Africa, UK Self-Storage Operator Stor-Age Posts Financial Results for Year Ended March 31

Article-South Africa, UK Self-Storage Operator Stor-Age Posts Financial Results for Year Ended March 31

Stor-Age Property REIT, which operates self-storage facilities in South Africa and the United Kingdom, has released its earnings report for the fiscal year that ended March 31. The company reported its fourth consecutive period of growth, achieving large gains in occupancy and rental rates. Property revenue grew 86.1 percent, while operating profit increased 86.5 percent year over year.

The company’s performance was “excellent when considering the prevailing tough macro environment and challenged local property sector” in South Africa, CEO Gavin Lucas said in a press release. The company’s R3.9 billion market capitalization is a 300 percent increase since Stor-Age debuted on the Johannesburg Stock Exchange in November 2015.

The company reported a closing occupancy of 85.3 percent for its South Africa properties and 78.2 percent for those in the United Kingdom. Same-store rental income increased 10.6 percent due to higher average occupancy and an 8.8 percent increase in average rental rate. “Purely organic drivers” drove a 9.2 percent increase in closing rental rates for the company’s South Africa portfolio.

Stor-Age broke ground on two new properties during the year and continued expanding parts of its existing portfolio. It also acquired three facilities. “These acquisitions have demonstrated not only our ability to identify and then close value-add transactions, but also our ability to integrate newly acquired trading stores seamlessly onto our operating platform,” Lucas said.

The company’s U.K. portfolio had a 9 percent increase in net rental income, with same-store “organic growth” at 6.2 percent. Stor-Age intends to add up to five new self-storage facilities under the Storage King brand on an annual basis but will remain focused largely on growing its presence in South Africa, the release stated.

Stor-Age issued a yearly dividend of 97.83 cents, an 11.1 percent increase over the previous fiscal year. The company has forecast an increase of up to 10 percent for its anticipated dividend at the close of the next fiscal year.

Headquartered in Cape Town and established in 2006 by the Lucas family, Stor-Age operates a 63-property portfolio, primarily in four South African metropolitan areas, that comprises approximately 407,000 square meters. It’s the operator appointed by Stor-Age Property Fund Managers Pty. Ltd. to manage and market the property portfolio owned by Stor-Age Property Holdings Pty. Ltd., and was listed on the Johannesburg Stock Exchange in November 2015.

Sources:
Engineering News, Stor-Age Reports Continued Strong Trading Results for FY18
Stor-Age, Stor-Age Continues to Outperform Economy and Sector