Overlock Research

Self storage underwriting

Underwrite self storage the way it's actually priced now.

Street rates fell 25% from the peak and REIT revenue barely moved. The reason is three rates and a rent roll, and that's what this model runs on. Yours, for less than a month of a third-party manager's fee.

The Model Operator Join for free

51,000 formulas · three rates, not one · four tenant cohorts · Excel-verified · numbered copies, first 10 at $749

Overlock Research

The ladder and the field

Product tiers at launch, and what the market charges around them · September 2026

The ladder

  1. Free $0

    Monthly research and charts on @OverlockHQ

    Join for free

  2. The Model $995 one-time

    The full underwriting workbook, numbered copy, yours forever. Excel 2021 / 365.

    First 10 copies at $749 · full price credits toward Operator for 12 months

    Buy the Model

  3. Operator $2,495 / yr

    One facility. Your own deals.

    $208 a month, billed annually. First 10 seats at $1,795.

    Adds

    • Overlock AI Modeling Copilot — early access.
    • Street-rate comps for any market — 12-month history where available.
    • Monthly pricing & promotions note — your facility vs. its comp set.
    • ECRI recommendation builder — per-unit increase schedule from your rent roll.
    • Quarterly reforecast in the model — actuals vs. underwriting; annual re-underwrite.
    • Quarterly REIT update packs · monthly subscriber letter.
    • 24-hour email reply · 30 / 60-minute calls on request.

    Subscribe to Operator

  4. Desk $5,995 / yr

    Everything in Operator across up to five facilities, plus me on your live deals: direct underwriting assistance, four full underwritings a year, quarterly calls, model customization. Five seats. Sold by conversation and invoiced directly; not a checkout product.

    Desk

  5. Subscribers only

    Deal Desk $1,250 / deal

    One full underwriting on demand.

The field

Data platforms

TractIQ
~$159-199 / mo.
StorTrack
est. $600-$2,400 / yr*
Radius+
est. $1K-$3K / yr*
Yardi Matrix
est. $10K+ / yr*

Per-deal judgment — and revenue management

REIT third-party management
~6% of gross revenue

Operator does the pricing and ECRI work for roughly one-fourteenth of it.

Feasibility consultants
$3.5K-$10K / study
REIT 3PM “free” BOV
$0
Broker BOV
$0

Models & templates

Generic CRE model files
$0-$300

Static spreadsheets, no storage-specific logic.

The field sells data without a model, or judgment at consultant prices. Overlock sells the model, the data, and the judgment, priced like software on your G&A line.

Advertised pricing as of September 2026. *Estimated cost of comparable single-user access. $208/mo is annual÷12 display only — billed annually, not a monthly plan.

Overlock Research · overlockresearch.com