Investor Relations

Direct, transparent, accountable.

Limited partners are the platform's permanent counterparty. This page is the single point of access for fund performance, capital activity, governance updates, and IR contacts.

Fund performance

Platform fund reporting.

The 2026 vintage — the platform's first ten consolidated funds — begins deployment in 2026, followed by the 2028 vintage of nineteen sub-funds. Quarterly performance reporting begins Q4 2026, following the first full audited cycle. Tile placeholders indicate the reporting cadence and metrics each fund will publish.

Fund I

Core Self-Storage

Reporting begins Q4 2026

Net IRR  ·  MOIC  ·  DPI  ·  Cash Yield
Fund II

Specialty Storage

Reporting begins Q4 2026

Net IRR  ·  MOIC  ·  DPI  ·  Cash Yield
Fund III

Industrial-Adjacent Storage

Reporting begins Q4 2026

Net IRR  ·  MOIC  ·  DPI  ·  Cash Yield
Fund IV

Technology & Platform

Reporting begins Q4 2026

Net IRR  ·  MOIC  ·  DPI  ·  Cash Yield
Fund V

Public Markets Access

Reporting begins Q4 2026

Net IRR  ·  MOIC  ·  DPI  ·  Cash Yield
Fund VI

Self-Storage Credit

Reporting begins Q4 2026

Net IRR  ·  MOIC  ·  DPI  ·  Cash Yield
Operations Fund I

Property Operations & Customer Service

Reporting begins Q4 2026

Operating KPIs  ·  NOI Impact  ·  Service SLAs
Operations Fund II

Technology, Access & Revenue Systems

Reporting begins Q4 2026

Deployment  ·  Uptime  ·  Revenue Uplift
Reserve Fund I

Facility Improvement & Expansion Reserve

Reporting begins Q4 2026

Reserve NAV  ·  Releases  ·  Capex Coverage
Reserve Fund II

LP Co-Investment & Redemption Reserve

Reporting begins Q4 2026

Reserve NAV  ·  Co-Invest  ·  Redemption Cover
Reporting cadence

LP communications schedule.

Monthly
Capital activity statement — capital calls, distributions, and pending transactions delivered to the LP Portal by the fifth business day.
Quarterly
Fund performance report — Net IRR, MOIC, DPI, cash yield, NAV bridge, and portfolio commentary delivered within 45 days of quarter-end.
Quarterly
LP webinar — CEO walks the quarter, the portfolio, and the pipeline. Q&A is live; recordings post to the LP Portal.
Annually
Audited financial statements — delivered within 120 days of fiscal year-end, audited by PricewaterhouseCoopers LLP.
Annually
ESG report — energy, emissions, workforce, tenant-treatment, and material ESG incidents.
Annually
LP Advisory Committee meeting for each fund.
Ad hoc
Material-event notifications — key-person events, material governance changes, material conflicts, and material transactions.
Contact

Investor relations team.

Prospective LPs

New institutional partners

Prospective institutional investors seeking the investment memorandum, fund materials, or a briefing with the Office of the CEO.

Existing LPs

Investor relations

Existing limited partners with questions about capital accounts, reporting, or portal access.

Consultants

Consultant relations

Institutional consultants and advisers seeking the platform data room, portfolio manager briefing, or due-diligence materials.

Compliance

Compliance & disclosures

Regulatory disclosures, Form ADV requests, and governance documentation.