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Portfolio performance, sales pipeline and agent activity at a glance.

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Total Revenue · trailing 12 months +18.6% YoY

$32.3M

Revenue mixSales 77% · Rentals 23%
  • Residential sales$17.6M
  • Commercial sales$7.3M
  • Rental income$7.4M

Best month

Oct 2026 · $3.63M

Dec forecast

$3.9M · +7.4%

Monthly sales

$2.84M

+10.1%

Avg. deal size

$496K

+4.2%

Commissions

$1.94M

+16.8%

Total Properties 3.5%

1,248

42 added this month

89% of 1,400 goal11% to go

Active Listings 6.1%

486

94 currently under offer

86% of 565 goal14% to go

Total Agents 2

48

41 active this week

87% of 55 goal13% to go

Total Leads 9.3%

2,846

184 new this week

89% of 3,200 goal11% to go

Quarterly Targets

Progress towards Q4 2026 goals

Day 7 of 92

86%

of goal

Sales revenue

$2.84M of $3.30M

93%

of goal

Rental income

$0.79M of $0.85M

78%

of goal

New listings

312 of 400

74%

of goal

Lead conversion

14.8% of 20%

Projected finish

$3.42M

+3.6% above goal

Current run-rate

$94K / day

Needs $87K / day

Days remaining

85 days

Quarter ends Dec 31

Rental income is the closest to goal — 7% to go. Lead conversion needs a push of 5.2 pts.

Hot Markets

Buyer demand score by city

Live
  • 1
    Miami Beach, FL$2.9M +9.2%
    94
  • 2
    Austin, TX$1.1M +7.8%
    91
  • 3
    Nashville, TN$689K +6.4%
    88
  • 4
    Scottsdale, AZ$1.3M +5.1%
    84
  • 5
    Seattle, WA$1.05M +3.6%
    79
  • 6
    Denver, CO$945K +2.2%
    74
  • 7
    Raleigh, NC$612K +1.9%
    71

Deal Funnel

From enquiry to closed deal

Enquiries2,846
Viewings booked1,420
Offers made612
Contracts signed318
Deals closed266

Offer acceptance

52%

Avg. discount

3.1%

Viewing-to-offer

43%

Fall-through rate

4.4%

9.3% enquiry-to-close · avg. 34 days to complete

Rental Yield by Type

Gross annual yield, last 12 months

Avg. 6.1%
  • Commercial8.1%

    Avg. rent $18.4K / mo+0.6 pts

  • Apartments6.8%

    Avg. rent $3.9K / mo+0.4 pts

  • Townhouses5.9%

    Avg. rent $3.1K / mo+0.2 pts

  • Condos5.6%

    Avg. rent $2.7K / mo+0.3 pts

  • Houses5.2%

    Avg. rent $3.4K / mo-0.1 pts

  • Villas4.4%

    Avg. rent $9.6K / mo+0.3 pts

Upcoming Viewings

6 scheduled in the next 5 days

Schedule
  • 08Oct Skyline Penthouse

    Skyline Penthouse

    10:30 AM · Tomorrow

    Ethan Walker
  • 08Oct Palm Grove Villa

    Palm Grove Villa

    2:00 PM · Tomorrow

    Olivia Grant
  • 09Oct Cedar Ridge Lodge

    Cedar Ridge Lodge

    11:00 AM · Friday

    Andre Dubois
  • 10Oct Mesa Modern

    Mesa Modern

    4:30 PM · Saturday

    Isabel Torres
  • 11Oct Maple Hill Residence

    Maple Hill Residence

    10:00 AM · Sunday

    Natalie Brooks
  • 12Oct Brookside Modern

    Brookside Modern

    1:30 PM · Monday

    Ethan Walker

Property Status Overview

Where the portfolio stands today

  • Active48638.9%
  • Under Offer947.5%
  • Sold26621.3%
  • Rented16813.5%
  • Draft23418.8%

