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.2

 

PORTFOLIO STATISTICS

 

TOTAL MULTIFAMILY PORTFOLIO AT MARCH 31, 2026 (1)

In apartment units

 

 

 

Same
Store

 

 

Stabilized Non-Same
Store

 

 

Lease-up

 

 

Total
Completed
Communities

 

 

Development
Units
Delivered

 

 

Total

 

Atlanta, GA

 

 

11,434

 

 

 

340

 

 

 

 

 

 

11,774

 

 

 

 

 

 

11,774

 

Dallas, TX

 

 

9,523

 

 

 

594

 

 

 

386

 

 

 

10,503

 

 

 

 

 

 

10,503

 

Austin, TX

 

 

7,179

 

 

 

 

 

 

 

 

 

7,179

 

 

 

 

 

 

7,179

 

Charlotte, NC

 

 

5,707

 

 

 

640

 

 

 

239

 

 

 

6,586

 

 

 

173

 

 

 

6,759

 

Orlando, FL

 

 

5,907

 

 

 

310

 

 

 

 

 

 

6,217

 

 

 

 

 

 

6,217

 

Raleigh/Durham, NC

 

 

5,156

 

 

 

500

 

 

 

406

 

 

 

6,062

 

 

 

 

 

 

6,062

 

Tampa, FL

 

 

5,416

 

 

 

 

 

 

495

 

 

 

5,911

 

 

 

 

 

 

5,911

 

Houston, TX

 

 

4,859

 

 

 

 

 

 

 

 

 

4,859

 

 

 

 

 

 

4,859

 

Nashville, TN

 

 

4,375

 

 

 

 

 

 

 

 

 

4,375

 

 

 

 

 

 

4,375

 

Fort Worth, TX

 

 

3,687

 

 

 

 

 

 

 

 

 

3,687

 

 

 

 

 

 

3,687

 

Phoenix, AZ

 

 

3,291

 

 

 

 

 

 

317

 

 

 

3,608

 

 

 

 

 

 

3,608

 

Jacksonville, FL

 

 

3,496

 

 

 

 

 

 

 

 

 

3,496

 

 

 

 

 

 

3,496

 

Charleston, SC

 

 

3,168

 

 

 

 

 

 

 

 

 

3,168

 

 

 

 

 

 

3,168

 

Greenville, SC

 

 

2,354

 

 

 

 

 

 

 

 

 

2,354

 

 

 

 

 

 

2,354

 

Northern Virginia

 

 

1,888

 

 

 

 

 

 

 

 

 

1,888

 

 

 

 

 

 

1,888

 

Savannah, GA

 

 

1,837

 

 

 

 

 

 

 

 

 

1,837

 

 

 

 

 

 

1,837

 

Memphis, TN

 

 

1,193

 

 

 

618

 

 

 

 

 

 

1,811

 

 

 

 

 

 

1,811

 

Richmond, VA

 

 

1,732

 

 

 

 

 

 

 

 

 

1,732

 

 

 

 

 

 

1,732

 

San Antonio, TX

 

 

1,504

 

 

 

 

 

 

 

 

 

1,504

 

 

 

 

 

 

1,504

 

Denver, CO

 

 

1,118

 

 

 

352

 

 

 

 

 

 

1,470

 

 

 

44

 

 

 

1,514

 

Birmingham, AL

 

 

1,462

 

 

 

 

 

 

 

 

 

1,462

 

 

 

 

 

 

1,462

 

Fredericksburg, VA

 

 

1,435

 

 

 

 

 

 

 

 

 

1,435

 

 

 

 

 

 

1,435

 

Kansas City, MO-KS

 

 

1,110

 

 

 

318

 

 

 

 

 

 

1,428

 

 

 

 

 

 

1,428

 

Huntsville, AL

 

 

1,228

 

 

 

 

 

 

 

 

 

1,228

 

 

 

 

 

 

1,228

 

Other

 

 

6,502

 

 

 

496

 

 

 

 

 

 

6,998

 

 

 

 

 

 

6,998

 

Total Multifamily Units

 

 

96,561

 

 

 

4,168

 

 

 

1,843

 

 

 

102,572

 

 

 

217

 

 

 

102,789

 

(1)
Schedule excludes MAA's 35% ownership in a 269-unit joint venture property in Washington, D.C.

 

Supplemental Data S-1

 


 

PORTFOLIO STATISTICS (CONTINUED)

 

TOTAL MULTIFAMILY COMMUNITY STATISTICS (1)

Dollars in thousands, except Average Effective Rent per Unit

 

 

As of March 31, 2026

 

 

Average
Effective

 

 

As of March 31, 2026

 

 

 

Gross Real
Assets

 

 

Percent to
Total of
Gross Real
Assets

 

 

Physical
Occupancy

 

 

Rent per
Unit for
the Three
Months Ended
March 31, 2026

 

 

Completed
Units

 

 

Total Units,
Including
Development

 

Atlanta, GA

 

$

2,245,678

 

 

 

13.1

%

 

 

95.3

%

 

$

1,788

 

 

 

11,774

 

 

 

 

Dallas, TX

 

 

1,660,888

 

 

 

9.7

%

 

 

94.9

%

 

 

1,660

 

 

 

10,117

 

 

 

 

Charlotte, NC

 

 

1,289,844

 

 

 

7.5

%

 

 

95.7

%

 

 

1,639

 

 

 

6,347

 

 

 

 

Orlando, FL

 

 

1,143,575

 

 

 

6.6

%

 

 

96.1

%

 

 

1,974

 

 

 

6,217

 

 

 

 

Tampa, FL

 

 

1,050,162

 

 

 

6.1

%

 

 

96.0

%

 

 

2,083

 

 

 

5,416

 

 

 

 

Austin, TX

 

 

993,279

 

 

 

5.8

%

 

 

95.1

%

 

 

1,472

 

 

 

7,179

 

 

 

 

Raleigh/Durham, NC

 

 

836,557

 

 

 

4.9

%

 

 

95.3

%

 

 

1,516

 

 

 

5,656

 

 

 

 

Houston, TX

 

 

712,706

 

 

 

4.1

%

 

 

96.1

%

 

 

1,455

 

 

 

4,859

 

 

 

 

Phoenix, AZ

 

 

608,917

 

 

 

3.5

%

 

 

95.8

%

 

 

1,691

 

 

 

3,291

 

 

 

 

Northern Virginia

 

 

588,876

 

 

 

3.4

%

 

 

95.8

%

 

 

2,570

 

 

 

1,888

 

 

 

 

Nashville, TN

 

 

582,071

 

 

 

3.4

%

 

 

96.0

%

 

 

1,653

 

 

 

4,375

 

 

 

 

Charleston, SC

 

 

454,652

 

 

 

2.6

%

 

 

95.5

%

 

 

1,842

 

 

 

3,168

 

 

 

 

Denver, CO

 

 

427,082

 

 

 

2.5

%

 

 

