Self-storage Sourcing Agent
Your team exports Reonomy property records, pulls StorTrack loan data, scrapes Google Maps for digital signals, then manually loads contacts into HubSpot. The person who did this just left. Your new closer starts Wednesday with no ranked target list. Your existing 4,972 HubSpot records have unknown quality and no ranking. Instead of calling retirement-age owners with debt maturing in the next twelve months, your team is CSV-shuffling.
Your closer logs in each morning and sees a ranked list of hot leads in HubSpot: facilities with debt maturing in the next twelve months, no Google Business Profile claim, trending-down reviews, rates below 3-mile comps, and retirement-age inferred owners. The agent merges your Reonomy, StorTrack, and Google exports by address, applies your buy-criteria gates, scores by hotness, and syncs only qualified leads. Your team calls warm targets instead of working an unranked list.
Your acquisitions pipeline starts with manual CSV work, not warm conversations.
Your team exports Reonomy property records, pulls StorTrack loan data, scrapes Google Maps for digital signals, then loads contacts into HubSpot.
New closer has no prioritized list of mom-and-pop facilities to call.
Reonomy, StorTrack, and Google Maps data live in separate exports. Unifying them by address takes hours each month.
4,972 HubSpot properties include non-targets: public REITs, facilities below 20K sq ft, already-owned markets, recent sales.
One ranked facility profile per address. Hot leads in HubSpot by morning.
Reonomy, StorTrack, and Google data merge by normalized address into one facility record. Each field is sourced back to its origin file.
Properties failing your size, market, or operator thresholds are stored but never reach HubSpot. You adjust criteria from the admin UI without code.
Debt maturity, no GBP claim, trending-down reviews, rate below 3-mile comps, single-facility operator, and Reonomy's built-in propensity score combine into a ranked list.
The agent polls HubSpot call transcripts, extracts owner intent and motivation signals, and re-scores the facility profile so your closer's call notes feed back into ranking.
The agent merges your Reonomy, StorTrack, and Google Maps exports into one canonical facility profile per address. It applies your buy-criteria gates (size, market, operator type). It scores survivors by debt-maturity dates, Google Business Profile claim status, review sentiment, and rate-vs-comps deltas. It syncs only the hot leads to HubSpot so your closer calls owners with loans coming due in the next twelve months and facilities with no digital presence, instead of working an unranked list.
From three CSV exports to one ranked HubSpot list.
The agent runs on a monthly ingest cycle plus weekly refinement. Here is the flow.
Drag-and-drop your monthly exports into the admin UI. The agent auto-detects the source by schema and begins parsing.
The agent normalizes addresses across all three sources, deduplicates by lat/lng, and groups multi-facility operators. Each merged profile shows which fields came from which source.
Properties below 20K sq ft, in your Existing Markets, on your Non-Buy List (public REITs, large brands), or recently sold are flagged disqualified and never reach HubSpot.
Survivors are ranked by debt-maturity dates, no Google Business Profile claim, review sentiment, rate-vs-comps deltas, and single-facility operator status. You see the score breakdown and can adjust weights.
Qualified properties above your hotness threshold push to HubSpot as Companies and Contacts. Your closer calls the top 50, top 100, or top 500 each morning.
The agent polls HubSpot call recordings, extracts answers to your priority questions (owner confirmed, intent to sell, timeline, motivation), and updates the facility profile. The next sync pushes enriched data back to HubSpot.
Reonomy CSV exports +
Monthly property, contact, occupant, and debt data. 4 sheets: properties, contacts, occupants, occupant_contacts. Contact data is treated as candidates, not facts, due to staleness.
StorTrack CSV exports +
Facility specs, demographics, loan maturity dates, transaction history, advertised rates, and 3-mile comps. Multiple export formats: per-list (5-states), per-state operator report (8 sheets), per-address comprehensive report.
Google Scrape CSV +
Digital signals: phone, email, website presence, Google Business Profile claimed status, reviews count, rating, social URLs. Either your existing scrape or a fresh scrape via ZenRows.
