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

What to include in a full lender package

12 Apr 2026 · 1 min

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The pro forma is the core of your lender package. Back it up with concrete data: county supply gaps, HOA density, competing facilities. Include site photos, a detailed space inventory by cabin category, and a complete amenity list so lenders can visualize what they're financing.

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The pro forma is the centerpiece of your lender package. Everything else builds context around it. For market overview, you need supply gap data for this specific county, registration numbers, HOA density, competing facility inventory. This establishes why the demand is real and why the occupancy you're projecting is supportable. For the facility description, Use photos of the site, space inventory by cabin category, amenity— show an amenity list and access description. The lender needs to visualize the asset. Most have never seen one of these deals.