This isolates demand actually generated under the new strategy, using the date each reservation was booked (not the date of the stay), so a stay this fall that was actually booked back in March never gets credited to work that started June 24. Same 8 units in both years, so portfolio growth never inflates it either.
Same 8 same-store units, bookings placed in the 72 days since the strategy change, compared to bookings placed in the same 72-day window a year earlier. This is the number that actually isolates Pacer's work from whatever the owner already had on the books.
| Unit | Bookings | Nights booked | Avg booking window | Avg length of stay | Rent booked |
|---|---|---|---|---|---|
| Serendipity Deux | 14 vs 7 | 128 vs 27 | 130 vs 73 days | 9.1 vs 3.9 nights | +733.8% $289,339 vs $34,700 |
| Serendipity Gulf | 19 vs 10 | 100 vs 38 | 80 vs 51 days | 5.3 vs 3.8 nights | +304.2% $140,986 vs $34,880 |
| Serendipity | 12 vs 5 | 49 vs 18 | 42 vs 56 days | 4.1 vs 3.6 nights | +248.1% $59,965 vs $17,224 |
| Waves | 8 vs 7 | 31 vs 29 | 71 vs 102 days | 3.9 vs 4.1 nights | +26.9% $32,801 vs $25,852 |
| Tripletail | 13 vs 11 | 56 vs 49 | 63 vs 77 days | 4.3 vs 4.5 nights | +18.6% $65,460 vs $55,210 |
| Beach Bliss | 11 vs 9 | 42 vs 39 | 56 vs 79 days | 3.8 vs 4.3 nights | +11.4% $31,470 vs $28,260 |
| Cloud 9 | 11 vs 11 | 48 vs 57 | 145 vs 93 days | 4.4 vs 5.2 nights | -13.0% $77,229 vs $88,750 |
| Fantasea | 9 vs 13 | 33 vs 51 | 18 vs 54 days | 3.7 vs 3.9 nights | -29.1% $33,713 vs $47,526 |
| Total · 8 units | 97 vs 73 | 487 vs 308 | 90 vs 73 days | 5.0 vs 4.2 nights | +119.9% $730,963 vs $332,402 |
Rent booked in the same Jun 24 – Sep 4 window, all 16 homes (not limited to the 8 same-store units), by channel. A year ago Airbnb carried more than two-thirds of the book. Today no single channel controls more than 40%, and the mix grew on top of Airbnb, not instead of it.
| Channel | Prior year | This year | Change |
|---|---|---|---|
| Direct | $100,599 (25.3%) | $428,968 (39.7%) | +326.4% |
| Airbnb | $273,349 (68.7%) | $388,069 (35.9%) | +41.9% |
| VRBO | $24,204 (6.1%) | $263,515 (24.4%) | +988.6% |
| Total · all homes | $398,152 | $1,080,553 | +171.4% |
August 2026 versus August 2025, full 16-home portfolio, benchmarked against the Anna Maria comp set (895 properties). If this were just a rising tide, the portfolio would track the market. It beat the market on every dimension.
| Metric | Serendipity | Anna Maria market | Advantage |
|---|---|---|---|
| RevPAR growth | +71% | +27% | 2.6x market |
| Occupancy growth | +37.9% | +15.4% | 2.5x market |
| ADR growth | +24% | +9.4% | 2.6x market |
Each reservation below is compared against its matched weekday a year earlier, not just the calendar date, so the comparison lines up exactly.
