🚀 Company Profile
Strategic 18-building acquisition showcasing exponential value growth through self-storage conversions. Portfolio Achievement: Acquired 18-building, 322,000 sq ft former Hamilton Beach headquarters at 49% below market value. Value Projection: Property value expected to quadruple by the second year post-conversion. Strategic Location: Positioned in Wisconsin's $16.6B development corridor, near major interstate, airport, and Amazon fulfillment center. Market Performance: By the second year, projected to achieve nearly 90% occupancy with a 12% lease growth rate. Development Plans: Two completed self-storage conversions, with plans for a third facility and fourth ground-up construction.
👥 Key Stakeholders
Multi-role investment strategist leveraging proprietary technology to achieve $12M appreciation and 90% occupancy rates across 322,000 sq ft portfolio Ross Beal Role: Lead Investment Strategist Focus: Technology-Driven CRE Investment Expert Achievement: Multi-role strategist leveraging proprietary technology to achieve $12M appreciation and 90% occupancy rates across 322,000 sq ft portfolio Technology-driven investment strategist achieving $12M appreciation in 2 years through proprietary software and systematic value-add implementation Proprietary Technology Created CRE ProfitFinder: Custom software identifying high-value opportunities Nationwide Market Analysis: Automated opportunity identification system Deal Flow Pipeline: Continuous property analysis and tracking Risk Assessment: Data-driven market evaluation tools Value-Add Identification: Systematic improvement opportunity analysis Investment Strategy Market Focus: Technology-enhanced identification of undervalued assets Portfolio Achievement: 18-building, 322,000 sq ft complex at 49% below market Development Pipeline: Four facility developments through 2026 Risk Management: Comprehensive market analysis and due diligence Growth Target: 2x equity multiplier within 3-year timeframe Performance Metrics Current Revenue: $1M+ annual gross from tenanted buildings Value Creation: $12M appreciation through strategic conversions Occupancy Rate: 90% with 12% lease growth Project Scale: $1.5M facility conversions Monthly Income: Projected $150k gross Strategic Implementation Deal Sourcing: Proprietary software for nationwide opportunity identification Market Analysis: Data-driven high-growth market selection Due Diligence: Systematic risk assessment process Performance Tracking: Real-time monitoring systems Value-Add Strategy: Technology-guided improvement implementation Professional Network: Property Management (70+ Years Experience) Industry leader in facility operations with proven track record of performance optimization Role: Facility Operations & Management Partner Experience: Over 70 years combined expertise Focus: Revenue optimization and value creation Key Capabilities: Facility Operations Excellence: Advanced management protocols and systems Value-Add Implementation: Strategic facility improvements and upgrades Performance Optimization: Data-driven revenue management strategies Tenant Relations: Professional customer service and retention programs Systems Integration: Modern facility management platforms and technology Legal Team Premier legal partner specializing in complex CRE transactions and compliance Role: Transaction and Compliance Counsel Focus: Comprehensive legal oversight Expertise: Securities and real estate law Key Services: Securities Compliance: SEC regulations and offering documents Deal Structure: Transaction architecture and documentation Due Diligence: Comprehensive legal review and analysis Contract Development: Custom agreement creation and review Regulatory Oversight: Ongoing compliance monitoring Facility Solutions Leading provider of security and facility enhancement solutions Role: Facility Enhancement Partner Focus: Security and access control systems Expertise: Modern facility solutions Core Services: Facility Enhancement: State-of-the-art improvement solutions Security Systems: Advanced protection and monitoring Access Control: Modern digital access management Construction Solutions: Custom facility modifications Technology Integration: Smart facility management systems Development Partners Expert project execution team ensuring quality and timeline adherence Role: Project Implementation Team Focus: Quality control and timeline management Expertise: Value-add execution Services: Construction Management: Project oversight and coordination Timeline Oversight: Schedule management and milestone tracking Quality Control: Standards compliance and inspection Budget Management: Cost control and reporting Value-Add Implementation: Strategic improvements execution
🕐 Deal Timeline
Initial Acquisition 18-building portfolio at 49% below market Phase 1 Two successful storage facility conversions completed Phase 2 Third facility development planned for 2025 Phase 3 Fourth ground-up construction projected Ongoing Value-add implementation and occupancy optimization
🔬 Deal Details
