What Happens After You Invest with AAA Storage?

Open Access and Clarity from Day One

Investors at AAA Storage receive a direct, relationship-focused experience from their first point of contact. The leadership—including Paul Bennett and Andrew Frowine—prioritizes one-on-one conversations with every prospective investor, ensuring questions are answered directly and personally. This open access by phone and email continues throughout the evaluation process, not just at the beginning. Whether an investor prefers several calls or email exchanges, the team adapts, guiding each person through the process as often as needed.

The decision process is structured for maximum transparency and understanding. Investors receive access to both the private placement memorandum and the limited partnership or limited liability company agreement, the essential documents that explain how the fund operates. Investors who wish to review technical details before deciding can request a link and login, giving them all the data and documentation needed. Throughout, AAA Storage maintains a straightforward, respectful approach—never using sales pressure, but instead providing accurate information and building trust through clarity and openness.

Simple, Secure Onboarding and Subscription

Once an investor commits, onboarding is efficient and accessible. The entire subscription process is handled via the Alt Connect online portal, eliminating paperwork and manual signatures. Investors log in, review the necessary documents, and complete the subscription steps—often within thirty minutes. If any questions arise during this process, Andrew Frowine or Paul Bennett is available to assist, providing clarity wherever needed.

After completion, subscriptions are reviewed and approved to ensure every detail is handled correctly. If the investment is made through an IRA or 401(k), AAA Storage coordinates directly with the trustee or custodian—gathering any additional documentation or accommodating the correct investment titling as required. Andrew manages these steps, aiming to set up every arrangement properly from the outset.

Following the subscription, there may be a period before the next closing. During this interim, AAA Storage typically provides updates every three to four weeks, keeping new investors informed about status and timing. When a closing takes place, any new investors are admitted, and capital calls are made so that each new investor is "caught up"—meaning their initial call matches what has been funded by current investors to date. This process is repeated for each subsequent closing, always maintaining fairness and accuracy.

Direct Communication and Thorough Reporting

Once admitted as an investor, the commitment to communication does not end. Investors retain open access to both Paul Bennett and Andrew Frowine by phone or email at any point and are encouraged to reach out whenever questions or updates are needed. The AAA Storage team values these ongoing conversations and views them as a core part of building lifetime partnerships.

When it comes to fund updates, AAA Storage operates on the conviction that "good news travels fast and bad news travels faster." The team continually evaluates what information is material and ensures that significant changes or events—whether positive or negative—are communicated at the earliest opportunity.

All documents and reports are posted to a secure online investor portal. Quarterly financial statements are delivered every quarter, generally within sixty days of quarter-end. Investors also receive a quarterly written update, typically around eight to ten pages, prepared personally by Paul Bennett. These updates include a full overview of the fund, detailed commentary on both the self-storage and small bay industrial markets, and a property-by-property review of each project. Reports also usually include photographs and specific updates on the pace of construction or lease-up. The result is a comprehensive perspective on each asset's progress and context within the broader market.

For annual tax reporting, the team works to provide K-1 forms by early April each year to allow for timely tax filing. This process involves closing property-level books internally, compiling fund-level accounting with IQEQ, and completing an audit by Cherry Bekaert Holland. Each component must be finalized before K-1s are released, and while every effort is made to meet the April timeline, the multi-step process can present occasional challenges.

Active Engagement and Ongoing Access to Insights

AAA Storage keeps investors informed and included beyond just formal fund reporting. Investors can access newsletters, blog posts, and the AAA Storage podcast. The insights tab on the company website offers additional articles, commentary, and recorded webinar links. Paul Bennett regularly shares perspectives on broader industry developments and upcoming opportunities.

Webinars are held throughout the year, giving prospective and current investors a chance to learn more about current offerings and ask questions directly. Beginning in 2026, annual or semi-annual investor calls by fund will be introduced, providing a dedicated opportunity for deeper discussion and Q&A with leadership.

Commitment to Access, Transparency, and Trust

AAA Storage’s investor experience is defined by open communication, precise documentation, and proactive transparency. Every stage—from initial inquiry through ongoing reporting—is managed with clarity and respect. The team delivers timely updates, answers every question directly, and remains accessible for guidance whenever needed. Investors can feel confident knowing that the AAA Storage team stands ready to provide insight, solve issues, and support informed decisions throughout their investment partnership.