Talonvest Capital Arranges $40.2 Million Self Storage Real Estate Refinancing for William Warren Group's Five-Property Portfolio
Newport Beach, Calif.-based Talonvest Capital, Inc. has arranged a $40.2 million refinance loan for a five-property self storage real estate portfolio owned by The William Warren Group, a privately held real estate investment and management firm, the advisory firm announced May 19, 2026.
The portfolio spans New York, Connecticut, Arizona, Colorado, and Florida, totaling 4,061 units and 349,399 net rentable square feet across high-growth, supply-constrained trade areas. Individual property addresses were not disclosed.
Loan Structure and Terms
The financing is structured as a 5-year, non-recourse permanent loan featuring full-term interest-only payments. The lender was not identified in the announcement.
Talonvest Capital said it negotiated the lender down by 11 basis points during the rate lock process as broader credit markets widened, delivering an estimated savings of more than $200,000 to William Warren Group. On a $40.2 million full-term interest-only loan, an 11-basis-point reduction equates to approximately $44,200 per year in interest savings, consistent with the firm's stated estimate across the five-year term.
Talonvest also coordinated the simultaneous closing of all five properties across four states in under 40 days, according to the announcement.
"Working with Talonvest allowed us to secure a highly competitive loan structure that aligns well with our long-term ownership strategy," said Clark Porter, President and Chief Financial Officer of William Warren Group. "Their ability to create lender competition and negotiate improved terms delivered meaningful value across the portfolio."
The Talonvest team members responsible for the transaction included Eric Snyder, Kim Bishop, Carson Kurland, Mason Brusseau, and Lauren Maehler.
Portfolio Overview
The portfolio's geographic spread spans markets in Arizona, Colorado, Florida, New York, and Connecticut. Talonvest described the assets as located in "high-growth, supply-constrained trade areas supported by strong demographics."
About the Firms
William Warren Group is a privately held firm specializing in the acquisition, development, and management of self storage assets. Talonvest Capital, founded in 2010 and headquartered in Newport Beach, California, is a commercial real estate advisory firm that arranges financing across industrial, self storage, multifamily, office, retail, and hospitality property types.