Comprehensive value-add strategy transforming 322,000 sq ft portfolio into high-performing self-storage facilities 📋 Background Former Hamilton Beach HQ acquisition at 49% below market value Located in Wisconsin's $16.6B development corridor Strategic position near major interstate, airport, and Amazon fulfillment center Identified through proprietary CRE ProfitFinder software Proven market demand for self-storage conversion 📈 Current Performance $1M+ annual gross revenue from tenanted buildings 90% occupancy rate with 12% lease growth $150k projected monthly gross income Two successful storage facility conversions completed Operating with industry-leading management systems 🔄 Value-Add Strategy Converting 100,000 sq ft into self-storage units Additional 100,000 sq ft ground-up development planned Partnership with Storage Asset Management for operations Modern security and access control implementation Systematic improvement and optimization plan 💰 Financial Structure 2x equity multiplier target within 3-year timeframe $1.5M facility conversion investment Clear equity splits and return projections Multiple revenue streams from diverse tenant mix Conservative underwriting with market-backed assumptions ⛔ Risk Management Comprehensive market analysis completed Professional property management oversight Strategic partnerships with industry leaders Modern technology integration for operations Regular performance monitoring and optimization
🏁 What's on the Line
Multiple value creation opportunities through proven 2x equity multiplier strategy 🎯 Investment Opportunities Value-Add Potential: Converting 100,000 sq ft into high-demand self-storage Market Position: Strategic location in Wisconsin's $16.6B development corridor Growth Trajectory: 90% occupancy with 12% lease growth rate Development Pipeline: Four facility developments through 2026 Financial Target: 2x equity multiplier within 3-year timeframe 💼 Business Impact Current Revenue: $1M+ annual gross from tenanted buildings Projected Income: $150k monthly gross post-conversion Portfolio Value: $12M appreciation through strategic conversions Market Demand: Undersupplied self-storage market Location Value: Proximity to major infrastructure and Amazon
🔄 Moving the Deal Forward
Systematic implementation strategy backed by industry-leading partnerships 📊 Implementation Strategy Phased Development: Strategic conversion timeline Technology Integration: Proprietary software for tracking Professional Management: Storage Asset Management oversight Quality Control: Regular performance monitoring Risk Management: Comprehensive market analysis 🚀 Next Steps Facility Conversion: Begin third storage facility development Ground-Up Construction: Initiate fourth facility planning Systems Integration: Implement modern security and access Performance Optimization: Execute value-add improvements Partnership Expansion: Evaluate additional opportunities ⚠️ Risk Assessment Market Analysis: Regular supply-demand evaluation Financial Monitoring: Monthly performance tracking Legal Compliance: Ongoing regulatory oversight Operational Review: Regular system optimization Strategic Adjustments: Based on market conditions
1️⃣ Why CRE Advisory Services?
Unlock Commercial Real Estate Success with Proven Systems Scalable Investments Transition from residential to high-performing commercial real estate investments. Data-Driven Tools Leverage BizExcel.AI for AI-powered deal sourcing and analysis. Proven Success Learn from our Wisconsin property success story.
2️⃣ Custom Strategic Roadmap
Introducing the 10-Stage CRE Framework: Your Step-by-Step Blueprint to Mastering Commercial Real Estate Investments – See the Roadmap Overview Below Planning Define your Buy Box and ROI goals. Market Insights Utilize AI for data analysis and market trends. Sourcing Find off-market and top 0.1% on-market opportunities. Execution Implement AI underwriting and deal analysis strategies.
3️⃣ AI-Driven Deal Sourcing
Uncover Off-Market Gems and the Top 0.1% On-Market Opportunities with Cutting-Edge AI Tools and Data Precision Challenge Limited visibility on high-value, off-market opportunities. Solution AI-driven tools monitor market anomalies and seller activity. Results Improved off-market deal success rate and faster acquisition cycles.
4️⃣ AI-Enhanced Underwriting
Streamline Risk Assessment and Maximize Upside Potential with Real-Time AI-Powered Deal Analysis Real-Time Projections AI dashboards provide instant cap rate and NOI forecasts. Scenario Analysis Evaluate best and worst-case scenarios for informed decision-making. Risk Mitigation De-risk investments and accelerate the decision-making process.
5️⃣ Value-Add Execution Strategies
Transform Underperforming Assets into High-Performing Investments with Proven Value-Add Frameworks and ROI-Driven Blueprints Opportunities Convert distressed assets (e.g., office to self-storage) Identify market demand gaps. Execution Value-add blueprints with ROI forecasts Tech-driven project management systems.
6️⃣ Automation and Scaling Systems
Optimize Workflows, Eliminate Bottlenecks, and Scale Your CRE Portfolio with Proven Automation and AI-Driven Systems Task Automation Integrate Monday.com for streamlined workflows. KPI Tracking Monitor occupancy, lease growth, and NOI effortlessly. Scalability Reduce manual workload by 30-50% and boost portfolio performance.
🎯 Experience the REI Community
Discover How Hundreds of Investors Collaborate to Unlock Transformative Opportunities in CRE Exclusive Access Tap into a Proven System of Tools, Frameworks, and Resources to Streamline Your CRE Success. Access to strategies, guides, and technology for identifying prime investments Weekly Collaboration Work Directly With Experts and Peers in Group Coaching to Overcome Challenges and Scale Faster. Gain actionable insights and personalized guidance every week. Cutting-Edge Tools Leverage AI-Powered Deal Sourcing, Underwriting, and Scaling Systems to Maximize Your ROI. Find off-market deals, optimize your strategies, and automate growth. Ask Me About Being Part of the REI Community – Where Impact and Success Go Hand in Hand. Let’s Connect – Start With a Complimentary 1-on-1 Call Today!
