-
Financial packageMulti-year income and expense comparison, pro-forma valuation, unit-level breakdowns.
-
Occupancy report and calendarMulti-year booked-week counts by unit, season-over-season trends, repeat-guest percentages. Anonymized — no guest names.
-
Capital improvements listCompleted projects with dates and dollar amounts, remaining project list, warranties and service history.
-
2027 bookings on the booksCurrent advance-booking position for the 2027 season, published 2027 rate schedule.
-
Operating detailsManagement, cleaning contract, vendor list, utilities, taxes, licenses.
Materials are shared via a view-only data room link after the NDA is signed. Package is not hosted on this site.