Category
Self-storage finance Excel templates
Model facility budgets, revenue assumptions, cash flow and acquisition scenarios with source periods, units and formulas visible for review.
25 published templates
Keep operating forecasts separate from accounting records
A pro forma links unit mix, occupancy, rates and expenses; an operating budget compares plan with actuals; a cash forecast focuses on timing; an acquisition model tests financing and exit assumptions. Each serves a different decision and must be reconciled to approved source records.
Which finance workbook should come first?
Start with the operating budget for an existing facility, a pro forma for a new or repositioned site, or acquisition underwriting when purchase assumptions are the central question. Use accounting systems for official books and reporting.