Stellar Lead Performance

Occupancy. Built to match Welcome Home's Occupancy: Units report: occupied occupancy points divided by the community's total occupancy points. The total comes from Welcome Home's unit list (excluding discarded and off-census units and waitlist placeholders), counting each unit at its floor plan's occupancy points, so a shared room counts 2. A contract counts toward occupied at its occupancy point factor (1 for a private unit, ½ for a shared room, 0 for a second occupant) on any day between its move-in date and its move-out date. Checked against the report on 2026-09-05: 17 of 21 communities match to the half-unit, three differ by one unit, The Oaks by nine (a known quirk in how its shared rooms are recorded). For the current month the figure is projected to month end from today's census plus the pending move-ins and move-outs already dated; for past periods it is reconstructed from today's census and the ledger events since. The care-type line splits the same figure by the care type of the unit (IL, AL, MC), as the report does.

Net move-ins. The two lines under the tiles give, for the same period, the move-out reasons as recorded in Welcome Home (grouped) and the move-ins split by the lead source on the resident's record. Built to match Welcome Home's MI/MO Summary: Units report: contracts that count toward move-in or move-out, weighted by occupancy points (a shared room counts ½), excluding canceled contracts, transfers and waitlist placeholder units. Actual = dated on or before the data date; pending = dated later in the period. Net = total move-ins − total move-outs, including pending. Stellar-generated = move-ins whose lead came from Stellar's own marketing.

Communities table. One row per community for the selected period, on the same units basis as the net move-ins card (actual plus pending): move-ins, move-outs and net. Net rate / mo = the monthly rates recorded on the period's move-ins minus those on its move-outs, net of recurring concessions; rates are missing on a share of contracts (most pending move-ins have none yet), so hover a cell for the coverage — a greyed figure with ~ means fewer than half the rows on one side carry a rate and read it as an indicator, not a P&L line — base rent only, care-level charges not included. Short stays = share of the community's move-ins from the trailing 24 months, matured 90 days, that left within 90 days for a reason other than death (greyed under 10 matured). Open board = open leads as of the data date, every source. Click a community to expand its rent roll for the period: every ledger move-in and move-out with unit, source, care type, dates, length of stay, move-out reason, rate and whether it is actual or pending; the header of each list gives the split by lead source and the average contract rate against the average market rate of the units involved (each unit's market rate in Welcome Home for the month of the move-in or move-out), with the same comparison per row in the vs market column — a negative figure is a discount to market; contract rates can sit above market where they include care-level charges. The Prospect ID opens the record in Welcome Home; a resident with no lead record predates the lead data or was entered at move-in.

Stay & value. A move-in is durable if the resident is still there at 90 days or passed away in residence; a short stay is anyone else who left before 90 days. Welcome Home's stay-type flag is not used, because almost no contracts are typed respite or day even where stays end early. Move-ins under 90 days old are pending, not judged. Median tenure is a survival estimate across all causes. The card covers move-ins from the trailing twenty-four months before the data date, every lead source, and does not follow the period stepper — durability judged over a single month is too thin to read, and the 12-month retention and first-year revenue figures can only use move-ins that are at least a year old. Source is taken from the resident's lead record; move-ins whose lead predates the lead data (Jan 2025) are shown as "no lead record". Monthly rate and community fee are medians of what was recorded on the contract; coverage varies by community, so treat value figures as indicative where coverage is low. First-year revenue = median rate × months actually paid in the first year (residents who moved in a year or more ago) + median fee. Move-out reasons are as entered in Welcome Home, grouped.

Cost per move-in (CPMI). Media spend (Google + Bing + Facebook, from Divvy Card) by lead-generation month, divided by move-ins from leads generated in that month. Move-ins come from the MI/MO ledger, attributed by name-match to Stellar Generated prospects plus unmatched residents with explicit digital sources; bulk CRM imports are excluded (≥10 same-day leads). Young cohorts are grossed up by the observed lag curve (45% of move-ins within 30 days, 72% within 90, 83% within 180), so the most recent months are estimates; strict name-match-only CPMI runs ~25–30% higher than shown. Months with no move-ins yet show as gaps and communities with fewer than 10 adjusted move-ins are greyed as thin data. Cost per durable move-in divides CPMI by the share of Stellar-generated move-ins that stayed 90+ days. Cost per lead uses Stellar-generated leads through the last complete month (import-screened). Lead → move-in counts leads at least 90 days old, from Jan 2025 onward. Stellar-generated share on the Portfolio level is by move-in date: Stellar-generated ÷ all move-ins in the ledger.