Step 03 · Owner context

Full owner history

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JO

James Okafor

The Lantern House · 2BR townhouse · Charleston, SC

With you since Jul 2022 · Cohort: Coastal Retreats acquisition

Trailing revenue

$7.4k

Occupancy

84%

Next scheduled send

Dec 1

AI briefing

60-second context · updated Nov 1, 2025

Inherited from the Coastal Retreats acquisition (Aug 2025) and now on Ownable cadence — first full quarter went smoothly with no missed commitments. Performance is steady around 84% occupancy; HVAC was serviced Oct 12 with same-day owner notification. Actively evaluating a second unit — flag for the Q1 review conversation.

Communication history

Every touchpoint delivered, on cadence or on trigger.

  1. Monthly update

    EmailNov 1, 2025

    October — 86% occupancy, $7,610 net

  2. Personal note

    EmailOct 12, 2025

    HVAC serviced — owner notified same day

  3. Quarterly report

    EmailOct 5, 2025

    Q3 report — first under Ownable cadence post-acquisition

  4. Onboarding

    EmailAug 30, 2025

    Migrated from Coastal Retreats · commitments preserved

Property performance history

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

Jun

Jul

Aug

Sep

Oct

Nov

79% occ.92% occ.88% occ.82% occ.86% occ.84% occ.
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