Dashboard
March 2026
Total Portfolio Value
$4.2M
+12.4% YoY
Average Net Yield
8.7%
+0.9% vs Q3
Portfolio IRR
14.2%
+2.1% since inception
Occupancy Rate
76%
-3% (seasonal)
Portfolio Performance
Monthly revenue vs expenses
Recent Activity
Updates across your portfolio
The Nest (Bali) — occupancy hit 89% this month, highest since Q2 2025
2 hours ago
New opportunity matched: Luxury villa in Uluwatu — 92% match to your criteria
6 hours ago
Market alert: Dubai short-term rental regulations update effective April 1
1 day ago
Monthly distribution processed — $8,420 deposited to your account
3 days ago
Casa Marina (Tulum) — maintenance request flagged for pool pump replacement
4 days ago
Yield by Property
Net annual yield comparison
Allocation Breakdown
Portfolio distribution by region
Your Properties
Total Properties
5
Across Regions
3
Bali · Dubai · Mexico
Avg. Occupancy
76%
Revenue (MTD)
$32.8K
+8% vs last month
Property Performance
Property Status Occupancy Revenue (MTD) Net Yield ROI
🏡
The Nest
Ubud, Bali
Active 89% $9,240 11.2% +18.4%
🌊
Casa Marina
Tulum, Mexico
Active 72% $7,180 8.9% +14.1%
🏜️
The Dune House
Palm Jumeirah, Dubai
Active 81% $11,640 7.8% +22.6%
🌿
Villa Canopy
Canggu, Bali
Active 68% $5,820 9.4% +11.7%
🏗️
Coral Residence
Sayulita, Mexico
Off-Plan Est. 10.1%
Back to Portfolio
🏡
The Nest
Ubud, Bali · Acquired Jan 2024
Purchase Price
$620K
Jan 2024
Current Valuation
$734K
+18.4% appreciation
Net Yield
11.2%
Above market avg (7.8%)
Occupancy (12M)
84%
Peak: 96% (Aug)
Total Revenue
$98.4K
Last 12 months
Monthly Revenue
Rental income after expenses
Occupancy Trend
Nightly occupancy rate
Atlas Insight

The Nest is your top performer this quarter. Occupancy is trending 11% above the Ubud average, driven by strong reviews and seasonal demand. Based on current booking pace, I project $11,200 revenue in April — your best month yet. One thing to watch: a new competitor property listed 800m away last week at 15% lower nightly rate. I'd recommend reviewing your dynamic pricing strategy to maintain ADR while staying competitive. Want me to run a full competitive analysis?

Comparable Market Data
Comparable PropertyDistanceNightly RateOccupancyYield
Your Property: The Nest$28589%11.2%
Villa Harmony, Ubud0.5 km$31074%8.1%
Bamboo House Retreat0.8 km$24282%9.3%
Sayan Ridge Villa1.2 km$39568%7.6%
⚡ New: Lotus Villa (listed last week)0.8 km$242Est. 8.5%
Back to Portfolio
🏗️
Coral Residence
Sayulita, Mexico · Off-Plan · Est. Completion Q4 2027
38%
Complete
Phase 2 of 4
Structural & Framing
Last Updated
March 14, 2026
Construction Timeline
Phase 1 — Foundation & Site Prep
Sep 2025 – Dec 2025 · ✓ Complete
Site clearing, excavation, foundation poured, plumbing rough-in. Completed on schedule.
Phase 2 — Structural & Framing
Jan 2026 – Jun 2026 · In Progress
Steel frame erected, concrete floors poured, roof structure underway. Currently 60% through this phase.
Phase 3 — Interior & Systems
Jul 2026 – Mar 2027 · Upcoming
Electrical, HVAC, plumbing finishes, interior walls, tiling, kitchen and bathroom fit-out.
Phase 4 — Finishing & Handover
Apr 2027 – Oct 2027 · Upcoming
Landscaping, pool installation, furnishing, smart home setup, final inspections, handover.
Your Investment
$125K
Equity stake
Total Project Cost
$520K
Land + build + furnish
Projected Value
$740K
+42% on completion
Est. Net Yield
10.1%
Year 1 rental income
Est. IRR (5Y)
17.4%
Including capital gains
Payment Schedule
Deposit
On signing · Sep 2025
$37,500
✓ Paid
Phase 1 Milestone
Foundation complete · Dec 2025
$31,250
✓ Paid
Phase 2 Milestone
Structural complete · Jun 2026
$31,250
Due in 3 months
Final Payment
On handover · Oct 2027
$25,000
Upcoming
Total paid to date
$68,750 of $125,000
Projected Returns
Break-even
Month 14
After first rental income
5-Year Total Return
+$108K
On $125K invested
Atlas Insight

Coral Residence is tracking on schedule and within budget — Phase 2 (structural) is 60% complete with no delays reported. The Sayulita market continues to show strong momentum: comparable completed villas in the area have appreciated 18% over the past 12 months. Based on current AirDNA data, I project $74,600 gross rental revenue in Year 1 post-completion, with 68-72% occupancy. Your next payment milestone ($31,250) is due in June when structural work completes. Want me to run a detailed cash flow projection or compare this against other off-plan opportunities?