94.8

%

 

 

1,958

 

 

 

1,470

 

 

 

 

Fort Worth, TX

 

 

415,833

 

 

 

2.4

%

 

 

95.5

%

 

 

1,581

 

 

 

3,687

 

 

 

 

Jacksonville, FL

 

 

337,012

 

 

 

2.0

%

 

 

95.4

%

 

 

1,467

 

 

 

3,496

 

 

 

 

Kansas City, MO-KS

 

 

297,641

 

 

 

1.7

%

 

 

95.7

%

 

 

1,711

 

 

 

1,428

 

 

 

 

Richmond, VA

 

 

270,727

 

 

 

1.6

%

 

 

96.0

%

 

 

1,724

 

 

 

1,732

 

 

 

 

Fredericksburg, VA

 

 

263,504

 

 

 

1.5

%

 

 

95.7

%

 

 

1,970

 

 

 

1,435

 

 

 

 

Greenville, SC

 

 

253,679

 

 

 

1.5

%

 

 

95.2

%

 

 

1,372

 

 

 

2,354

 

 

 

 

Savannah, GA

 

 

236,109

 

 

 

1.4

%

 

 

95.1

%

 

 

1,686

 

 

 

1,837

 

 

 

 

Birmingham, AL

 

 

178,950

 

 

 

1.0

%

 

 

95.2

%

 

 

1,439

 

 

 

1,462

 

 

 

 

San Antonio, TX

 

 

175,740

 

 

 

1.0

%

 

 

95.6

%

 

 

1,316

 

 

 

1,504

 

 

 

 

All Other Markets by State (individual markets <1% gross real assets)

 

Tennessee

 

 

218,514

 

 

 

1.3

%

 

 

95.0

%

 

 

1,311

 

 

 

2,754

 

 

 

 

Florida

 

 

203,075

 

 

 

1.2

%

 

 

95.3

%

 

 

1,853

 

 

 

1,806

 

 

 

 

Alabama

 

 

192,932

 

 

 

1.1

%

 

 

94.5

%

 

 

1,346

 

 

 

1,648

 

 

 

 

Virginia

 

 

175,325

 

 

 

1.0

%

 

 

95.3

%

 

 

1,867

 

 

 

1,039

 

 

 

 

Kentucky

 

 

110,635

 

 

 

0.6

%

 

 

96.3

%

 

 

1,319

 

 

 

1,308

 

 

 

 

Utah

 

 

94,639

 

 

 

0.5

%

 

 

92.5

%

 

 

1,606

 

 

 

400

 

 

 

 

Maryland

 

 

86,687

 

 

 

0.5

%

 

 

95.6

%

 

 

2,373

 

 

 

361

 

 

 

 

Nevada

 

 

77,575

 

 

 

0.5

%

 

 

95.1

%

 

 

1,604

 

 

 

721

 

 

 

 

Stabilized Communities

 

$

16,182,864

 

 

 

94.0

%

 

 

95.5

%

 

$

1,683

 

 

 

100,729

 

 

 

 

Charlotte, NC

 

 

216,969

 

 

 

1.3

%

 

 

20.0

%

 

 

1,855

 

 

 

412

 

 

 

541

 

Phoenix, AZ

 

 

200,151

 

 

 

1.2

%

 

 

88.6

%

 

 

1,725

 

 

 

317

 

 

 

942

 

Tampa, FL

 

 

193,897

 

 

 

1.1

%

 

 

71.5

%

 

 

2,979

 

 

 

495

 

 

 

495

 

Raleigh/Durham, NC

 

 

143,024

 

 

 

0.8

%

 

 

48.3

%

 

 

1,744

 

 

 

406

 

 

 

406

 

Dallas, TX

 

 

107,097

 

 

 

0.6

%

 

 

89.1

%

 

 

1,652

 

 

 

386

 

 

 

386

 

Richmond, VA

 

 

69,250

 

 

 

0.4

%

 

 

 

 

 

 

 

 

 

 

 

306

 

Denver, CO

 

 

62,351

 

 

 

0.4

%

 

 

 

 

 

 

 

 

44

 

 

 

219

 

Charleston, SC

 

 

39,745

 

 

 

0.2

%

 

 

 

 

 

 

 

 

 

 

 

336

 

Lease-up / Development Communities

 

$

1,032,484

 

 

 

6.0

%

 

 

54.3

%

 

$

2,049

 

 

 

2,060

 

 

 

3,631

 

Total Multifamily Communities

 

$

17,215,348

 

 

 

100.0

%

 

 

94.5

%

 

$

1,690

 

 

 

102,789

 

 

 

104,360

 

(1)
Schedule excludes MAA's 35% ownership in a 269-unit joint venture property in Washington, D.C. As of March 31, 2026, the gross investment in real estate for this community was $83.5 million and includes a mortgage note payable of $52.0 million. For the three months ended March 31, 2026, this apartment community achieved NOI of $2.2 million.

Supplemental Data S-2

 


 

COMPONENTS OF NET OPERATING INCOME

Dollars in thousands

 

 

 

Three Months Ended

 

 

As of March 31, 2026

 

 

 

March 31, 2026

 

 

March 31, 2025

 

 

Percent
Change

 

 

Apartment Units

 

 

Gross Real Assets

 

Operating Revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Same Store Communities

 

$

516,980

 

 

$

518,827

 

 

 

-0.4

%

 

 

96,561

 

 

$

15,313,935

 

Non-Same Store Communities

 

 

22,050

 

 

 

21,239

 

 

 

 

 

 

4,168

 

 

 

868,929

 

Lease-up/Development Communities

 

 

7,732

 

 

 

2,459

 

 

 

 

 

 

2,060

 

 

 

1,032,484

 

Total Multifamily Portfolio

 

$

546,762

 

 

$

542,525

 

 

 

 

 

 

102,789

 

 

$

17,215,348

 

Commercial Property/Land

 

 

6,963

 

 

 

6,770

 

 

 

 

 

 

 

 

 

437,795

 

Total Operating Revenues

 

$

553,725

 

 

$

549,295

 

 

 

 

 

 

102,789

 

 

$

17,653,143

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Property Operating Expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Same Store Communities

 

$

188,284

 

 

$

185,911

 

 

 

1.3

%

 

 

 

 

 

 

Non-Same Store Communities

 

 

9,211

 

 

 

10,106

 

 

 

 

 

 

 

 

 

 

Lease-up/Development Communities

 

 

5,094

 

 

 

2,222

 

 

 

 

 

 

 

 

 

 

Total Multifamily Portfolio

 

$

202,589

 

 

$

198,239

 

 

 

 

 

 

 

 

 

 

Commercial Property/Land

 

 

2,983

 

 

 

3,114

 

 

 

 

 

 

 

 

 

 

Total Property Operating Expenses

 

$

205,572

 

 

$

201,353

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Net Operating Income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Same Store Communities

 

$

328,696

 

 

$

332,916

 

 

 

