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Forum Make Space Storage Fund
Par :
Forum Asset Manager
The Forum Make Space Storage Fund (MSSF) is an open-ended, evergreen real estate fund designed to generate resilient income and long-term capital appreciation through Canada’s most durable real estate asset classes: self-storage.
By investing in a diversified portfolio of institutional-quality storage assets across undersupplied Canadian markets, the Fund applies a disciplined value-add strategy focused on operational optimization, pricing efficiency, and strategic expansion.
Emplacement
Alberta
Colombie-Britannique
Manitoba
Ontario
Québec
Saskatchewan
Profil de risque
Moderate
N/A
Montant minimal d’investissement
$5,000
Stratégie d'investissement
Value Add
Rendements
10 - 15%
Durée de l’investissement
5 Years
Introduction
The Forum Make Space Storage Fund is an open-ended, evergreen investment trust that provides investors with exposure to a diversified portfolio of institutional-quality self-storage and alternative storage assets across Canada.
Structured as a feeder vehicle, the Fund invests directly into Forum Make Space Storage LP, which owns and operates a growing portfolio of self-storage facilities, portable container rentals, and outdoor vehicle storage assets located in underserved secondary and tertiary markets.
The Fund employs a disciplined value-add investment strategy focused on acquiring underperforming assets and enhancing value through operational optimization, pricing efficiency, technology-enabled management systems, and selective site expansions.
Principales raisons d'investir
Defensive Asset Class:
Self-storage has historically delivered strong returns with moderate volatility and inflation resistance.
Value-Add Strategy:
Focus on acquiring underperforming “mom-and-pop” facilities and enhancing NOI through pricing optimization, operational improvements, and expansions.
Diversified Portfolio:
Exposure across six Canadian provinces with emphasis on underserved secondary and tertiary markets.
Experienced Operators:
Joint venture between Forum Asset Management (founded 1996) and Make Space Inc. (founded 2004), combining institutional capital markets expertise with specialized storage operations.
Consistent Income:
Monthly distributions with DRIP or cash options available.
Strong Alignment:
Sponsors have committed approximately $41.7 million alongside investors.
Aperçu du projet
The Forum Make Space Storage Fund owns and operates a diversified portfolio of storage assets, including traditional self-storage facilities, portable storage containers, and outdoor vehicle storage. The Fund targets assets with embedded value-add opportunities such as underutilized land, suboptimal pricing, and operational inefficiencies.
Value creation is driven through vertically integrated property management, technology upgrades, revenue management systems, and expansion of ancillary storage offerings to enhance cash flow and long-term asset value.
Aperçu géographique
The Fund’s portfolio is strategically diversified across six Canadian provinces, with a deliberate focus on undersupplied secondary and tertiary markets where institutional competition is limited and acquisition pricing remains attractive.
These regions typically exhibit lower storage square footage per capita, supporting stronger occupancy and pricing power. By targeting markets often overlooked by large operators, the Fund is positioned to generate higher in-place yields, faster stabilization, and enhanced upside through operational improvements.
Portfolio allocation includes:
- British Columbia (37.4%)
- Ontario (29.6%)
- Alberta (15.5%)
- Saskatchewan (12.1%)
- Manitoba (4.4%)
- Quebec (1.0%)
Multimédia
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Présentation du développeur
Forum Asset Management is a North American investor, developer, and asset manager with nearly 30 years of experience and over $3.1 billion in enterprise value under management. Forum leads financial management, fundraising, and investor relations for the Fund.
Make Space Inc. is a leading Canadian self-storage owner-operator with over 20 years of industry experience. Make Space manages acquisitions, property operations, and day-to-day asset management, bringing deep sector expertise and an established operating platform to the partnership.