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Overlock Operator

$2,243.75$1,795 / yearSave 20%

One facility, your own deals. The model, the Copilot, the data, and me on email.

Operator is the Model plus everything that keeps it useful after the deal closes.

Included, annually: the Overlock UW workbook with updates and new modules as released. Early access to the Overlock AI Modeling Copilot. Street-rate comps for any U.S. market you’re underwriting, with up to 12 months of history where available. A monthly pricing and promotions note for one facility you own, your street rate against its comp set with a recommended range. The ECRI recommendation builder, a per-unit increase schedule from your rent roll. A quarterly review of that facility in the model, actuals against your underwriting with a forward reforecast, and one full re-underwrite a year. Quarterly REIT update packs and the monthly subscriber letter. Email with a 24-hour business-day reply, and 30- or 60-minute calls on request. Deal Desk eligibility.

Facility-specific deliverables cover one facility per seat. Billed annually, $208 a month. First 10 seats at $1,795. Bought the Model already? The full purchase price credits toward your first year if you upgrade within 12 months. 14-day refund if you haven’t received a facility-specific deliverable.

Requires Excel 2021 or Microsoft 365.