Property management analytics · portfolio case study

The portfolio is making money.
Is it making enough?

A property owner can look at revenue and feel pretty good about the month. The harder question is whether each property is earning its keep after the costs that quietly eat into the result.

Synthetic portfolio simulation · 10 properties · 30-day review window · USD

Executive takeaway

Busy is not the same as profitable.

The portfolio's clearest opportunity is not “get more bookings.” It is finding where demand is already strong enough to support better pricing, where operating costs are eroding otherwise good properties, and where low demand needs diagnosis before a pricing change.

My first three moves: test pricing on P05, investigate turnover economics on P06, and diagnose demand/cancellations on P09.

01 · Portfolio snapshot

Revenue is not the finish line.

$0
modeled gross booking revenue
0%
average portfolio occupancy
$0
modeled contribution
0%
modeled contribution margin
Modeling note

The contribution model currently includes a 3% platform fee and a cleaning cost assumption based on one turnover per three booked nights. It does not include utilities, maintenance, supplies, taxes, management fees, financing, or other fixed costs. The result is a contribution view, not a full property P&L.

What changed in the analysis

Instead of treating every property equally, the review looks for decision-worthy differences: high demand with weak pricing, strong rates with expensive operations, and low demand with cancellation risk.

02 · Performance map

Occupancy vs. ADR

Click a property. The position tells you what kind of problem you may be looking at.

10 clickable properties
Lower occupancyHigher occupancy 40%65%95% 120185250 Occupancy →ADR ($) →
Pick a property

Click one of the labeled points above to see the diagnosis and the action I would investigate next.

03 · Prioritization

Which properties deserve attention?

Click a row. The ranking is based on contribution, not revenue alone.

PropertyOccupancyADRContributionMarginPriority
04 · Revenue leakage

Where does the money go?

Click each stage to understand what the deduction means operationally.

Click a stage

Gross revenue is useful, but the deductions show where operational decisions can change the result.

05 · Decision framework

From metric → diagnosis → action.

Pricing

P05

91% occupancy + $132 ADR suggests the property may be leaving rate on the table.

Action: controlled price test.
Operations

P06

Strong $225 ADR, but $88 cleaning cost creates a different problem.

Action: investigate turnover economics.
Demand

P09

42% occupancy + 12% cancellations makes the high $246 ADR less reassuring.

Action: diagnose before repricing.
06 · SQL backing

Simple SQL. Clear question.

The analysis is reproducible; the SQL is intentionally readable.

07 · Method & assumptions

What is, and isn't, in the model?

01 · INPUT

Property-level operating metrics

Occupancy, ADR, cleaning cost, and cancellation rate are the core synthetic inputs.

02 · MODEL

30-day contribution view

Booked nights are adjusted for cancellations. Revenue is reduced by modeled cleaning and a 3% platform fee.

03 · DECIDE

Prioritize the next question

The model is deliberately simplified. It points to where deeper analysis should happen; it does not claim to be a full P&L.

Field
Meaning
Type
occupancy_pct
Booked-night share of available nights.
Percentage
adr_usd
Average daily rate.
Currency
cleaning_cost_usd
Modeled cleaning cost per turnover.
Currency
cancellation_pct
Share of bookings canceled.
Percentage
08 · Recommendations

What the analysis suggests

These are the recommendations I would bring to the property owner based on the modeled results.

09 · What I would do with real data

The next layer is where the analysis gets serious.

Next data

Booking-level detail

Lead time, stay length, channel, cancellation timing, booking source, and day-of-week demand.

Next analysis

Pricing experiments

Test rate changes by property and demand period, then measure revenue and contribution, not occupancy alone.

Next decision

True property P&L

Add utilities, supplies, maintenance, management fees, taxes, mortgage/lease costs, and owner-specific economics.

10 · Portfolio files

Everything behind the page.

The project includes the synthetic data, SQL, and project notes. Download them directly below.