The easiest way to underwrite self storage, on an institutional-quality Excel engine.

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, plus Dominic, the AI underwriting copilot. Works on Mac and Windows. The workbook runs in Excel 2021 or Microsoft 365 on either; Dominic runs on Windows with Excel. On a Mac, email me and I’ll help you get Dominic set up.

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

   Buy the Model Take a tour of Dominic

3. Operator $2,495 / yr

   One facility. Your own deals.

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

   Adds

   • Dominic, the AI underwriting copilot.
   • 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.
   • Email, with a reply within one business day · 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. Scope confirmed first

   Deal Desk from $1,250 / deal

   One full underwriting of one deal, done by me. $1,250 for Operator and Desk subscribers. $2,495 for Model owners. Everyone else, email for a quote.

   Email [email protected]

The field