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Case Study

Kate in Arizona

Kate grew her portfolio from 14 to 21 listings while handing pricing to Foundry, so we measure the two effects separately. On the homes she had before Foundry, performance against her Arizona market climbed from 14% above market to 22% above it. Every home she added since started earning at full rate from its first booking.

Year Over Year, Whole Portfolio
Kate revenue before and after Foundry Bar chart comparing 10-month stay-date revenue: $702K before Foundry versus $1.5M after, a +120% increase. $702K BEFORE FOUNDRY $1.5M AFTER FOUNDRY +120%
Listings 14 to 21
Oct 2024 to Jul 2025 vs Oct 2025 to Jul 2026, stay-date revenue
Same-home revenue up 6%, $686K to $727K, in a market where holding flat was the norm
From 14% above market to 22% above market on identical homes
The last week of March 2026 was the portfolio's biggest revenue week of all time
Verified Results

Results in Numbers

Monthly Revenue, Same Listings

Kate monthly revenue Bar chart of monthly stay-date revenue for Kate from Oct '24 to Jul '26, indexed to the average month before Foundry onboarding. Foundry starts Oct '25. The highest month reaches 1.6x the pre-Foundry average. A data table follows this chart. 0x 0.5x 1x 1.5x 2x Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26
Monthly Revenue, Same Listings
MonthRevenue vs average pre-Foundry month
Oct 20240.8x
Nov 20240.8x
Dec 20241.2x
Jan 20251.0x
Feb 20251.1x
Mar 20251.6x
Apr 20251.1x
May 20251.0x
Jun 20250.5x
Jul 20250.8x
Aug 20250.7x
Sep 20250.6x
Oct 20250.9x
Nov 20250.9x
Dec 20251.3x
Jan 20261.1x
Feb 20261.2x
Mar 20261.5x
Apr 20261.1x
May 20261.2x
Jun 20260.7x
Jul 20260.8x
Monthly stay-date revenue, Oct 2024 to Jul 2026, indexed to the average pre-Foundry month (1x).

Year Over Year, Same Listings

Kate revenue before and after Foundry Bar chart comparing 10-month stay-date revenue for Kate: $686K in the 10 months before Foundry onboarding versus $727K in the 10 months after, a +6% increase. A data table follows this chart. $686K Before Foundry Oct 2024 to Jul 2025 $727K After Foundry Oct 2025 to Jul 2026 +6%
Year Over Year, Same Listings
WindowRevenueOccupancy
Before Foundry (Oct 2024 to Jul 2025)$686K65.0%
After Foundry (Oct 2025 to Jul 2026)$727K69.7%
Comparing the same 10 calendar months (Oct-Jul) before and after Foundry onboarding, stay-date revenue.
The Complete Story

Monthly Revenue, Whole Portfolio

Kate monthly revenue Bar chart of monthly stay-date revenue for Kate from Oct '24 to Jul '26, indexed to the average month before Foundry onboarding. Foundry starts Oct '25. The highest month reaches 3.4x the pre-Foundry average. A data table follows this chart. 0x 1x 2x 3x 4x Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26
Monthly Revenue, Whole Portfolio
MonthRevenue vs average pre-Foundry month
Oct 20240.8x
Nov 20240.8x
Dec 20241.2x
Jan 20251.0x
Feb 20251.1x
Mar 20251.6x
Apr 20251.1x
May 20251.0x
Jun 20250.6x
Jul 20250.9x
Aug 20250.9x
Sep 20250.9x
Oct 20251.4x
Nov 20251.5x
Dec 20252.2x
Jan 20261.7x
Feb 20262.6x
Mar 20263.4x
Apr 20262.5x
May 20262.5x
Jun 20262.0x
Jul 20262.3x
Monthly stay-date revenue, Oct 2024 to Jul 2026, indexed to the average pre-Foundry month (1x).
Including Every Listing Added

Year Over Year, Whole Portfolio

Kate revenue before and after Foundry Bar chart comparing 10-month stay-date revenue for Kate: $702K in the 10 months before Foundry onboarding versus $1.5M in the 10 months after, a +120% increase. A data table follows this chart. $702K Before Foundry Oct 2024 to Jul 2025 $1.5M After Foundry Oct 2025 to Jul 2026 +120%
Year Over Year, Whole Portfolio
WindowRevenueOccupancy
Before Foundry (Oct 2024 to Jul 2025)$702K65.2%
After Foundry (Oct 2025 to Jul 2026)$1.5M68.2%
Comparing the same 10 calendar months (Oct-Jul) before and after Foundry onboarding, stay-date revenue.

Kate built one of her Arizona market’s most distinctive portfolios, and in October 2025 she handed pricing to Foundry.

How we measure this

Kate added seven high-yielding homes during the comparison window. To show what pricing did on its own, this case study compares only the nine homes that earned revenue throughout the baseline period: the same houses, one year apart. The whole-portfolio number is below, and it shows what pricing and expansion produced together.

What we did

  • Rebuilt minimum-stay rules to protect the four and five night bookings that carry this market in February and March
  • Market-responsive rate adjustments through a cooling metro market
  • Occupancy pacing tuned around her portfolio’s event calendar

Results, same homes only

Comparing the same ten calendar months a year apart, October through July, the same nine homes went from $686K to $727K, up 6%, in a market where holding flat was the norm.

The sharper story is the market gap. Those homes ran 14% above their market before Foundry. Now they run 22% above it.

  • From 14% above market to 22% above market on identical homes
  • Same-home revenue up 6% while the market cooled
  • Portfolio grew from 14 to 21 listings alongside

The whole portfolio

Kate grew from 14 to 21 homes during this comparison, and every new home came onto the same pricing system from day one. Including all of them, portfolio revenue went from $702K to $1.5M across the same ten-month windows.

Kate brought the homes and the owner relationships. Because pricing was already handled, none of them spent a season finding their rate. They earned like the homes above from their first booking, and Kate never had to stop and reprice while she grew.

Where they are now

The last week of March 2026 was the portfolio’s biggest revenue week of all time. Kate keeps adding homes, including a five-bedroom from an owner whose first two listings we already price.

“This is usually the time of year where I start to panic. I don’t panic as much when I’m just waiting on you.”

- Kate

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