The S.A.F.E. Investment Method: Maximizing Returns in Self-Storage

The Same Day Podcast

Tom Dunkel is the Chief Investment Officer at Belrose Storage Group, a company that acquires, converts, and builds self-storage facilities across the United States. With over 28 years of experience in real estate, finance, and investing, Tom plays a key role in underwriting and structuring deals that align with investors' wealth-building goals. Since transitioning to real estate investing in 2006, he has raised over $65 million in private capital across various asset classes.

In this episode…

Building wealth in the self-storage industry requires more than just finding suitable properties; it demands a strategic approach to investing that minimizes risk while maximizing returns. But what's the best method to consistently succeed in this competitive market? Is there a proven formula to guide investors toward making smarter, more profitable decisions?

According to Tom Dunkel, a seasoned real estate investor, the key lies in the S.A.F.E. investment method. He explains that understanding the sponsor's strengths, the specifics of the asset, the financial projections, and the exit strategy is crucial for making wise investment choices. Tom highlights how applying this approach in the self-storage sector allows investors to protect their capital and capitalize on underappreciated opportunities in a growing market. By focusing on conservative underwriting and diversification, investors can navigate market uncertainties and secure solid returns.

In this episode of The Same Day Podcast, host Mat Zalk sits down with Tom Dunkel, Chief Investment Officer at Belrose Storage Group, to discuss how the S.A.F.E. investment method can maximize returns in the self-storage space. They explore the importance of conservative underwriting practices, the benefits of diversification, and the potential of niche markets like boat and RV storage.