This table compares all of 2026 to all of 2025 on the same 8 units, which is useful context but blends nearly six months of pre-strategy performance (Jan 1 – Jun 23) in with the post-June-24 work above. Treat the attribution table above as the one that isolates Pacer's actual impact; treat this one as the wider backdrop.
| Unit | Revenue | Occupancy | ADR | RevPAR |
|---|---|---|---|---|
| Cloud 9 | +236.2% $484,192 vs $144,031 | +57.8pp | +19.3% | +292.9% |
| Serendipity Deux | +168% $454,541 vs $169,919 | +41.0pp | +18.3% | +181% |
| Serendipity Gulf | +207.8% $356,537 vs $115,845 | +48.9pp | +19.4% | +212.0% |
| Tripletail | +118% $387,751 vs $177,565 | +37.3pp | -1.3% | +101% |
| Serendipity | +105% $242,880 vs $118,444 | +33.0pp | -1.8% | +108% |
| Fantasea | +42.7% $240,608 vs $168,559 | +26.2pp | -12.0% | +48.5% |
| Beach Bliss | +46.1% $208,675 vs $142,814 | +24.5pp | -6.0% | +52.5% |
| Waves | +142% $204,564 vs $84,437 | +34.7pp | +9.1% | +158% |
| Total · 8 units | +130% $2,579,748 vs $1,121,614 | +37.8pp | +8.7% | +138% |
Two cuts: all 17 currently active units against the 10 that existed in the portfolio a year ago, and the 10 units with a clean booking-history match in both windows.
| Cohort | Revenue | Occupancy | ADR | RevPAR |
|---|---|---|---|---|
| All units (17 vs 10 prior yr) | +119.9% $1,264,035 vs $574,818 | +13.1pp | +3.8% | +29.4% |
| Booked both periods (10 units) | +64.4% $945,118 vs $574,818 | +19.4pp | +20.3% | +64.4% |
What's on the books today for stays through early December, against what was booked by the same date last year.
VRBO visibility is degraded relative to Airbnb, and no promotional activity has been run yet to close the gap.
Minimum nightly rates are checked against confirmed bookings in each unit's benchmark market and bedroom-count segment over the trailing 12 months, not as a flat percentage off the base rate. 5 of the 16 units have enough clean booking history to recommend a specific new floor with confidence. 15 of the 16 units have taken bookings below their own current floor sometime in the past year, worth $320,093 in total, meaning real demand exists at rates below what's currently set as the minimum almost across the entire portfolio.
| Unit | Current floor | Bookings below floor, TTM | Suggested floor | Est. recovery, 365d |
|---|---|---|---|---|
| Shangri-La | $2,150 | 4 · $22,513 | $1,499 – $1,738 | up to $130,133 |
| Serendipity Deux | $1,250 | 20 · $75,381 | $720 – $906 | up to $104,784 |
| Limefish Luxury | $1,350 | 2 · $17,732 | $344 – $544 | up to $45,738 |
| Sandcastle | $700 | 2 · $5,167 | $344 – $544 | up to $28,401 |
| The Salty Fern | $675 | 1 · $3,372 | $344 – $544 | up to $26,254 |
| Serendipity | $825 | 20 · $45,708 | not enough data yet | – |
| Cloud 9 | $1,250 | 10 · $38,690 | not enough data yet | – |
| Key Lime Cottage | $360 | 23 · $19,001 | not enough data yet | – |
| Fantasea | $750 | 9 · $23,982 | not enough data yet | – |
| Beach Bliss | $625 | 10 · $16,241 | not enough data yet | – |
| Serendipity Gulf | $825 | 6 · $17,762 | not enough data yet | – |
| Waves | $600 | 10 · $17,174 | not enough data yet | – |
| Tripletail | $825 | 6 · $12,743 | not enough data yet | – |
| Beach Escape | $325 | 2 · $3,300 | not enough data yet | – |
| Salt + Sol | $480 | 1 · $1,328 | not enough data yet | – |
| Total · 15 units | 126 · $320,093 | $227,344 – $335,311 |
The attribution holds up from every angle. New bookings created since the June 24 strategy change are up 120% in dollar value on the same 8 units, distribution diversified from 69% Airbnb to a three-channel mix with no channel over 40%, August RevPAR beat the Anna Maria market by 2.6x, and there's another $227K to $335K in identified pricing-floor upside on top of all of it. The year-to-date and forward-pace views back it up independently, and the honest misses (Cloud 9, Fantasea) are shown alongside the wins. This is what happens when pricing, distribution, and pacing are actively managed every day instead of set and left alone.