Cedar Creek Capital

What Cedar Creek Capital does

Cedar Creek Capital is a privately held, vertically integrated self-storage investment firm headquartered in Eagle, Idaho, that raises capital from accredited investors to acquire and operate self-storage facilities across the Western, Midwestern, and select Southeastern United States. The firm operates a "Universal Integration" ecosystem that spans facility ownership (under the Storelocal brand), in-house property management, a proprietary software company, and a media network that includes the AJ Osborne Self-Storage Podcast and educational content, with stated assets under management of $350-400M, $113M+ in investor capital raised from 700+ investors, 20+ facilities totaling 3M+ rentable square feet and 15,000+ storage doors. Investment offerings are structured as limited-partnership syndications across named funds (Heritage Fund, Fund 1, Fund 2) and can be accessed through SDIRA, Solo 401k, and 1031 exchange vehicles, with principals co-investing approximately 10% of equity in each deal.

Beyond capital deployment, the firm monetizes internal capabilities as standalone products: a tiered Feasibility Study service ($3,000-$9,000) for market and underwriting analysis, in-house Capital Markets brokerage and debt/lending, Architecture & Design services (led by a 25-year veteran architect), and Construction Consulting. Its core "BIRD" investment methodology (Buy underperforming facilities, Increase Cash Flow, Reduce Risk via non-recourse refinancing, Do It Again) defines the operating playbook. The firm was founded in 2004 by CEO AJ Osborne following his recovery from Guillain Barre Syndrome, with President Jonah Hall and Licensed Architect Charles (Chuck) Tookey among the named leadership, and is regulated as a private real-estate fund manager offering securities only to accredited investors through the InvestNext investor portal.

Name

Cedar Creek Capital

Legal name

Cedar Creek Capital

Website

https://cedar.cc

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

Cedar Creek Capital is a privately held, vertically integrated self-storage investment firm that raises capital from accredited investors to acquire and operate self-storage facilities across 8 U.S. states, managing $350-400M in AUM across 20+ facilities and 700+ investors.

Ownership category

akta.pro rank

Product category

Self-Storage Private Equity / Real Estate Investment Management

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Other Financial Vehicles (525990), Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599)

SIC

Real Estate Dealers (For Their Own Account) (6532), Investors, Nec (6799), Investment Advice (6282)

akta.pro primary industry

Specialty Real Assets / Niche Strategies (Marinas, Student Housing, Self-Storage, Life Science RE) (FSANAEAO)

akta.pro secondary industries

Standard/Non-Climate Self-Storage (HSAKAGAB), Self-Storage Property Management (BPAJAGAM)

Keywords

• Self-storage investments
• Real estate syndication
• Private equity funds
• Accredited investor services
• Feasibility study consulting

Headquarters

HQ city

Eagle

HQ country

United States

HQ region

North America

Offices25 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Supply Chain

Revenue model

1. Investment Management & Syndication: Cedar Creek Capital raises capital from accredited investors through limited partnerships, offering co-ownership in self-storage facilities. The company generates returns through acquisition, value-add improvements, refinancing, and long-term hold or exit strategies.
2. Asset Management Fees: Ongoing management fees from operating self-storage facilities within the portfolio, providing consistent revenue streams from the 15,000+ doors under management.
3. Feasibility Study Services: Professional consulting services for self-storage investment decisions, offered at tiered price points ($3,000-$9,000) for market analysis, underwriting, and development feasibility.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Cedar Creek Capital is a vertically integrated self-storage investment firm that raises capital from accredited investors through limited partnerships and dedicated funds (Heritage Fund, Fund 1, Fund 2) to acquire, improve, and operate self-storage facilities. It complements these investment vehicles with SDIRA, Solo 401(k), and 1031 Exchange structures, and supports the self-storage ecosystem with tiered feasibility-study consulting, in-house Capital Markets brokerage, Architecture & Design, and Construction Consulting services.

Product overview

Cedar Creek Capital is a vertically integrated self-storage investment firm offering a comprehensive ecosystem of products and services. The core offering includes syndication investments structured through Limited Partnerships for accredited investors, alongside three named funds (Heritage Fund, Fund 1, Fund 2). Supporting the investment products are four service modules: Feasibility Studies (offered in three tiers at $3,000, $6,000, and $9,000), Capital Markets (in-house brokerage and lending services), Architecture & Design, and Construction Consulting. Additional investment vehicles include Self-Directed IRA (SDIRA) and 1031 Exchange options. The company also offers Universal Integration—a platform combining networking communities, podcasts, events, and educational resources. The firm manages a portfolio across multiple states including Arizona, Colorado, Idaho, Iowa, Oklahoma, Texas, and Washington, with facilities under the Storelocal brand.