Buy-criteria configuration +
Your Existing Markets, Target Markets, Non-Buy List operators, and facility-size thresholds. Editable from the admin UI without code.
HubSpot call transcripts +
Weekly poll of recorded calls. Transcripts are extracted for owner intent, motivation, and timeline signals, then written back to the warehouse.
Address normalization and deduplication +
Reonomy, StorTrack, and Google addresses are normalized to a canonical form. Lat/lng from Google Scrape is used as a tiebreaker when address strings disagree. Multi-facility operators are grouped under one Operator entity.
Buy-criteria gating +
Properties below 20K sq ft, in Existing Markets, on the Non-Buy List, or recently sold (last 18 months) are flagged disqualified. Passing properties advance to scoring.
Hotness scoring +
Qualified properties are scored by debt-maturity dates, no Google Business Profile claim, review sentiment (trending negative = positive buy signal), rate-vs-comps deltas (underpricing = distress), single-facility operator status, and Reonomy's built-in propensity score. Weights are configurable.
HubSpot call transcript extraction +
Weekly poll of HubSpot recordings. Structured extraction pulls owner identity confirmation, expressed intent to sell, timeline, and motivation. Confidence scores flag low-confidence extractions as unknown rather than guessing.
Facility profile enrichment +
Extracted transcript signals update the warehouse facility profile. The next HubSpot sync propagates enriched fields back to the CRM.
Unified facility profile per address +
One canonical record per physical address, merging Reonomy, StorTrack, and Google data. Each field is sourced back to its origin file. Operator grouping rolls up multi-facility owners.
Disqualified property log +
Properties failing buy-criteria gates are stored in the warehouse but flagged disqualified. Never synced to HubSpot. Useful for tracking why a property was excluded.
Ranked hot-lead list +
Qualified properties ranked by hotness score. Top 50, top 100, top 500 views available. Score breakdown visible so you can sanity-check the logic and adjust weights.
HubSpot Companies and Contacts +
Hot leads sync to HubSpot as Companies (facility/operator) and Contacts (owner/contacts). Batch upsert, additive-only. Never overwrites existing HubSpot fields without review.
Enriched facility profile with transcript signals +
Owner intent, motivation, and timeline extracted from HubSpot call transcripts are written back to the warehouse facility profile. Next sync pushes enriched data to HubSpot.
REST API + admin UI access +
Warehouse exposed as authenticated REST API. Admin UI for CSV upload, criteria editing, record browsing, manual edits, sync history, and schedule configuration. API tokens issuable by Karl for Felipe's ad-hoc dashboards.
Is this for you?
- + Real estate acquisitions teams - Your team exports data from multiple sources, needs to rank targets by acquisition likelihood, and calls owners with debt maturing or digital-maturity signals. The agent replaces the manual lead-enrichment role.
- + Self-storage investors targeting mom-and-pop facilities - Your avatar is a retirement-age owner with one or two facilities, no website, no Google Business Profile, and debt coming due. The agent surfaces these targets by scoring debt maturity, digital presence, and review sentiment.
- + Teams using Reonomy and StorTrack - You export data from both systems monthly. The agent merges them by address, applies your buy criteria, and ranks by hotness so you stop CSV-shuffling.
- + Organizations with HubSpot and call recordings - Your team records calls in HubSpot. The agent polls transcripts weekly, extracts intent and motivation signals, and re-scores facility profiles so call notes feed back into ranking.
- - Passive investors or fund managers - This agent is built for active sourcing and cold calling. If your team doesn't make outbound calls or doesn't need to rank acquisition targets, this is not the right fit.
- - Teams using different data sources - The agent is built for Reonomy, StorTrack, and Google Maps. If you source from different providers (e.g., CoStar, LoopNet, custom databases), the data schemas won't match and entity resolution will require custom work.
- - Organizations without HubSpot - The agent syncs to HubSpot. If you use Salesforce, Pipedrive, or another CRM, the sync workflow will need to be rebuilt.
