GET STARTED
Onboarding
$5,000 flat
- Household fit and market memo
- Underwriting support
Installation through the first guest is excluded. Additional steps are à la carte.
Discuss onboardingPRICING & FINANCING
Clear fees.
Defined scope.
Start with onboarding and membership. Add the services your property needs. No AIstat fee is a percentage of tax savings.
YOUR OPERATING PLATFORM
Membership
$1,750 per year
Plus contractor services at cost + 20% if you choose any.
- Operating software and guest-messaging bot
- Participation comparison—including our own human work
- Quarterly certificates and annual CPA binder
Contractors are billed separately. Initial term: 12 months; 60-day exit notice thereafter.
Discuss membershipEXAMPLE OF AN OPTIONAL ADD-ON
Financing coordination
$7,500 illustrative flat fee
Provided by a third-party mortgage broker licensed in your state.
A focused package to organize your underwriting model, lender file, term-sheet comparison, debt records and covenant calendar.
Discuss financing0% cash down may be possible.
A mortgage plus a line of credit against an eligible investment portfolio may fund the purchase price. The down payment is borrowed, rather than waived.
Your licensed third-party broker coordinates lender applications and explores available rates and terms. The lender decides approval, rates and terms.
Closing and launch costs, reserves and ongoing cash requirements still apply. Portfolio credit can be variable-rate and callable; a collateral call may require repayment or the sale of investments. No preferential rate or approval is guaranteed.
PROPERTY SERVICES
Choose the support
your property needs.
Contractor services · à la carte
Optional concierge, cleaning, maintenance, marketing & pricing advisor, and CFO services. The advisor also helps review your listing, amenities and photos.
Cost + 20%
The disclosed 20% fee covers contractor participation oversight and preparation of scope-of-work agreements. You remain the property manager and retain administrative coordination, decisions and approvals.
Property launch
Installation through the first guest and additional launch steps.
À la carte
Scope and charges agreed before work.
External costs
Insurance, licenses and the cost-segregation study.
At cost
Your separately engaged advisers have their own fees.
Scope is agreed before work begins.
Written agreements define deliverables, charges and approval limits while preserving your property-manager role.
Review the service agreements with your legal adviser and confirm tax treatment with your CPA.
THE WHOLE OWNERSHIP BUDGET
Plan beyond
the service fees.
Property costs, financing, taxes, insurance, contractor work and reserves are part of the investment. Rental revenue may not cover them.
Review property-specific cash requirements, borrowing risk and tax treatment with your advisers before committing.
Review the tax and cash illustrationA CONVERSATION BEFORE A COMMITMENT
Let’s start with you.
Your goals. Your preferred places. Your capacity to participate.