Legacy Pointe Properties Secures $60 Million Refinancing For Self Storage Portfolio In NC And SC

The property involved in this transaction is a six-asset self-storage portfolio located across Mooresville, Statesville, Denver, Gastonia, and Concord in North Carolina, as well as Rock Hill in South Carolina. The total unit count for the portfolio is 3,899, comprising an overall square footage of 490,161. Legacy Pointe Properties has secured a refinancing loan of $60 million for this portfolio.

Summary of transaction details:

• Property Type: Self Storage
• Transaction Amount: $60,000,000
• Units: 3,899
• Square Footage: 490,161
• Lender: Basis Investment Group
• Landlord: Legacy Pointe Properties
• Loan Type: Refinance
• Transaction Date: 05/29/2026
• Addresses: 140 Ebert Drive, 1510 Northside Drive, 5895 North Carolina Highway 150, 987 Armstrong Park Road, 1480 Biscayne Drive & 4465 York Highway
• Market: Mooresville, Statesville, Denver, Gastonia & Concord, NC; Rock Hill, SC

The refinancing deal was facilitated by Legacy Pointe Properties, which is the landlord of the self-storage assets. Basis Investment Group acted as the lender in this transaction, supporting the refinancing needs of Legacy Pointe Properties for their portfolio across the Charlotte metro area and surrounding markets.