-1.3

%

 

 

 

 

 

 

Non-Same Store Communities

 

 

12,839

 

 

 

11,133

 

 

 

 

 

 

 

 

 

 

Lease-up/Development Communities

 

 

2,638

 

 

 

237

 

 

 

 

 

 

 

 

 

 

Total Multifamily Portfolio

 

$

344,173

 

 

$

344,286

 

 

 

 

 

 

 

 

 

 

Commercial Property/Land

 

 

3,980

 

 

 

3,656

 

 

 

 

 

 

 

 

 

 

Total Net Operating Income

 

$

348,153

 

 

$

347,942

 

 

 

0.1

%

 

 

 

 

 

 

 

COMPONENTS OF SAME STORE PORTFOLIO PROPERTY OPERATING EXPENSES

Dollars in thousands

 

 

 

Three Months Ended

 

 

 

March 31, 2026

 

 

March 31, 2025

 

 

Percent Change

 

Property Taxes

 

$

64,935

 

 

$

63,188

 

 

 

2.8

%

Personnel

 

 

41,858

 

 

 

41,561

 

 

 

0.7

%

Utilities

 

 

34,985

 

 

 

33,853

 

 

 

3.3

%

Building Repair and Maintenance

 

 

24,196

 

 

 

23,871

 

 

 

1.4

%

Office Operations

 

 

7,675

 

 

 

8,185

 

 

 

(6.2

)%

Insurance

 

 

7,754

 

 

 

8,442

 

 

 

(8.1

)%

Marketing

 

 

6,881

 

 

 

6,811

 

 

 

1.0

%

Total Property Operating Expenses

 

$

188,284

 

 

$

185,911

 

 

 

1.3

%

 

Supplemental Data S-3

 


 

MULTIFAMILY SAME STORE PORTFOLIO NOI CONTRIBUTION PERCENTAGE

 

 

 

 

 

 

 

 

 

Average Physical Occupancy

 

 

 

 

 

 

Percent of

 

 

Three Months Ended

 

 

 

Apartment Units

 

 

Same Store NOI

 

 

March 31, 2026

 

 

March 31, 2025

 

Atlanta, GA

 

 

11,434

 

 

 

12.2

%

 

 

95.6

%

 

 

95.4

%

Dallas, TX

 

 

9,523

 

 

 

9.4

%

 

 

95.1

%

 

 

95.2

%

Orlando, FL

 

 

5,907

 

 

 

7.3

%

 

 

95.8

%

 

 

95.6

%

Tampa, FL

 

 

5,416

 

 

 

7.1

%

 

 

96.1

%

 

 

96.1

%

Charlotte, NC

 

 

5,707

 

 

 

6.2

%

 

 

95.8

%

 

 

95.9

%

Austin, TX

 

 

7,179

 

 

 

5.6

%

 

 

95.2

%

 

 

95.0

%

Raleigh/Durham, NC

 

 

5,156

 

 

 

5.1

%

 

 

95.0

%

 

 

95.6

%

Nashville, TN

 

 

4,375

 

 

 

4.8

%

 

 

95.8

%

 

 

95.8

%

Phoenix, AZ

 

 

3,291

 

 

 

3.9

%

 

 

96.2

%

 

 

95.6

%

Charleston, SC

 

 

3,168

 

 

 

3.8

%

 

 

95.6

%

 

 

95.6

%

Houston, TX

 

 

4,859

 

 

 

3.8

%

 

 

96.0

%

 

 

95.5

%

Fort Worth, TX

 

 

3,687

 

 

 

3.7

%

 

 

95.4

%

 

 

95.0

%

Northern Virginia

 

 

1,888

 

 

 

3.2

%

 

 

95.8

%

 

 

96.7

%

Jacksonville, FL

 

 

3,496

 

 

 

2.8

%

 

 

95.1

%

 

 

95.9

%

Greenville, SC

 

 

2,354

 

 

 

2.1

%

 

 

95.7

%

 

 

95.9

%

Richmond, VA

 

 

1,732

 

 

 

2.0

%

 

 

95.9

%

 

 

96.2

%

Fredericksburg, VA

 

 

1,435

 

 

 

1.9

%

 

 

95.8

%

 

 

97.0

%

Savannah, GA

 

 

1,837

 

 

 

1.9

%

 

 

95.3

%

 

 

95.3

%

Denver, CO

 

 

1,118

 

 

 

1.3

%

 

 

94.4

%

 

 

94.8

%

Birmingham, AL

 

 

1,462

 

 

 

1.2

%

 

 

95.4

%

 

 

96.3

%

Kansas City, MO-KS

 

 

1,110

 

 

 

1.2

%

 

 

95.4

%

 

 

95.1

%

San Antonio, TX

 

 

1,504

 

 

 

1.1

%

 

 

94.8

%

 

 

95.2

%

Memphis, TN

 

 

1,193

 

 

 

1.1

%

 

 

95.5

%

 

 

94.9

%

Huntsville, AL

 

 

1,228

 

 

 

0.9

%

 

 

92.8

%

 

 

94.6

%

Other

 

 

6,502

 

 

 

6.4

%

 

 

95.5

%

 

 

95.4

%

Total Same Store

 

 

96,561

 

 

 

100.0

%

 

 

95.5

%

 

 

95.6

%

 

 

Supplemental Data S-4

 


 

MULTIFAMILY SAME STORE PORTFOLIO QUARTER OVER QUARTER COMPARISONS

Dollars in thousands, except Average Effective Rent per Unit

 

 

 

 

 

Revenues

 

 

Expenses

 

 

NOI

 

 

Average Effective Rent per Unit

 

 

 

Units

 

 

Q1 2026

 

 

Q1 2025

 

 

% Chg

 

 

Q1 2026

 

 

Q1 2025

 

 

% Chg

 

 

Q1 2026

 

 

Q1 2025

 

 

% Chg

 

 

Q1 2026

 

 

Q1 2025

 

 

% Chg

 

Atlanta, GA

 

 

11,434

 

 

$

64,385

 

 

$

64,628

 

 

 

(0.4

)%

 

$

24,322

 

 

$

23,121

 

 

 

5.2

%

 

$

40,063

 

 

$

41,507

 

 

 

(3.5

)%

 

$

1,787

 

 

$

1,793

 

 

 

(0.3

)%

Dallas, TX

 

 

9,523

 

 

 

50,285

 

 

 

50,001

 

 

 

0.6

%

 

 

19,505

 

 

 

20,194

 

 

 

(3.4

)%

 

 

30,780

 

 

 

29,807

 

 

 

3.3

%

 

 

1,677

 

 

 

1,666

 

 

 

0.7

%

Orlando, FL

 

 

5,907

 

 

 

36,762

 

 

 

36,958

 

 

 

(0.5

)%

 

 

12,858

 

 

 

13,190

 

 

 

(2.5

)%

 

 

23,904

 

 

 

23,768

 

 

 

0.6

%

 

 