🚀 Next Steps
Transform your CRE investment potential through proven strategies and expertise CLICK HERE - Find Your Perfect Approach 💡 Investment Approach Identify Prime Investments: Access proprietary deal-finding technology Leverage Our Expertise: Benefit from proven systems and partnerships Achieve Financial Freedom: Join the 90% of millionaires building wealth through CRE [NEW] 🎯 "100+ Ways to Find Deals" Tailored strategies aligned with your strengths Proprietary deal-finding methodology Proven value-add implementation 📈 Simple 3-Step Process Quick Questionnaire: Evaluate your investment goals Personalized Strategy: Receive customized approach Team Connection: Access professional network 💼 Why Partner With Us Proven Track Record: $12M appreciation achievement Professional Network: Industry-leading partnerships Technology Edge: Proprietary deal-finding systems Value Creation: 2x equity multiplier strategy
1️⃣ Define Investment Goals
Setting clear objectives and investment strategy Set Objectives Align personal and group goals for clarity. Establish Strategy Determine primary focus using key metrics. Measure Success Define benchmarks for performance evaluation.
2️⃣ Assess Financial Capacity
Evaluating resources and structuring deals Gather Statements Compile comprehensive financial records for analysis. Calculate Capital Determine available funds for investment. Explore Financing Research loan options and leverage potential.
3️⃣ Build Investment Team
Assembling professional partners and defining roles Advisors Engage financial experts for strategic guidance. Legal Support Secure attorneys specializing in real estate law. Analysts Recruit professionals for market and financial analysis. Brokers Partner with experienced real estate agents.
4️⃣ Market Research
Analyzing markets and identifying opportunities Market Analysis Study trends, demographics, and economic indicators. Location Scouting Identify promising areas for investment opportunities. Off-Market Opportunities Network and explore unlisted property options. Shortlist Creation Compile potential properties matching investment criteria.
5️⃣ Property Evaluation
Conducting thorough analysis and due diligence Physical Inspections Conduct thorough on-site property assessments. Financial Analysis Review income statements, expenses, and potential ROI. Risk Assessment Identify and evaluate potential investment risks. Comparative Market Analysis Benchmark against similar properties in the area.
6️⃣ Making an Offer
Structuring and negotiating deals Step Action Outcome 1 Determine Offer Price Competitive Bid 2 Draft Letter of Intent Formal Proposal 3 Negotiate Terms Mutually Beneficial Agreement 4 Finalize Offer Signed Purchase Agreement
7️⃣ Due Diligence & Financing
Completing inspections and securing funding Detailed Inspections Conduct comprehensive property and environmental assessments. Lender Commitments Secure final loan terms and approval. Legal Verification Confirm all legal aspects and title clearance. Financial Auditing Verify all financial statements and projections.
8️⃣ Closing the Deal
Executing purchase and transfer Document Review Scrutinize all closing paperwork for accuracy. Final Walkthrough Confirm property condition before closing. Fund Transfer Coordinate payment and escrow processes. Key Handover Complete ownership transfer and receive property access.
9️⃣ Post-Closing and Value-Add Implementation
Executing improvement strategies Tenant Relations Establish communication and address concerns promptly. Property Improvements Implement value-add strategies to enhance asset value. Performance Tracking Monitor key indicators for operational efficiency.
🔟 Ongoing Management
Maintaining and optimizing performance Operations Oversight Ensure smooth day-to-day property management. Compliance Adherence Stay updated with regulations and maintain documentation. Strategy Refinement Continuously adapt to market changes and opportunities.
🎯 Investment Success
Proven framework for achieving CRE investment goals through structured decision-making Informed Decisions Structured process leads to better investment choices. Goal Alignment Outcomes match financial objectives and risk tolerance. Wealth Creation Long-term strategy builds substantial real estate portfolio.
🚀 Next Steps
Transform your CRE investment potential through proven strategies and expertise CLICK HERE - Find Your Perfect Approach 💡 Investment Approach Identify Prime Investments: Access proprietary deal-finding technology Leverage Our Expertise: Benefit from proven systems and partnerships Achieve Financial Freedom: Join the 90% of millionaires building wealth through CRE [NEW] 🎯 "100+ Ways to Find Deals" Tailored strategies aligned with your strengths Proprietary deal-finding methodology Proven value-add implementation 📈 Simple 3-Step Process Quick Questionnaire: Evaluate your investment goals Personalized Strategy: Receive customized approach Team Connection: Access professional network 💼 Why Partner With Us Proven Track Record: $12M appreciation achievement Professional Network: Industry-leading partnerships Technology Edge: Proprietary deal-finding systems Value Creation: 2x equity multiplier strategy