Avg. days on market

24 days

-3 days vs last month

List-to-sale ratio

61%

+4 pts vs last month

Price reductions

18

6 more than last month

Expiring in 14 days

7

Renew or relist soon

Needs attention

View listings
  • Maple Hill Residence

    Maple Hill Residence

    Listing expires in 3 days

  • Willow Creek Cottage

    Willow Creek Cottage

    Offer awaiting response

  • Lakeshore Terrace

    Lakeshore Terrace

    Draft · photos missing

Recent Properties

Newest additions to the portfolio

View all
PropertyTypePriceAgentStatus
Palm Grove Villa

Palm Grove Villa

Miami Beach, FL

Villa $2,450,000
Olivia Grant

Olivia Grant

Active
House $689,000
Natalie Brooks

Natalie Brooks

Active
Commercial $3,900,000
Victor Alvarez

Victor Alvarez

Active
Mesa Modern

Mesa Modern

Scottsdale, AZ

House $1,340,000
Isabel Torres

Isabel Torres

Active
House $1,185,000
Andre Dubois

Andre Dubois

Active
Penthouse $1,980,000
Ethan Walker

Ethan Walker

Under Offer
House $612,000
Zoe Martin

Zoe Martin

Active
Commercial $6,850,000
Rafael Santos

Rafael Santos

Active

Latest Leads

New enquiries this week

View all
  • Daniel Kim

    Daniel Kim

    Palm Grove Villa · Website

    Hot

    12 min ago

  • Priya Nair

    Priya Nair

    Skyline Penthouse · Referral

    Hot

    48 min ago

  • Tom Okafor

    Tom Okafor

    Cedar Ridge Lodge · Property Portal

    Warm

    2 hours ago

  • Sofia Marino

    Sofia Marino

    Mesa Modern · Social Media

    Warm

    5 hours ago

  • Liam Chen

    Liam Chen

    The Atrium Offices · Walk-in

    Cold

    Yesterday

Top Performing Agents

By sales volume this year

View all
  • 1Olivia Grant

    Olivia Grant

    $18.4M

    41 sold · 4.9

  • 2Victor Alvarez

    Victor Alvarez

    $21.6M

    18 sold · 4.7

  • 3Ethan Walker

    Ethan Walker

    $14.9M

    36 sold · 4.8

  • 4Camila Rossi

    Camila Rossi

    $13.2M

    33 sold · 4.9

  • 5Isabel Torres

    Isabel Torres

    $12.1M

    26 sold · 4.8

Recent Activities

Across the whole team

Live
  1. Camila Rossi closed the sale of Azure Cove House

    $1.73M · 24 min ago

  2. Ethan Walker scheduled a viewing for Skyline Penthouse

    Tomorrow, 10:30 AM · 1 hour ago

  3. Olivia Grant listed Palm Grove Villa

    New listing · 3 hours ago

  4. Offer received on Willow Creek Cottage

    $531,000 · 5 hours ago

  5. Lead Daniel Kim assigned to Olivia Grant

    Website enquiry · Yesterday

Recent Transactions

Latest deals across the portfolio

View all
  • Azure Cove House

    Azure Cove House

    Camila Rossi · Oct 05

    $1,725,000

    Closed
  • Willow Creek Cottage

    Willow Creek Cottage

    Chloe Bennett · Oct 04

    $531,000

    In Escrow
  • Oakmont Townhome

    Oakmont Townhome

    Lucas Meyer · Oct 02

    $474,000

    Closed
  • Birchwood Family Home

    Birchwood Family Home

    Zoe Martin · Oct 01

    $612,000

    In Escrow
  • Skyline Penthouse

    Skyline Penthouse

    Ethan Walker · Sep 29

    $1,980,000

    Pending
  • Mesa Modern

    Mesa Modern

    Isabel Torres · Sep 27

    $1,310,000

    Offer Accepted

Maintenance Requests

Rental and managed properties

12 open

12

Open

8

In progress

94

Resolved (30d)

  • Leaking faucet

    Riverside Residences 12A · 2h ago

    High
  • HVAC service due

    Harbor View Loft 4B · 5h ago

    Medium
  • Gate sensor fault

    Palm Grove Villa · Yesterday

    Low
  • Roof inspection

    Cedar Ridge Lodge · Yesterday

    Medium
  • Garage door repair

    Oakmont Townhome · 2 days ago

    Low
  • Power outage in unit

    Riverside Residences 8C · 2 days ago

    High

Commission Earnings

Brokerage commission by agent, 2026 year to date

$1.94M total
AgentDealsVolumeCommissionTarget
Victor Alvarez

Victor Alvarez

18$21.6M$216K
88%
Olivia Grant

Olivia Grant

41$18.4M$184K
92%
Ethan Walker

Ethan Walker

36$14.9M$149K
81%
Camila Rossi

Camila Rossi

33$13.2M$132K
76%
Isabel Torres

Isabel Torres

26$12.1M$121K
69%
Natalie Brooks

Natalie Brooks

31$11.7M$117K
64%