Good morning, Kassidy
3 agents running · 2 deals need your approval · Sunday, March 15
Deals analyzed (30d)
142
↑ 23 this week
Awaiting approval
2
Gate 1 · review now
Portfolio cash flow
$6,210
↑ 4.2% vs last mo
Avg deal score
74
↑ from 68 last mo
Pending your approval
2 deals
| Property | Score | CoC | Cap rate | Price | Action |
|---|---|---|---|---|---|
Moonrise Cabin · Sedona AZ 4BR STR · Off-market |
82 | 14.2% | 8.1% | $890K | |
Sycamore House · Joshua Tree 3BR STR · MLS |
61 | 9.8% | 6.4% | $625K |
Pipeline activity
| Stage | Property | Status | Updated |
|---|---|---|---|
| Financing | Pine Ridge Lodge · Flagstaff | DSCR loan submitted | 2h ago |
| Due diligence | Desert Bloom · Scottsdale | Inspection scheduled | Yesterday |
| Offer out | The Hideaway · Temecula | Awaiting response | 2d ago |
Alerts
Pine Ridge DSCR approved
6.875% · 30yr · $564K loan
The Marlo: Oct occupancy 61%
Below 68% target — review pricing
New off-market deal found
5BR · Big Bear · Score 78
Insurance renewal due
Sycamore Cottage · Dec 1
Agent status
| Agent | Status |
|---|---|
| Deal sourcing | Running |
| Underwriting | Running |
| Due diligence | Queued |
| Financing | Running |
| Offer drafting | Idle |
Deal pipeline
7 active · 2 awaiting approval · AI sourcing 24/7
142
Analyzed
7
Active pipeline
3
Offer stage
1
Under contract
2
Closed
Loading deals…
My criteria
Set once. DealOS sources and filters 24/7 against these parameters.
Property basics
Target markets
Financial thresholds — auto-reject below these
10%
6%
60
60%
Financing preferences
My properties
2 owned · Total value $3.4M · Monthly CF $6,210
🏨
The Marlo Hotel
Solvang, CA · 8 keys · Boutique hotel
Occupancy61%
ADR$318
RevPAR$194
Gross rev$568K/yr
Monthly CF+$4,210
CoC11.2%
🌲
Pine Ridge Lodge
Flagstaff, AZ · 5BR STR · Under contract
Purchase$780K
Proj ADR$285
Proj occ72%
Proj rev$122K
Proj CF+$2,000
Proj CoC12.8%
DSCR loan in progress
Task center
Coordinated by DealOS across all properties and deals
The Marlo Hotel3 open
✓
Schedule deep clean before Thanksgiving weekend
Operations
Due Nov 20
Follow up with HVAC vendor on quote for unit 4
Maintenance
Due Nov 18
Review October P&L and send to Xero
Bookkeeping
Due Nov 15
Pine Ridge Lodge (acquisition)2 open
Sign DSCR loan docs — lender sent DocuSign
Urgent
Due today
Confirm title company wire instructions
Closing
Due Nov 20
Lending marketplace
STR-friendly lenders · DSCR, conventional, bridge, commercial
Best DSCR rate today
6.875%
30yr · 25% down
Active loan in progress
1
Pine Ridge · approved
Avg days to close
21
DSCR programs
Visio Lending
DSCR · STR specialist
Rate6.875%
Max LTV80%
Min DSCR1.1x
Close time21d
Kiavi (Formerly LendingHome)
DSCR · Bridge · Fix & flip
Rate7.125%
Max LTV80%
Min DSCR1.0x
Close time15d
Deephaven Mortgage
DSCR · Non-QM · Portfolio
Rate7.250%
Max LTV75%
Min DSCR1.15x
Close time30d
Active loan tracker
| Property | Lender | Amount | Rate | Stage | Close date |
|---|---|---|---|---|---|
| Pine Ridge Lodge | Visio Lending | $564,000 | 6.875% | Approved | Nov 22, 2025 |
Insurance
STR-specific coverage · Coordinated quotes · Renewal tracking
Active policies
| Property | Provider | Coverage | Premium/yr | Renewal | Status |
|---|---|---|---|---|---|
| The Marlo Hotel | Proper Insurance | $2M commercial STR | $9,600 | Dec 1, 2025 | Renewal due |
| Pine Ridge Lodge | — | Needed pre-close | — | Nov 22 | Action needed |
STR Specialist
Proper Insurance
Purpose-built for STRs and boutique hotels. Covers host liability, guest injury, property damage. Used by 150K+ hosts.
Preferred partnerGet quote →
Commercial
Lloyd's of London
High-value boutique hotel and luxury STR coverage. Best for properties over $1.5M or unique assets.
On networkGet quote →
Vacation Rental
CBIZ Vacation Rental Ins.