1,978

 

 

 

1,985

 

 

 

(0.4

)%

Tampa, FL

 

 

5,416

 

 

 

35,791

 

 

 

35,984

 

 

 

(0.5

)%

 

 

12,371

 

 

 

12,630

 

 

 

(2.1

)%

 

 

23,420

 

 

 

23,354

 

 

 

0.3

%

 

 

2,083

 

 

 

2,091

 

 

 

(0.4

)%

Charlotte, NC

 

 

5,707

 

 

 

29,566

 

 

 

29,908

 

 

 

(1.1

)%

 

 

9,031

 

 

 

9,024

 

 

 

0.1

%

 

 

20,535

 

 

 

20,884

 

 

 

(1.7

)%

 

 

1,644

 

 

 

1,656

 

 

 

(0.7

)%

Austin, TX

 

 

7,179

 

 

 

34,332

 

 

 

35,579

 

 

 

(3.5

)%

 

 

15,871

 

 

 

15,381

 

 

 

3.2

%

 

 

18,461

 

 

 

20,198

 

 

 

(8.6

)%

 

 

1,472

 

 

 

1,547

 

 

 

(4.9

)%

Raleigh/Durham, NC

 

 

5,156

 

 

 

24,990

 

 

 

25,418

 

 

 

(1.7

)%

 

 

8,081

 

 

 

8,117

 

 

 

(0.4

)%

 

 

16,909

 

 

 

17,301

 

 

 

(2.3

)%

 

 

1,515

 

 

 

1,532

 

 

 

(1.1

)%

Nashville, TN

 

 

4,375

 

 

 

23,029

 

 

 

23,370

 

 

 

(1.5

)%

 

 

7,340

 

 

 

7,699

 

 

 

(4.7

)%

 

 

15,689

 

 

 

15,671

 

 

 

0.1

%

 

 

1,653

 

 

 

1,675

 

 

 

(1.3

)%

Phoenix, AZ

 

 

3,291

 

 

 

17,932

 

 

 

17,899

 

 

 

0.2

%

 

 

5,176

 

 

 

4,978

 

 

 

4.0

%

 

 

12,756

 

 

 

12,921

 

 

 

(1.3

)%

 

 

1,691

 

 

 

1,718

 

 

 

(1.6

)%

Charleston, SC

 

 

3,168

 

 

 

18,413

 

 

 

18,121

 

 

 

1.6

%

 

 

5,912

 

 

 

5,820

 

 

 

1.6

%

 

 

12,501

 

 

 

12,301

 

 

 

1.6

%

 

 

1,842

 

 

 

1,817

 

 

 

1.4

%

Houston, TX

 

 

4,859

 

 

 

22,781

 

 

 

22,549

 

 

 

1.0

%

 

 

10,398

 

 

 

10,036

 

 

 

3.6

%

 

 

12,383

 

 

 

12,513

 

 

 

(1.0

)%

 

 

1,455

 

 

 

1,444

 

 

 

0.7

%

Fort Worth, TX

 

 

3,687

 

 

 

19,370

 

 

 

19,284

 

 

 

0.4

%

 

 

7,254

 

 

 

6,593

 

 

 

10.0

%

 

 

12,116

 

 

 

12,691

 

 

 

(4.5

)%

 

 

1,581

 

 

 

1,580

 

 

 

0.0

%

Northern Virginia

 

 

1,888

 

 

 

15,104

 

 

 

14,918

 

 

 

1.2

%

 

 

4,617

 

 

 

4,544

 

 

 

1.6

%

 

 

10,487

 

 

 

10,374

 

 

 

1.1

%

 

 

2,570

 

 

 

2,513

 

 

 

2.3

%

Jacksonville, FL

 

 

3,496

 

 

 

15,534

 

 

 

15,970

 

 

 

(2.7

)%

 

 

6,171

 

 

 

6,063

 

 

 

1.8

%

 

 

9,363

 

 

 

9,907

 

 

 

(5.5

)%

 

 

1,467

 

 

 

1,486

 

 

 

(1.3

)%

Greenville, SC

 

 

2,354

 

 

 

10,673

 

 

 

10,426

 

 

 

2.4

%

 

 

3,785

 

 

 

3,798

 

 

 

(0.3

)%

 

 

6,888

 

 

 

6,628

 

 

 

3.9

%

 

 

1,372

 

 

 

1,336

 

 

 

2.7

%

Richmond, VA

 

 

1,732

 

 

 

9,423

 

 

 

9,065

 

 

 

3.9

%

 

 

2,918

 

 

 

2,873

 

 

 

1.6

%

 

 

6,505

 

 

 

6,192

 

 

 

5.1

%

 

 

1,724

 

 

 

1,680

 

 

 

2.6

%

Fredericksburg, VA

 

 

1,435

 

 

 

9,013

 

 

 

8,863

 

 

 

1.7

%

 

 

2,662

 

 

 

2,557

 

 

 

4.1

%

 

 

6,351

 

 

 

6,306

 

 

 

0.7

%

 

 

1,970

 

 

 

1,909

 

 

 

3.2

%

Savannah, GA

 

 

1,837

 

 

 

9,977

 

 

 

10,109

 

 

 

(1.3

)%

 

 

3,791

 

 

 

3,543

 

 

 

7.0

%

 

 

6,186

 

 

 

6,566

 

 

 

(5.8

)%

 

 

1,686

 

 

 

1,705

 

 

 

(1.1

)%

Denver, CO

 

 

1,118

 

 

 

6,536

 

 

 

6,934

 

 

 

(5.7

)%

 

 

2,274

 

 

 

2,030

 

 

 

12.0

%

 

 

4,262

 

 

 

4,904

 

 

 

(13.1

)%

 

 

1,903

 

 

 

1,951

 

 

 

(2.4

)%

Birmingham, AL

 

 

1,462

 

 

 

6,950

 

 

 

6,882

 

 

 

1.0

%

 

 

2,831

 

 

 

2,708

 

 

 

4.5

%

 

 

4,119

 

 

 

4,174

 

 

 

(1.3

)%

 

 

1,439

 

 

 

1,403

 

 

 

2.6

%

Kansas City, MO-KS

 

 

1,110

 

 

 

5,932

 

 

 

5,737

 

 

 

3.4

%

 

 

2,112

 

 

 

2,074

 

 

 

1.8

%

 

 

3,820

 

 

 

3,663

 

 

 

4.3

%

 

 

1,684

 

 

 

1,638

 

 

 

2.8

%

San Antonio, TX

 

 

1,504

 

 

 

6,328

 

 

 

6,521

 

 

 

(3.0

)%

 

 

2,745

 

 

 

2,551

 

 

 

7.6

%

 

 

3,583

 

 

 

3,970

 

 

 

(9.7

)%

 

 

1,316

 

 

 

1,354

 

 

 

(2.8

)%

Memphis, TN

 

 

1,193

 

 

 

5,399

 

 

 

5,405

 

