Self-Storage Financial Models

Compare 4 operating formats. Choose the type that matches how you will sell, serve customers and use capacity.

Compare the 4 formats0 documented Excel workbooks

Choose your business type (4)

Customer-Access Self-Storage

Provides physical storage related to physical storage and related handling. Customer-owned goods occupy defined capacity; the operator earns storage and handling fees, not the value of goods held.

Earns from
Occupied storage-unit-period
Sales limited by
Usable storage positions and handling throughput
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Collection-and-Storage Warehouse

Collects customer property, stores it at an operator-controlled facility and returns it on request. The physical logistics layer adds work beyond passive storage.

Earns from
Storage-unit-month and transport job
Sales limited by
Storage space, route vehicles and handling capacity
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Portable Storage Container Rental

Places operator-owned assets used for physical storage and related handling with customers for longer rental periods and provides the maintenance promised in the agreement. Ownership remains with the rental operator unless a separate sale is agreed.

Earns from
Active rented unit-month
Sales limited by
Available fleet and contracted installation or service capacity
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Third-Party Storage Facility Management

Runs day-to-day physical operations relating to physical storage and related handling for an asset owner. The asset owner retains the principal asset and its underlying customer economics; the management company earns contractual management compensation.

Earns from
Managed asset or site-period
Sales limited by
Sites supportable by operating teams and contract scope
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Compare the operating logic

Open comparison
Self-Storage: revenue units and capacity limits
Business typeWhat earns revenueWhat limits sales
Customer-Access Self-StorageOccupied storage-unit-periodUsable storage positions and handling throughput
Collection-and-Storage WarehouseStorage-unit-month and transport jobStorage space, route vehicles and handling capacity
Portable Storage Container RentalActive rented unit-monthAvailable fleet and contracted installation or service capacity
Third-Party Storage Facility ManagementManaged asset or site-periodSites supportable by operating teams and contract scope

Build a plan around your own assumptions

Read the planning guide

Compare the format, then check the workbook inputs and outputs on its model page.

Questions

Which model should I choose?

Match the paying customer, billing unit, location and capacity constraints to your intended operation. Review the full model page to check its scope and workbook status.

Can I combine business types?

Some formats can share premises or staff. Shared resources and revenue need to be counted once. Check the combination notes on each model page.