BIG news

New York, NY – May 28, 2026 – Basis Investment Group, LLC, (Basis), a national commercial real estate debt and equity investment platform founded by CEO Tammy K. Jones, has provided a $60M senior bridge loan to refinance an existing construction loan for a six-property portfolio of Class-A self-storage spaces. The newly built 3,899-unit portfolio, sponsored by Legacy Pointe Properties, spans six locations throughout the Charlotte-Concord-Gastonia submarket, offering 490,161 square feet of climate-controlled space.

Extra Space, a publicly traded self-storage REIT, and the second largest operator of self-storage facilities in the U.S., serves as the third-party property manager for all six properties. The nearstabilized portfolio benefits from Extra Space’s national brand recognition, existing customer base, its proprietary pricing, and ECRI platform, all expected to drive revenue growth in a region with limited new supply in the pipeline.

The portfolio is strategically located throughout Concord/Kannapolis, Gastonia, Mooresville, Denver, and Statesville, North Carolina, as well as Rock Hill, South Carolina—markets with high population and employment growth—along highly trafficked and well-connected interstates linking residents and customers with the wider region.

“This opportunity enables us to invest in a Class-A, near-stabilized self-storage portfolio that is well-positioned for success in strong markets boasting remarkable increases in population and employment,” said Tammy K. Jones, Founder and CEO of Basis Investment Group. “We’re proud to partner with an experienced local sponsor such as Legacy Pointe Properties to deliver high-quality facilities adding benefits to communities across North and South Carolina.”  

"Basis Investment Group brought both the capital markets expertise and the asset class conviction that made this refinancing a strong outcome for our portfolio," said Jamie M. Rolewicz, Founder of Legacy Pointe Properties. "The six properties in this transaction reflect our team's years of disciplined site selection and vertically integrated development approach, executed in close collaboration with Extra Space Storage. We remain committed to delivering institutionalquality self-storage facilities across the high-growth markets of the Southeast."

Additionally, the portfolio benefits from cross-collateralization across the six assets, with significant upside through market-to-market rental opportunities. The multi-story properties offer covered loading bays with climate control, complimentary moving carts, and large elevators for convenient access to upper floors.  

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About Basis Investment Group

Basis Investment Group is a full-service commercial real estate investment platform investing across the capital stack of stabilized, transitional, and development CRE assets throughout the United States. With representation in New York, Chicago, Dallas, D.C., Tampa and Irvine, CA, Basis has successfully closed more than $9.2 billion in transactions across multiple strategies and asset classes focusing across the US middle market.

Basis, a certified Minority and Woman-Owned Business (MWOB), focuses primarily on investments in the middle market where it has deep relationships. Basis is a registered investment advisor and lender that invests in both debt and equity strategies including fixed-rate senior mortgage loans, bridge loans, mezzanine loans, preferred equity, structured equity, JV equity and CMBS B-piece investments. Basis is also a licensed Optigo® lender for Freddie Mac and a DUS® lender for Fannie Mae.

For more information, please visit www.basisinvgroup.com.  

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About Legacy Pointe Properties:

Legacy Pointe Properties is a Cornelius, North Carolina-based commercial real estate developer and operator specializing in the acquisition, development, and construction of Class-A selfstorage facilities throughout the Carolinas. Founded by Jamie M. Rolewicz, a Civil Engineering graduate of Rensselaer Polytechnic Institute with over 25 years of building experience, Legacy Pointe has developed a portfolio of more than 10 Extra Space-managed self-storage properties spanning the Charlotte-Concord-Gastonia metro area and surrounding markets. The company handles every stage of the project lifecycle in-house, from land acquisition and zoning through design, construction, and ongoing management.

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Media Contact:   

Donna Haldipur, on behalf of Basis Investment Group 

Marino     

basis@marinopr.com