 

 

(0.1

)%

 

 

1,877

 

 

 

2,238

 

 

 

(16.1

)%

 

 

3,522

 

 

 

3,167

 

 

 

11.2

%

 

 

1,414

 

 

 

1,433

 

 

 

(1.3

)%

Huntsville, AL

 

 

1,228

 

 

 

5,056

 

 

 

5,277

 

 

 

(4.2

)%

 

 

2,107

 

 

 

1,905

 

 

 

10.6

%

 

 

2,949

 

 

 

3,372

 

 

 

(12.5

)%

 

 

1,254

 

 

 

1,286

 

 

 

(2.5

)%

Other

 

 

6,502

 

 

 

33,419

 

 

 

33,021

 

 

 

1.2

%

 

 

12,275

 

 

 

12,244

 

 

 

0.3

%

 

 

21,144

 

 

 

20,777

 

 

 

1.8

%

 

 

1,637

 

 

 

1,616

 

 

 

1.3

%

Total Same Store

 

 

96,561

 

 

$

516,980

 

 

$

518,827

 

 

 

(0.4

)%

 

$

188,284

 

 

$

185,911

 

 

 

1.3

%

 

$

328,696

 

 

$

332,916

 

 

 

(1.3

)%

 

$

1,685

 

 

$

1,690

 

 

 

(0.3

)%

 

Supplemental Data S-5

 


 

MULTIFAMILY SAME STORE PORTFOLIO SEQUENTIAL QUARTER COMPARISONS

Dollars in thousands, except Average Effective Rent per Unit

 

 

 

 

 

Revenues

 

 

Expenses

 

 

NOI

 

 

Average Effective Rent per Unit

 

 

 

Units

 

 

Q1 2026

 

 

Q4 2025

 

 

% Chg

 

 

Q1 2026

 

 

Q4 2025

 

 

% Chg

 

 

Q1 2026

 

 

Q4 2025

 

 

% Chg

 

 

Q1 2026

 

 

Q4 2025

 

 

% Chg

 

Atlanta, GA

 

 

11,434

 

 

$

64,385

 

 

$

64,566

 

 

 

(0.3

)%

 

$

24,322

 

 

$

25,023

 

 

 

(2.8

)%

 

$

40,063

 

 

$

39,543

 

 

 

1.3

%

 

$

1,787

 

 

$

1,788

 

 

 

(0.1

)%

Dallas, TX

 

 

9,523

 

 

 

50,285

 

 

 

50,226

 

 

 

0.1

%

 

 

19,505

 

 

 

20,376

 

 

 

(4.3

)%

 

 

30,780

 

 

 

29,850

 

 

 

3.1

%

 

 

1,677

 

 

 

1,673

 

 

 

0.3

%

Orlando, FL

 

 

5,907

 

 

 

36,762

 

 

 

36,976

 

 

 

(0.6

)%

 

 

12,858

 

 

 

12,203

 

 

 

5.4

%

 

 

23,904

 

 

 

24,773

 

 

 

(3.5

)%

 

 

1,978

 

 

 

1,980

 

 

 

(0.1

)%

Tampa, FL

 

 

5,416

 

 

 

35,791

 

 

 

35,893

 

 

 

(0.3

)%

 

 

12,371

 

 

 

12,625

 

 

 

(2.0

)%

 

 

23,420

 

 

 

23,268

 

 

 

0.7

%

 

 

2,083

 

 

 

2,091

 

 

 

(0.4

)%

Charlotte, NC

 

 

5,707

 

 

 

29,566

 

 

 

29,838

 

 

 

(0.9

)%

 

 

9,031

 

 

 

9,292

 

 

 

(2.8

)%

 

 

20,535

 

 

 

20,546

 

 

 

(0.1

)%

 

 

1,644

 

 

 

1,649

 

 

 

(0.3

)%

Austin, TX

 

 

7,179

 

 

 

34,332

 

 

 

34,556

 

 

 

(0.6

)%

 

 

15,871

 

 

 

16,707

 

 

 

(5.0

)%

 

 

18,461

 

 

 

17,849

 

 

 

3.4

%

 

 

1,472

 

 

 

1,481

 

 

 

(0.6

)%

Raleigh/Durham, NC

 

 

5,156

 

 

 

24,990

 

 

 

25,244

 

 

 

(1.0

)%

 

 

8,081

 

 

 

8,251

 

 

 

(2.1

)%

 

 

16,909

 

 

 

16,993

 

 

 

(0.5

)%

 

 

1,515

 

 

 

1,519

 

 

 

(0.3

)%

Nashville, TN

 

 

4,375

 

 

 

23,029

 

 

 

23,125

 

 

 

(0.4

)%

 

 

7,340

 

 

 

7,446

 

 

 

(1.4

)%

 

 

15,689

 

 

 

15,679

 

 

 

0.1

%

 

 

1,653

 

 

 

1,660

 

 

 

(0.4

)%

Phoenix, AZ

 

 

3,291

 

 

 

17,932

 

 

 

17,911

 

 

 

0.1

%

 

 

5,176

 

 

 

4,949

 

 

 

4.6

%

 

 

12,756

 

 

 

12,962

 

 

 

(1.6

)%

 

 

1,691

 

 

 

1,697

 

 

 

(0.4

)%

Charleston, SC

 

 

3,168

 

 

 

18,413

 

 

 

18,484

 

 

 

(0.4

)%

 

 

5,912

 

 

 

5,755

 

 

 

2.7

%

 

 

12,501

 

 

 

12,729

 

 

 

(1.8

)%

 

 

1,842

 

 

 

1,843

 

 

 

(0.0

)%

Houston, TX

 

 

4,859

 

 

 

22,781

 

 

 

22,796

 

 

 

(0.1

)%

 

 

10,398

 

 

 

10,255

 

 

 

1.4

%

 

 

12,383

 

 

 

12,541

 

 

 

(1.3

)%

 

 

1,455

 

 

 

1,454

 

 

 

0.0

%

Fort Worth, TX

 

 

3,687

 

 

 

19,370

 

 

 

19,309

 

 

 

0.3

%

 

 

7,254

 

 

 

8,173

 

 

 

(11.2

)%

 

 

12,116

 

 

 

11,136

 

 

 

8.8

%

 

 

1,581

 

 

 

1,580

 

 

 

0.0

%

Northern Virginia

 

 

1,888

 

 

 

15,104

 

 

 

15,132

 

 

 

(0.2

)%

 

 

4,617

 

 

 

4,410

 

 

 

4.7

%

 

 

10,487

 

 

 

10,722

 

 

 

(2.2

)%

 

 

2,570

 

 

 

2,575

 

 

 

(0.2

)%

Jacksonville, FL

 

 

3,496

 

 

 

15,534

 

 

 

15,671

 

 

 

(0.9

)%

 

 

6,171

 

 

 

6,026

 

 

 

2.4

%

 

 

9,363

 

 

 

9,645

 

 

