Step 03 · Owner context

Full owner history

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DF

David Fitzgerald

Beacon Hill Loft · 1BR · Boston, MA

With you since May 2024 · Cohort: Mountain Stays acquisition

Trailing revenue

$5.0k

Occupancy

79%

Next scheduled send

Dec 1

AI briefing

60-second context · updated Nov 1, 2025

Newest owner in the portfolio (May 2024, Mountain Stays acquisition) — small Boston loft running around 79% occupancy. Explicitly opted out of triggered notes, so keep contact strictly to the monthly update and quarterly report. No open issues; Q3 report was his first under Ownable and landed on time.

Communication history

Every touchpoint delivered, on cadence or on trigger.

  1. Monthly update

    EmailNov 1, 2025

    October — 82% occupancy, $5,120 net

  2. Quarterly report

    EmailOct 4, 2025

    Q3 report — post-acquisition first report

  3. Onboarding

    EmailSep 12, 2025

    Migrated from Mountain Stays · commitments preserved

Property performance history

Six months of revenue and occupancy — the same data the owner sees.

Jun

Jul

Aug

Sep

Oct

Nov

74% occ.88% occ.91% occ.78% occ.82% occ.79% occ.
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