AI-generated insights and recommendations for executive review
Portfolio Occupancy
65.1%
+2.3% vs last month
Monthly Revenue
$887,184
+$12,400 vs target
Net Move-ins
+99
487 in / 388 out
Identified Opportunity
$320K/yr
If all actions implemented
Portfolio is performing above target with strong momentum in Ohio markets. Three facilities require immediate attention: San Antonio (marketing visibility), Orlando (churn crisis), and Las Vegas (market oversaturation). Top performers Lewis Center and Grove City have pricing power—recommend 8-10% rate increases.
Rate Optimization
+$142,800/yr
Price increases at high-occupancy sites
Marketing Efficiency
+$96,000/yr
Fix underperforming campaigns
Churn Reduction
+$53,000/yr
Retention programs at problem sites
TOTAL POTENTIAL
+$320,400/yr
Combined impact
Lewis Center, OH
94.2% occupancy
+$12.4K over target
Increase rates 8%
Grove City, OH
91.8% occupancy
+23 net move-ins
Increase rates 7%
Delaware, OH
$89 CPA
Top 10% nationally
Modest rate increase
Dublin, OH
89.1% occupancy
+$8.2K over target
Maintain momentum
Columbus East, OH
87.4% occupancy
+15 net move-ins
Continue strategy
San Antonio, TX
72.3% occupancy
Flat 2 months
Increase ad budget 40%
Orlando, FL
78.1% occupancy
6.8% churn
Retention intervention
Cleveland, OH
71.2% occupancy
$420 CPA (3× market)
Fix ad targeting
Nashville, TN
79.8% occupancy
Rate resistance
Value messaging
Las Vegas, NV
68.4% occupancy
Oversaturated market
Defensive strategy
Only 23% impression share - missing 77% of potential customers
8-10% increase on all unit types at 94%+ occupancy
Manager outreach, loyalty discounts, pause rate increases
CPA at $420 vs $140 market average - fix targeting
Reduce rates 10-15% to match oversaturated market