 

(2.9

)%

 

 

1,467

 

 

 

1,469

 

 

 

(0.1

)%

Greenville, SC

 

 

2,354

 

 

 

10,673

 

 

 

10,673

 

 

 

 

 

 

3,785

 

 

 

3,631

 

 

 

4.2

%

 

 

6,888

 

 

 

7,042

 

 

 

(2.2

)%

 

 

1,372

 

 

 

1,368

 

 

 

0.3

%

Richmond, VA

 

 

1,732

 

 

 

9,423

 

 

 

9,407

 

 

 

0.2

%

 

 

2,918

 

 

 

2,813

 

 

 

3.7

%

 

 

6,505

 

 

 

6,594

 

 

 

(1.3

)%

 

 

1,724

 

 

 

1,717

 

 

 

0.4

%

Fredericksburg, VA

 

 

1,435

 

 

 

9,013

 

 

 

8,924

 

 

 

1.0

%

 

 

2,662

 

 

 

2,564

 

 

 

3.8

%

 

 

6,351

 

 

 

6,360

 

 

 

(0.1

)%

 

 

1,970

 

 

 

1,962

 

 

 

0.4

%

Savannah, GA

 

 

1,837

 

 

 

9,977

 

 

 

10,051

 

 

 

(0.7

)%

 

 

3,791

 

 

 

3,578

 

 

 

6.0

%

 

 

6,186

 

 

 

6,473

 

 

 

(4.4

)%

 

 

1,686

 

 

 

1,697

 

 

 

(0.6

)%

Denver, CO

 

 

1,118

 

 

 

6,536

 

 

 

6,708

 

 

 

(2.6

)%

 

 

2,274

 

 

 

1,993

 

 

 

14.1

%

 

 

4,262

 

 

 

4,715

 

 

 

(9.6

)%

 

 

1,903

 

 

 

1,918

 

 

 

(0.7

)%

Birmingham, AL

 

 

1,462

 

 

 

6,950

 

 

 

6,935

 

 

 

0.2

%

 

 

2,831

 

 

 

2,689

 

 

 

5.3

%

 

 

4,119

 

 

 

4,246

 

 

 

(3.0

)%

 

 

1,439

 

 

 

1,440

 

 

 

(0.0

)%

Kansas City, MO-KS

 

 

1,110

 

 

 

5,932

 

 

 

5,936

 

 

 

(0.1

)%

 

 

2,112

 

 

 

2,187

 

 

 

(3.4

)%

 

 

3,820

 

 

 

3,749

 

 

 

1.9

%

 

 

1,684

 

 

 

1,679

 

 

 

0.3

%

San Antonio, TX

 

 

1,504

 

 

 

6,328

 

 

 

6,307

 

 

 

0.3

%

 

 

2,745

 

 

 

2,537

 

 

 

8.2

%

 

 

3,583

 

 

 

3,770

 

 

 

(5.0

)%

 

 

1,316

 

 

 

1,323

 

 

 

(0.6

)%

Memphis, TN

 

 

1,193

 

 

 

5,399

 

 

 

5,353

 

 

 

0.9

%

 

 

1,877

 

 

 

1,883

 

 

 

(0.3

)%

 

 

3,522

 

 

 

3,470

 

 

 

1.5

%

 

 

1,414

 

 

 

1,416

 

 

 

(0.1

)%

Huntsville, AL

 

 

1,228

 

 

 

5,056

 

 

 

5,065

 

 

 

(0.2

)%

 

 

2,107

 

 

 

1,954

 

 

 

7.8

%

 

 

2,949

 

 

 

3,111

 

 

 

(5.2

)%

 

 

1,254

 

 

 

1,263

 

 

 

(0.7

)%

Other

 

 

6,502

 

 

 

33,419

 

 

 

33,554

 

 

 

(0.4

)%

 

 

12,275

 

 

 

11,664

 

 

 

5.2

%

 

 

21,144

 

 

 

21,890

 

 

 

(3.4

)%

 

 

1,637

 

 

 

1,636

 

 

 

0.1

%

Total Same Store

 

 

96,561

 

 

$

516,980

 

 

$

518,640

 

 

 

(0.3

)%

 

$

188,284

 

 

$

188,984

 

 

 

(0.4

)%

 

$

328,696

 

 

$

329,656

 

 

 

(0.3

)%

 

$

1,685

 

 

$

1,688

 

 

 

(0.1

)%

 

Supplemental Data S-6

 


 

MULTIFAMILY DEVELOPMENT PIPELINE

 

 

 

 

 

Units as of

 

Development Costs as of

 

 

 

 

 

 

 

 

 

 

 

 

March 31, 2026

 

March 31, 2026

 

 

 

Expected

 

 

 

 

 

 

 

 

 

 

Expected

 

Costs

 

Expected

 

Start

 

Initial

 

 

 

 

 

 

Market

 

Total

 

Delivered

 

Leased

 

Total

 

to Date

 

Remaining

 

Date

 

Occupancy

 

Completion

 

Stabilization (1)

MAA Plaza Midwood (2)

 

Charlotte, NC

 

 

302

 

 

173

 

 

42

 

$

101,500

 

$

93,281

 

$

8,219

 

2Q24

 

4Q25

 

3Q26

 

3Q27

MAA Milepost 35 II

 

Denver, CO

 

 

219

 

 

44

 

 

24

 

 

78,000

 

 

62,351

 

 

15,649

 

4Q24

 

2Q26

 

4Q26

 

4Q27

Modera Chandler (2)

 

Phoenix, AZ

 

 

345

 

 

 

 

 

 

117,500

 

 

86,183

 

 

31,317

 

2Q24

 

2Q26

 

4Q26

 

4Q27

MAA Rove

 

Richmond, VA

 

 

306

 

 

 

 

 

 

99,500

 

 

69,250

 

 

30,250

 

3Q24

 

1Q27

 

3Q27

 

1Q28

MAA Point Hope (2)

 

Charleston, SC

 

 

336

 

 

 

 

 

 

91,000

 

 

39,745

 

 

51,255

 

2Q25

 

1Q27

 

1Q28

 

3Q28

MAA One Scottsdale

 

Phoenix, AZ

 

 

280

 

 

 

 

 

 

135,000

 

 

37,469

 

 

97,531

 

4Q25

 

1Q28

 

3Q28

 

2Q29

Total Active

 

 

 

 

1,788

 

 

217

 

 

66

 

$

622,500

 

$

388,279

 

$

234,221

 

 

 

 

 

 

 

 

(1)
Communities are considered stabilized when achieving 90% average physical occupancy for 90 days.
(2)
MAA owns 95% of the joint venture that owns this property.