Differentiator

Problem solved

Functional benefit

Brands

• Storelocal: Brand name under which Cedar Creek Capital operates its self-storage facilities across multiple states.
• The BIRD Model
• Universal Integration

Products and services

• Acquisition Feasibility Study Detailed market analysis of a self-storage site based on a selected address, including competition, supply and demand, rates, occupancies, comparable sales, and demographics. Priced at $3,000 and targeted at self-storage operators, acquirers, and developers.
• Acquisition Pro Feasibility Study Includes everything in the Acquisition Feasibility Study plus a detailed pro forma analysis and an advanced Excel underwriting model. Priced at $6,000 and targeted at self-storage operators and investors performing deeper acquisition analysis.
• Development/Conversion Pro Feasibility Study Comprehensive feasibility package including site selection report, risk identification, complete pro forma with discounted cash flow analysis, a 1-hour deal review Zoom call, architectural site design and layout, and construction recommendations. Priced at $9,000 and targeted at self-storage developers and conversion project sponsors.
• Capital Markets In-house brokerage services and debt/lending opportunities designed to help self-storage investors reach the closing table. Targeted at self-storage buyers, developers, and operators requiring capital-raise or debt-arrangement support.
• Architecture & Design Expert architectural services including site planning and layout, development recommendations, 3D mockup and design with elevation site plans. Engagements include up to 50 plan sheets and 25+ documents. Targeted at self-storage facility developers and owners.
• Construction Consulting Project planning, design consulting, cost estimation, drawing and bid review, and general contractor consulting to manage self-storage projects from concept to completion. Targeted at self-storage developers and facility owners.
• Heritage Fund Named investment fund offering accredited investors equity exposure to Cedar Creek Capital's Heritage portfolio assets, including the West Des Moines, Iowa self-storage facility. Structured for passive ownership with the firm's standard alignment terms.
• Fund 1 First Cedar Creek Capital investment fund containing the Storelocal Denver and Storelocal Tulsa self-storage facilities, offering accredited investors equity exposure to those assets.
• Fund 2 Second Cedar Creek Capital investment fund containing Storelocal facilities in MacArthur, Moore, and Richland/Dallas, offering accredited investors equity exposure to those assets.
• Self-Directed IRA (SDIRA) Investment Investment structure allowing accredited investors to deploy Self-Directed IRA funds into Cedar Creek Capital's self-storage real estate opportunities for tax-advantaged, long-term growth.
• 1031 Exchange Investment 1031 exchange program enabling accredited investors to defer capital gains taxes by reinvesting proceeds from sold investment properties into qualifying Cedar Creek Capital self-storage properties.
• Syndication Investment Limited Partnership investment structures giving accredited investors equity ownership in self-storage facilities with quarterly cash distributions and passive income potential, governed by Cedar Creek Capital's standard preferred-return and profit-split terms.

Quantifiable outcome

• Average 20% IRR on personal value-add portfolio across combined experience
• +4 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• InvestNextcoreTechnology or IntegrationInvestNext provides the investor portal and platform for Cedar Creek Capital's investor login and investment management, enabling accredited investors to access and manage their investments.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Public Storage: Largest publicly traded self-storage REIT in the US with thousands of facilities. Compares to Cedar Creek as the dominant incumbent in the same asset class, though at vastly greater scale and via public capital rather than accredited-investor syndications.
• Extra Space Storage: Top-tier public self-storage REIT with a large third-party management platform. Comparable to Cedar Creek because both own and operate self-storage facilities, but Extra Space is a public incumbent with a much broader portfolio and institutional capital base.
• CubeSmart: Public self-storage REIT operating owned facilities plus a third-party management business. Comparable to Cedar Creek's vertically integrated model (own + manage), though at far larger scale and through public capital markets.

Direct peers

• National Storage Affiliates Trust: Public self-storage REIT that grows by partnering with regional operators through participating regional operator (PRO) structures. Highly comparable to Cedar Creek's model of consolidating self-storage under one platform, but with public REIT capital rather than accredited-investor funds.
• SmartStop Self Storage REIT: Non-traded and publicly listed self-storage REIT focused on acquiring and managing self-storage assets. Closest scale and structure match to Cedar Creek's private fund/syndication model, both targeting individual and institutional capital to build self-storage portfolios.
• BAM Capital: Private self-storage syndicator raising capital from accredited investors to acquire and operate self-storage facilities. Most directly comparable private competitor to Cedar Creek, with similar deal sourcing, fund structures, and accredited-investor LP base.
• Self Storage Capital: Private real estate investment firm specializing in self-storage acquisitions and syndications. Direct peer to Cedar Creek: same asset class, same accredited-investor LP model, similar value-add strategy, and competing for the same deal pipeline.
• Strategic Storage Growth Trust: Non-traded REIT focused on self-storage acquisitions in the US and Canada. Comparable to Cedar Creek as a smaller, growth-oriented self-storage capital pool, though structured as a non-traded REIT instead of LP syndications.

Emerging players

• Argus Self Storage Advisors: Network of self-storage brokerage and advisory professionals serving buyers and sellers in the US self-storage market. Adjacent to Cedar Creek's in-house capital markets and feasibility capabilities, providing deal flow and advisory services in the same niche.

Others

• Janus International: Leading global manufacturer and supplier of self-storage building components, doors, and technology. Not a direct competitor but a key infrastructure partner to Cedar Creek (recent joint webinar on door/security retrofits) and a relevant comparable for self-storage sector exposure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cedar Creek Capital