Case Study – William Warren Group


The William Warren Group (WWG) is the 10th largest owner of self-storage properties in the U.S. The company has developed, acquired, owned and operated self-storage facilities for over 24 years.

WWG initially raised capital via a tight-knit group of friends and family. Over time, the company’s network grew to more than 300 individual investors. The next step in WWG’s evolution was the development of larger, more capital-intensive projects. This growth led WWG to expand their capital network to include partnerships with multiple institutional JV equity partners and large private family offices.


As WWG’s real estate empire grew, managing its network of individual and institutional investors became increasingly cumbersome. The company’s existing investor management processes failed to keep pace and required an inordinate amount of CFO Clark Porter’s time for oversight.

A legacy solution of adding static PDF documents to a ShareFile folder didn’t offer up-to-the-minute data for investors on-demand. It also required manual effort for WWG. The company began seeking a centralized back-office administrative console to manage all of its investor and offering activities.

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