Joe DownsCEO & Co-Founder, Belrose Storage Group. Founder, Storage Moguls.

The 21‑item due diligence checklist, condensed

10 Apr 2026 · 1 min

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This content was created by Joe Downs. This content was uploaded by Joe Downs. This is a YouTube video titled "The 21‑item due diligence checklist, condensed" (uploaded April 10, 2026). The excerpt is a single-speaker presentation in English that lists a standard self-storage due-diligence checklist of 21 items grouped into three categories: site inspection (7 items: drive aisle, gate staging, space inventory, amenity condition, gate technology, security coverage, surface condition), financial records (7 items: 24 months monthly revenue, 24 months monthly revenue [repeated in the transcript], rent roll with move-in dates, waiting list, top 10, top 10 at leases, itemized expenses, utility bills, prior appraisals or sale history), and legal/regulatory (7 items: zoning and writing, vehicle lien law, Phase 1 environmental/floodplain and wetland screen, original conditional use permit, title search, Phase 2 additional confirmation if needed). The presenter instructs viewers to document items with photos and use the checklist on site visits.

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Here's the complete checklist condensed into one view. Screenshot this and take it to every site visit. Site inspection, 7 items: drive aisle, gate staging, space inventory, amenity condition, gate technology, security coverage, surface condition. All of them documented with photos. With financial records, you get the 7 items: 24 months monthly revenue, 24 months monthly revenue, rent roll with move-in dates, Waiting list, top 10, top 10 at leases, itemized expenses, utility bills, prior appraisals or sale history. And then legal and regulatory. You got the 7 items: zoning and writing, vehicle lien law, Phase 1 environmental floodplain and wetland screen, original conditional use permit, title search, Phase 2 additional confirmation if needed. 21 items total. Standard self-storage