PRESS RELEASE

Talonvest Secures $40.2 Million Financing for Five-Property Self-Storage Portfolio

May 19, 2026 — Newport Beach, CA

Talonvest Capital, Inc. has successfully arranged a $40.2 million refinance loan for a five-property self-storage portfolio on behalf of long-standing client, William Warren Group, a privately held real estate investment and management firm specializing in the acquisition, development, and management of high-quality self storage assets.

The portfolio totals 4,061 units and 349,399 NRSF across New York, Connecticut, Arizona, Colorado, and Florida, with well-maintained assets in high-growth, supply-constrained trade areas supported by strong demographics.

The 5-year, non-recourse permanent financing featured full-term interest-only payments. During the rate lock process, as broader credit markets widened, Talonvest actively negotiated the lender down by 11 bps — delivering the borrower an estimated savings of over $200,000. Critically, Talonvest coordinated the simultaneous closing of all five properties across four states in under 40 days, providing the borrower with execution certainty on a compressed timeline.

“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 & Chief Financial Officer of William Warren Group. “Their ability to create lender competition and negotiate improved terms delivered meaningful value across the portfolio.”

Eric Snyder, Kim Bishop, Carson Kurland, Mason Brusseau, and Lauren Maehler were among the Talonvest team members responsible for the transaction.

About Talonvest Capital, Inc.

Talonvest Capital is a Newport Beach, California-based commercial real estate advisory firm specializing in sourcing cutting-edge lending programs and advising on capital market trends for industrial, self-storage, multifamily, office, retail and hospitality property owners. Talonvest Capital was formed in 2010 and offers a unique boutique approach by leveraging the company’s collective institutional knowledge and remaining highly engaged throughout the entire assignment, including the closing process, to deliver tailored capital solutions for their clients.