 

MULTIFAMILY LEASE-UP COMMUNITIES

 

 

 

As of March 31, 2026

 

 

 

 

 

 

 

Market

 

Total Units

 

 

Physical Occupancy

 

Costs to Date

 

 

Construction Completed

 

Expected Stabilization (1)

MAA Val Vista

 

Phoenix, AZ

 

317

 

 

88.6%

 

$

76,500

 

 

4Q24

 

2Q26

MAA Cathedral Arts

 

Dallas, TX

 

386

 

 

89.1%

 

 

107,097

 

 

(2)

 

2Q26

MAA Nixie

 

Raleigh/Durham, NC

 

406

 

 

48.3%

 

 

143,024

 

 

3Q25

 

4Q26

MAA Liberty Row (3)

 

Charlotte, NC

 

239

 

 

35.1%

 

 

112,635

 

(4)

1Q26

 

4Q26

MAA Breakwater

 

Tampa, FL

 

495

 

 

71.5%

 

 

193,897

 

 

1Q26

 

1Q27

Total

 

 

 

 

1,843

 

 

68.3%

 

$

633,153

 

 

 

 

 

(1)
Communities are considered stabilized when achieving 90% average physical occupancy for 90 days.
(2)
Property was acquired while in lease-up; construction was complete prior to acquisition by MAA.
(3)
In July 2024, MAA agreed to finance the third party development of this property. MAA has the option to purchase the property once it is stabilized.
(4)
Represents the cost to MAA, net of the $9.6 million non-equity contribution from the third party developer.

 

MULTIFAMILY INTERIOR REDEVELOPMENT, WIFI RETROFIT AND PROPERTY REPOSITIONING ACTIVITY

Dollars in thousands, except per unit data

Three months ended March 31, 2026

 

 

Program

 

Units Completed

 

 

Redevelopment Spend

 

 

Average Cost per Unit

 

 

Increase in Average Effective Rent per Unit

 

 

Increase in Average Effective Rent per Unit

 

Estimated Units Remaining in Pipeline

Interior Redevelopment

 

 

1,386

 

 

$

7,349

 

 

$

5,302

 

 

$

104

 

 

7.5%

 

9,000 - 12,000

During the first quarter of 2026, MAA continued its WiFi Retrofit program and its Property Repositioning program to upgrade and reposition the amenity and common areas at select apartment communities for higher and above market rent growth after projects are completed and units are fully repriced. MAA spent $1.6 million on its WiFi Retrofit program and $2.3 million on its Property Repositioning program during the three months ended March 31, 2026.

Supplemental Data S-7

 


 

 

2026 ACQUISITION ACTIVITY AS OF MARCH 31, 2026

 

Land Acquisitions

 

Market

 

Closing Date

Modera Silver (1)

 

Northern Virginia

 

Jan-26

MAA Sevilla (2)

 

Kansas City, MO-KS

 

Feb-26

(1)
Represents a pre-purchase multifamily development. MAA owns 95% of the joint venture that owns this property and plans future development of a 287-unit multifamily apartment community at the property.
(2)
Represents a pre-purchase multifamily development. MAA owns 95% of the joint venture that owns this property. Construction of this development commenced in April 2026.

 

2026 DISPOSITION ACTIVITY AS OF MARCH 31, 2026

 

Multifamily Dispositions

 

Market

 

Apartment Units

 

Closing Date

MAA Greenwood Forrest

 

Houston, TX

 

316

 

Feb-26

 

 

 

 

 

 

 

 

DEBT AND DEBT COVENANTS AS OF MARCH 31, 2026

Dollars in thousands

DEBT SUMMARIES

 

 

 

 

 

 

 

 

 

 

 

 

Fixed Rate Versus Floating Rate Debt

 

Balance

 

 

Percent of Total

 

 

Effective Interest Rate

 

 

Average Years to Rate Maturity

 

Fixed rate debt

 

$

4,929,220

 

 

 

87.1

%

 

 

3.8

%

 

 

7.0

 

Floating rate debt

 

 

727,300

 

 

 

12.9

%

 

 

4.1

%

 

 

0.1

 

Total

 

$

5,656,520

 

 

 

100.0

%

 

 

3.9

%

 

 

6.1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unsecured Versus Secured Debt

 

Balance

 

 

Percent of Total

 

 

Effective Interest Rate

 

 

Average Years to Contract Maturity

 

Unsecured debt

 

$

5,296,096

 

 

 

93.6

%

 

 

3.8

%

 

 

5.0

 

Secured debt

 

 

360,424

 

 

 

6.4

%

 

 

4.4

%

 

 

22.8

 

Total

 

$

5,656,520

 

 

 

100.0

%

 

 

3.9

%

 

 

6.1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unencumbered Versus Encumbered Assets

 

Total Cost

 

 

Percent of Total

 

 

Q1 2026 NOI

 

 

Percent of Total

 

Unencumbered gross assets

 

$

17,300,514

 

 

 

95.6

%

 

$

333,844

 

 

 

95.9

%

Encumbered gross assets

 

 

788,531

 

 

 

4.4

%

 

 

14,309

 

 

 

4.1

%

Total

 

$

18,089,045

 

 

 

100.0

%

 

$

348,153

 

 

 

100.0

%

FIXED INTEREST RATE MATURITIES

Maturity

 

Fixed Rate Debt

 

 

 

Effective Interest Rate

 

2026

 

$

299,708

 

 

 

 

1.2

%

2027

 

 

599,104

 

 

 

 

3.7

%

2028

 

 

398,671

 

 

 

 

4.2

%

2029

 

 

554,451

 

 

 

 

3.7

%

2030

 

 

298,658

 

 

 

 

3.1

%

2031

 

 

447,123

 

 

 

 

1.8

%

2032

 

 

395,615

 

 

 

 

5.4

%

2033

 

 

592,758

 

 

 

 

4.7

%

2034

 

 

344,648

 

 

 

 

5.1

%

2035

 

 

344,499

 

 

 

 

5.1

%

Thereafter

 

 

653,985

 

 

 

 

3.8

%

Total

 

$

4,929,220

 

 

 

 

3.8

%

 

 

 

 

 

 

Supplemental Data S-8

 


 

DEBT AND DEBT COVENANTS AS OF MARCH 31, 2026 (CONTINUED)

Dollars in thousands

DEBT MATURITIES OF OUTSTANDING BALANCES

Maturity

 

Commercial Paper ⁽¹⁾ & Revolving Credit Facility ⁽²⁾

 

 

Public Bonds

 

 

Secured

 

 

Total

 

2026

 

$

727,300

 

 

$

299,708

 

 

$

 

 

$

1,027,008

 

2027

 

 

 

 

 

599,104

 

 

 

 

 

 

599,104

 

2028

 

 

 

 

 

398,671

 

 

 

 

 

 

398,671

 

2029

 

 

 

 

 

554,451

 

 

 

 

 

 

554,451

 

2030

 

 

 

 

 

298,658

 

 

 

 

 

 

298,658

 

2031

 

 

 

 

 

447,123

 

 

 

 

 

 

447,123

 

2032

 

 

 

 

 

395,615

 

 

 

 

 

 

395,615

 

2033

 

 

 

 

 

592,758

 

 

 

 

 

 

592,758

 

2034

 

 

 

 

 

344,648

 

 

 

 

 

 

344,648

 

2035

 

 

 

 

 

344,499

 

 

 

 

 

 

344,499

 

Thereafter

 

 

 

 

 

293,561

 

 

 

360,424

 

 

 

653,985

 

Total

 

$

727,300

 

 

$

4,568,796

 

 

$

360,424

 

 

$

5,656,520

 

(1)
The $727.3 million maturing in 2026 reflects the principal outstanding under MAALP’s unsecured commercial paper program as of March 31, 2026. Under the terms of the program, MAALP may issue up to a maximum aggregate amount outstanding at any time of $750.0 million. For the three months ended March 31, 2026, average daily borrowings outstanding under the commercial paper program were $682.1 million.
(2)
There were no borrowings outstanding under MAALP’s $1.5 billion unsecured revolving credit facility as of March 31, 2026. The facility has a maturity date of January 2030 with two six-month extension options.

