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Invest with NationWide Self Storage

The demand for self storage lockers has never been greater. Baby boomers are retiring, generation x and y are moving into micro-sized apartments, governments, municipalities and small businesses are all either growing or downsizing. This demand goes beyond just trends.

NationWide Self Storage provides a unique opportunity for investors wanting exposure to real estate without the headaches or downsides associated with residential or commercial real estate investments. NationWide Self Storage trust offerings are structured to provide investors with monthly income, long-term growth and asset appreciation through a portfolio of either standalone self storage properties or self storage properties with complementing car wash facilities.

Self Storage Properties with Car Wash Facilities

Under the brand Express Auto Wash, these car wash facilities will act as a complement to select NationWide Self Storage properties in order to maximize land space and profits.

How the Investment Works

NationWide Self Storage trust offerings use capital raised by a pool of investors to acquire, develop and manage self storage properties in key areas all across North America. Investors, in turn are set to receive monthly cash distributions from the operating income generated from storage rentals. Over time, investors can expect capital appreciation through the increased value of the properties, which in turn makes these properties an attractive liquidity option.

Investors invest capital into a NationWide Self Storage trust offering through a purchase of Preferred Trust Units. NationWide allocates capital to develop or retrofit urban upscale self storage properties. The storage property generates revenue throughout its operation. Investors then receive the monthly cash distributions.

Why Invest in Self Storage Properties

Self storage is a simple real estate investment that historically generates revenue equal or better than rental income from residential or other commercial REITs. Self storage investments typically offer:

  • Lower initial development costs (up to 1/3 that of other real estate properties)
  • Low overhead and ongoing operating costs
  • Lower break-even occupancy rates compared to residential rental properties
  • The ability to retain value and weather market fluctuations
Middle-aged husband and wife discussing investment opportunities

The Ideal Investor

An investment in NationWide Self Storage Trust represents an excellent opportunity for investors who are:

  1. seeking income;
  2. overweight in cash positions and waiting for the right opportunity to invest;
  3. seeking a solid investment in a tangible hard asset;
  4. looking to generate long-term capital appreciation; and
  5. wanting less exposure to stock market volatility.
Want to Invest with NationWide Self Storage?

Find out how eligible Canadian investors can purchase our trust offerings.

Investment Strategy

NationWide Self Storage trust offerings are structured to provide monthly income and long-term investment growth to investors through the following investment strategies:

Retrofit Existing Buildings

YEAR

1

Acquire building and retrofit storage properties

YEAR

2

Market to fill units followed by cash flow

YEAR

3+

Refinance with long-term debt at a maximum loan to value of 65%

YEAR

5+

Position for maximum targeted sale price and investor liquidity

Develop New Storage Properties

YEAR

1

Acquire land and commence construction

YEAR

2

Open storage properties and market to fill units followed by cash flow

YEAR

3+

Refinance with long-term debt at a maximum loan to value of 65%

YEAR

5+

Position for maximum targeted sale price and investor liquidity

Acquire Existing Storage Facilities

NationWide Self Storage may allocate capital to acquire existing, high quality, positive cash flow storage properties

YEAR

1

Immediate cash flow

YEAR

2

Reposition to maximize operating income

YEAR

3+

Refinance with long-term debt at a maximum loan to value of 65%

YEAR

5+

Position for maximum targeted sale price and investor liquidity

Estimated Timeline

How to Invest with NationWide Self Storage

Accredited and eligible Canadian investors can purchase NationWide Self Storage trust offerings through an Agent, Distributor or Securities Dealer, or by contacting NationWide Self Storage directly.

Step 1

Determine whether you are a qualified or accredited investor

Please review the subscription agreement applicable to the investment you are considering with your investment advisor for instructions and refer to National Instrument 45-106 for complete information on available exemptions as exemptions can vary in each Province.

Step 2

Complete your Subscription Agreement

A fully completed subscription agreement is required for all purchases and can be obtained on the current Income Trust Offerings page whenever an offering is available.

Step 3

Make your purchase

Payments can be made via certified cheques, bank draft, wire transfers or direct deposit to the specific trust offering, or via your brokerage account through the FundSERV network.

Step 4

Delivery Instructions

Subscription documents, cheques and bank drafts can be submitted directly to the Trust or through an Agent, Distributor or Securities Dealer for delivery to the trust.