Comprehensive vacation rental coverage with loss of income protection. Good for STRs under $800K.
On networkGet quote →
Vendor network
Pre-vetted partners across every service category · v1: coordinated · v2: integrated
Property Management
Vacasa
Full-service STR management. Handles guest comms, cleaning, pricing, maintenance. 10–35% fee.
PreferredConnect →
Property Management
AvantStay
Premium STR management for high-end properties. Design, operations, dynamic pricing.
On networkConnect →
STR Data
AirDNA
Market-level STR analytics. Powers deal sourcing agent comp pulls and revenue projections.
Integrated (v2)View data →
Dynamic Pricing
PriceLabs
AI-powered dynamic pricing for STRs. Connects to Airbnb, VRBO, direct booking engines.
On networkConnect →
Inspection
Pillar to Post
National inspection network. DealOS schedules automatically post Gate 2 approval.
PreferredSchedule →
Title & Escrow
Doma (States Title)
Fast, tech-enabled title and escrow. Integrates directly into closing pipeline.
On networkConnect →
Furnishing
Minoan
Wholesale furnishing for STRs. Curated packages by property type and budget.
On networkConnect →
Legal
RE Attorney Network
Licensed real estate attorneys in each target market. Reviews contracts and closing docs.
Required (v1)Connect →
Cost Segregation
Madison SPECS
Cost seg studies for STRs. Maximizes bonus depreciation on every acquisition.
On networkConnect →
Bookkeeping
Xero-connected · Auto-categorized · Per-property P&L
Total revenue (Oct)
$52,400
↑ 8% vs Sep
Total expenses (Oct)
$39,800
↑ 3% vs Sep
Net income (Oct)
$12,600
↑ 18% vs Sep
Uncategorized
4
Needs review
Recent transactions
| Date | Description | Property | Category | Amount | Status |
|---|---|---|---|---|---|
| Nov 12 | Airbnb payout | The Marlo | Revenue | +$14,200 | Categorized |
| Nov 10 | Cleaning crew — 3 units | The Marlo | Operations | -$840 | Categorized |
| Nov 8 | Pacific Gas & Electric | The Marlo | Utilities | -$1,240 | Categorized |
| Nov 6 | Home Depot purchase | Unknown | Maintenance? | -$380 | Review needed |
| Nov 4 | Mortgage payment | The Marlo | Debt service | -$8,200 | Categorized |
Tax & depreciation
STR tax strategy · Cost segregation · Bonus depreciation tracker
Est. tax liability (2025)
$38,400
Before depreciation
Depreciation available
$124,000
Bonus dep. eligible
Est. tax after strategy
$0
Cost seg recommended
STR hours logged
762
Material participation ✓
Depreciation schedule
| Property | Purchase price | Building basis | Annual dep. | Bonus dep. (2025) | Cost seg status |
|---|---|---|---|---|---|
| The Marlo Hotel | $1,850,000 | $1,480,000 | $53,818/yr | $124,000 | Study complete |
| Pine Ridge Lodge | $780,000 | $624,000 | $22,618/yr | TBD post-close | Recommended |
Tax Strategy
STR tax CPA network
Specialist CPAs who understand short-term rental taxation, material participation rules, and real estate professional status.
PreferredBook consult →
Cost Segregation
Madison SPECS
Cost segregation studies for residential and commercial STRs. Average study fee: $4K. Average tax savings: $40K+.
On networkGet study →
Portfolio view
All properties · All metrics · All time
Total portfolio value
$3.4M
↑ $780K added
Total equity
$1.1M
↑ 18% YoY
Blended CoC
12.0%
Above 10% target
Annual net income
$74,520
↑ 22% vs last yr
Property performance
| Property | Value | Equity | ADR | Occupancy | Annual CF | CoC | Status |
|---|---|---|---|---|---|---|---|
| The Marlo Hotel | $2,200,000 | $760K | $318 | 61% | +$50,520 | 11.2% | Active |
| Pine Ridge Lodge | $780,000 | $216K | $285 (proj) | 72% (proj) | +$24,000 (proj) | 12.8% (proj) | Closing Nov 22 |
Reports
Auto-generated · Investor-ready · Monthly delivery
Available reports
| Report | Frequency | Last generated | Action |
|---|---|---|---|
| Monthly P&L — The Marlo | Monthly | Nov 1, 2025 | |
| Portfolio performance summary | Monthly | Nov 1, 2025 | |
| Deal analysis — Pine Ridge | One-time | Oct 28, 2025 | |
| 2025 YTD tax summary | Quarterly | Oct 1, 2025 | |
| Investor update (Escape Velocity) | Monthly | Nov 1, 2025 |
Manual underwriter
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Deal basics
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Live results
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