- - Teams that need outbound email or SMS automation - This agent ranks leads and syncs them to HubSpot. It does not send emails or SMS. Your team calls or emails manually. If you need automated outbound campaigns, that's a separate build.
Scoped build plus usage-based runs.
The agent is built once to your specifications. After launch, you pay for monthly CSV ingestion, weekly transcript polling, and HubSpot sync runs. Pricing scales with the number of facilities in your warehouse and the frequency of data refreshes.
- Scoped build includes: CSV ingestion pipeline, address-based entity resolution, buy-criteria gating, hotness scoring, HubSpot sync, transcript polling, REST API, and admin UI.
- Usage-based runs include: monthly Reonomy/StorTrack/Google CSV ingestion, weekly HubSpot transcript polling and extraction, nightly HubSpot sync, and weekly Google Maps review refresh.
- No per-facility or per-contact licensing fees. Pricing is based on build scope and run frequency, not volume.
- API access for Felipe's ad-hoc dashboards is included. No additional cost for read-only queries.
What happens if a property is already in our HubSpot?
The agent never overwrites existing HubSpot fields on first sync. It creates new records when absent and enriches only empty fields on existing records. This protects your current data while the warehouse accuracy is being validated. After you confirm the ranking logic is sound, we can adjust the sync strategy.
Can we adjust the ranking weights without rebuilding the agent?
Yes. The admin UI lets you edit hotness-scoring weights for debt maturity, Google Business Profile claim status, review sentiment, rate-vs-comps deltas, and single-facility operator status. Changes re-evaluate the full warehouse immediately, so you can tune the ranking as your team calls and learns what actually converts.
How often does the agent refresh Google review sentiment and advertised rates?
Weekly. The agent polls Google Maps for the latest reviews and sentiment on each facility, and pulls updated advertised rates from StorTrack. Static fields like lot size and owner LLC name are enriched once during the initial merge. This cadence keeps your ranking current without constant full re-ingestion.
What if our Reonomy contact data is wrong, like Karl's example with his dad's email?
The agent treats Reonomy contacts as candidates, not facts. It stores all available phone and email fields from Reonomy, StorTrack, and Google Scrape, flags conflicts, and surfaces them in the warehouse so you can verify before calling. If you need skip-tracing to fill missing or stale owner contacts, that's a separate integration we can add later.
Can the agent extract specific questions from our call transcripts, or is it generic?
It extracts your priority questions. You define the question set (e.g., owner confirmed, intent to sell, timeline, motivation) and the agent pulls structured answers from HubSpot call transcripts weekly. Confidence scores flag low-confidence extractions as unknown rather than guessing, so you know which calls need manual review.
What's the difference between a facility that fails the buy-criteria gate and one that passes but scores low?
Facilities failing the gate (e.g., below 20K sq ft, on your Non-Buy List, recently sold) are stored in the warehouse but never reach HubSpot. Facilities passing the gate but scoring low are ranked lower on your hot list but still sync to HubSpot, so your team can call them if the top prospects don't convert. You control the hotness threshold from the admin UI.
Can we use this agent for our oil and gas minerals business, or is it self-storage only?
This agent is built for self-storage facility sourcing using Reonomy, StorTrack, and Google Maps data. The architecture is reusable for other real estate workflows, but the data schemas, buy criteria, and ranking signals are self-storage-specific. If you want to apply the same pattern to oil and gas, we can copy and adapt it to your minerals data sources and acquisition criteria.
Does the agent send emails or texts to facility owners, or just prepare the list?
The agent prepares the ranked list and syncs it to HubSpot. Your team calls or emails owners manually. The agent does not send outbound campaigns. If you want automated email or SMS sequences later, that's a separate build on top of the ranked list.
Stop exporting CSVs. Start calling warm targets.
Your closer starts Wednesday. The agent merges your Reonomy, StorTrack, and Google data into one ranked HubSpot list by morning. Book a call to discuss your buy criteria, data sources, and HubSpot field mapping.