Sayulita Market Context
Avg. Villa Price
$485K
↑ 18% YoY
Avg. Nightly Rate
$295
↑ 12% YoY
Market Occupancy
69%
Peak: 88% (Dec-Mar)
Luxury Supply
+14%
Growing — monitor
Comparable Developments in Sayulita
DevelopmentTypePriceCompletionEst. YieldStatus
Your: Coral Residence 4-Bed Villa $520K Q4 2027 10.1% Building
Sol Retreat Villas 3-Bed Villa $480K Q2 2027 8.4% Building
Nayarit Heights 4-Bed Villa $610K Q1 2028 7.9% Pre-Sale
Playa Vista Condos 2-Bed Condo $310K Q3 2027 9.2% Building
Investment Opportunities
Cliff Edge Villa
94% Match
Cliff Edge Villa
Uluwatu, Bali · 4 Bed · Ocean View
Asking Price
$780K
Projected Yield
10.4%
Est. IRR (5Y)
16.8%
High Yield Ocean View Leasehold
Palm Penthouse Suite
87% Match
Palm Penthouse Suite
Palm Jumeirah, Dubai · 3 Bed · Marina View
Asking Price
$1.2M
Projected Yield
7.2%
Est. IRR (5Y)
13.4%
Freehold High Appreciation Furnished
Jungle Treehouse Estate
82% Match
Jungle Treehouse Estate
Tulum, Mexico · 5 Bed · Cenote Access
Asking Price
$540K
Projected Yield
11.8%
Est. IRR (5Y)
18.2%
Highest Yield Eco-Luxury Freehold
Beachfront Bungalow
79% Match
Beachfront Bungalow
Koh Samui, Thailand · 2 Bed · Beachfront
Asking Price
$380K
Projected Yield
9.6%
Est. IRR (5Y)
14.1%
New Market Beachfront Low Entry
Market Intelligence
Global Luxury STR Index
142.6
+4.2% YoY
Average ADR (Your Markets)
$312
+8% vs last year
Avg. Cap Rate (Luxury Villas)
6.4%
Stable — ±0.1% QoQ
🇮🇩
Bali, Indonesia
Avg. Yield
9.8%
Occupancy
78%
ADR Trend
↑ $265
Supply Growth
+12%

Strong demand recovery post-2024. Ubud and Uluwatu outperforming Seminyak. New villa supply increasing — watch for potential yield compression in saturated areas.

🇦🇪
Dubai, UAE
Avg. Yield
7.2%
Occupancy
82%
ADR Trend
↑ $420
Capital Growth
+18% YoY

Exceptional capital appreciation continues. New STR regulations from April 2026 favour established operators. Palm Jumeirah premium at all-time high.

🇲🇽
Mexican Riviera
Avg. Yield
10.4%
Occupancy
71%
ADR Trend
↑ $195
Supply Growth
+22%

Highest yield market in your portfolio. Tulum maturing rapidly — Sayulita emerging as the next high-demand corridor. Supply growth needs monitoring.

🇹🇭
Thailand
Avg. Yield
8.8%
Occupancy
74%
ADR Trend
↑ $178
Entry Cost
Low

Emerging opportunity market. Koh Samui and Phuket showing strong digital nomad demand. Foreign ownership restrictions require leasehold structures.

Regional Yield Comparison (12M Trend)
Net yield trend across your target markets
Scenario Modelling
Portfolio Projection — 5 Year Outlook
Based on current holdings and market conditions
Portfolio Value (2031)
$6.8M
Total Return
+62%
Annualised IRR
18.2%
Cumulative Income
$482K
Exit Strategy Analysis
StrategyTimelineEst. ReturnRisk
Hold & RentOngoing8-11% p.a.Low
Sell (Year 3)2028+35-45%Medium
Sell (Year 5)2031+55-70%Medium
1031 ExchangeFlexibleTax deferredLow
Key Assumptions
Capital appreciation (p.a.) 8-12%
Occupancy growth +2-4% p.a.
ADR growth +5-8% p.a.
Expense ratio 28-32%
Currency risk factor ±3%
Alerts & Notifications
Dubai STR Regulation Change — Effective April 1, 2026
New registration requirements for short-term rental operators in Palm Jumeirah. Your property may need updated documentation. Atlas recommends reviewing with your local property manager before the deadline.
1 day ago · Regulatory · The Dune House
Action Required
New Opportunity: Cliff Edge Villa — 94% Match
A 4-bedroom ocean view villa in Uluwatu has been listed at $780K with projected 10.4% yield. This matches your investment criteria exceptionally well.
6 hours ago · Opportunity · Bali
New Match
Monthly Distribution Processed — $8,420
Your March 2026 rental income distribution has been processed and deposited. Breakdown: The Nest $3,180, Dune House $2,940, Casa Marina $2,300.
3 days ago · Portfolio · All Properties
Completed
Competitor Price Drop Detected — Ubud Market
A new competitor property (Lotus Villa) listed near The Nest at 15% below your ADR. Atlas recommends reviewing your pricing strategy.
5 days ago · Market · The Nest
Review
Maintenance Alert — Casa Marina Pool Pump
Scheduled replacement needed for the pool pump at Casa Marina. Estimated cost: $1,200. Your property manager has sourced quotes.
4 days ago · Portfolio · Casa Marina
Pending
Atlas
Viewing: Dashboard
Hi Louise! I'm Atlas, your investment intelligence assistant. I can see you're on the dashboard — your portfolio is performing well this quarter. What would you like to know?
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