August 4, 2026

11:00 am- 12:00 pm

“Property Assessment and Budget Planning: From Site Visit to Proforma”

Learn how successful operators evaluate properties and build realistic budgets grounded in market data.

Acquiring a new property, self-evaluating your own operation for improvement, or looking to strengthen your assessment and budgeting processes? This session brings together experienced operators to share the two-phase framework they use to move beyond gut feel to data driven decision making.

In this webinar, you'll learn:

Part 1: Property Assessment – The On-Site Walkthrough

• Critical infrastructure and physical condition red flags
• How to evaluate capital needs, maintenance baseline, and management software gaps
• The connection between property condition assessment and financial projections

Part 2: Budget Planning – Leveraging Third-Party Market Intelligence Platforms

• How to use available market data platforms to understand supply, demand, competitor activity, and 12-month pricing trends
• Building realistic proformas with historical P&L, occupancy data, and management summaries
• Structuring a marketing strategy and budget backed by market data, not assumptions
• Forecasting taxes and insurance: understanding property specific factors and market trends

Part 3: Putting It Together

• Real-world examples of how market intelligence changed acquisition decisions
• Stress-testing your budget assumptions when market conditions shift
• Avoiding costly mistakes in marketing spend and expense projections

Who Should Attend: Property managers, acquisition professionals, asset managers, and operators who want to improve due diligence, financial planning, and performance management processes.

Moderator: Dave Deems, Storage Asset Management, President of the Florida Self Storage Association

Panelists:

Mark Poole, VP of Operations, Just Storage

Joel Patterson, SVP of Operations, Personal Mini Storage

Free to members
$20 non-members