DEBT COVENANT ANALYSIS (1)

Bond Covenants

 

Required

 

Actual

 

Compliance

Total debt to adjusted total assets

 

60% or less

 

31.3%

 

Yes

Total secured debt to adjusted total assets

 

40% or less

 

2.0%

 

Yes

Consolidated income available for debt service to total annual debt service charge

 

1.5x or greater for trailing 4 quarters

 

5.9x

 

Yes

Total unencumbered assets to total unsecured debt

 

Greater than 150%

 

317.1%

 

Yes

 

 

 

 

 

 

 

Bank Covenants

 

Required

 

Actual

 

Compliance

Total debt to total capitalized asset value

 

60% or less

 

23.8%

 

Yes

Total secured debt to total capitalized asset value

 

40% or less

 

1.6%

 

Yes

Total adjusted EBITDA to fixed charges

 

1.5x or greater for trailing 4 quarters

 

6.3x

 

Yes

Total unsecured debt to total unsecured capitalized asset value

 

60% or less

 

23.1%

 

Yes

(1)
The calculations of the Bond Covenants and Bank Covenants are specifically defined in MAALP’s debt agreements, which have been filed by MAA and MAALP with the SEC.

 

 

 

 

 

 

 

 

 

Supplemental Data S-9

 


 

2026 GUIDANCE

MAA provides guidance on expected Core FFO per diluted Share and Core AFFO per diluted Share, which are non-GAAP financial measures, along with guidance for expected Earnings per diluted common share. A reconciliation of expected Earnings per diluted common share to expected Core FFO per diluted Share and Core AFFO per diluted Share is provided below. The guidance projections provided below are based on current expectations and are forward-looking statements.

 

 

Full Year 2026

Earnings:

 

Range

 

Midpoint

Earnings per common share - diluted

 

$4.18 to $4.50

 

$4.34

Core FFO per Share - diluted

 

$8.37 to $8.69

 

$8.53

Core AFFO per Share - diluted

 

$7.34 to $7.66

 

$7.50

 

 

 

 

 

MAA Same Store Portfolio:

 

 

 

 

Number of units

 

96,561

 

96,561

Average physical occupancy

 

95.35% to 95.85%

 

95.60%

Property revenue growth

 

-0.20% to 1.30%

 

0.55%

Effective rent growth

 

-0.15% to 0.85%

 

0.35%

Property operating expense growth

 

1.90% to 3.40%

 

2.65%

NOI growth

 

-1.70% to 0.30%

 

-0.70%

Real estate tax expense growth

 

1.25% to 3.25%

 

2.25%

 

 

 

 

 

Corporate Expenses: ($ in millions)

 

 

 

 

Property management expenses

 

$77.5 to $79.5

 

$78.5

General and administrative expenses

 

$56.5 to $58.5

 

$57.5

Total overhead

 

$134.0 to $138.0

 

$136.0

 

 

 

 

 

Transaction/Investment Volume: ($ in millions)

 

 

 

 

Multifamily acquisition volume

 

$150.0 to $250.0

 

$200.0

Multifamily disposition volume

 

$200.0 to $300.0

 

$250.0

Development investment

 

$300.0 to $400.0

 

$350.0

 

 

 

 

 

Debt:

 

 

 

 

Average effective interest rate

 

3.7% to 3.9%

 

3.8%

Capitalized interest ($ in millions)

 

$16.0 to $18.0

 

$17.0

 

 

 

 

 

Diluted FFO Shares Outstanding:

 

 

 

 

Diluted common shares and units

 

118.95 to 119.45 million

 

119.20 million

 

RECONCILIATION OF EARNINGS PER DILUTED COMMON SHARE TO CORE FFO AND CORE AFFO PER DILUTED SHARE FOR FULL YEAR 2026 GUIDANCE

 

 

 

Full Year 2026 Guidance Range

 

 

 

Low

 

 

High

 

Earnings per common share - diluted

 

$

4.18

 

 

$

4.50

 

Real estate depreciation and amortization

 

 

5.43

 

 

 

5.43

 

Gains on sale of depreciable assets

 

 

(1.16

)

 

 

(1.16

)

FFO per Share - diluted

 

 

8.45

 

 

 

8.77

 

Non-Core FFO items (1)

 

 

(0.08

)

 

 

(0.08

)

Core FFO per Share - diluted

 

 

8.37

 

 

 

8.69

 

Recurring capital expenditures

 

 

(1.03

)

 

 

(1.03

)

Core AFFO per Share - diluted

 

$

7.34

 

 

$

7.66

 

(1)
Non-Core FFO items may include adjustments related to the fair value of the embedded derivative in the MAA Series I preferred shares; gain or loss on sale of non-depreciable assets; gain or loss on investments, net of tax; casualty related charges and (recoveries), net; gain or loss on debt extinguishment; legal costs, settlements and (recoveries), net, and mark-to-market debt adjustments.

Supplemental Data S-10

 


 

CREDIT RATINGS

 

 

 

Commercial

 

Long-Term

 

 

 

 

Paper Rating

 

Debt Rating

 

Outlook

Fitch Ratings (1)

 

F1

 

A-

 

Stable

Moody’s Investors Service (2)

 

P-2

 

A3

 

Stable

Standard & Poor’s Ratings Services (1)

 

A-2

 

A-

 

Stable

(1)
Corporate credit rating assigned to MAA and MAALP
(2)
Corporate credit rating assigned to MAALP

 

COMMON STOCK

 

Stock Symbol:

 

MAA

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Exchange Traded:

 

NYSE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Estimated Future Dates:

 

Q2 2026

 

 

Q3 2026

 

 

Q4 2026

 

 

Q1 2027

 

 

 

 

Earnings release & conference call

 

Late
July

 

 

Late
October

 

 

Early
February

 

 

Late
April

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dividend Information - Common Shares:

 

Q1 2025

 

 

Q2 2025

 

 

Q3 2025

 

 

Q4 2025

 

 

Q1 2026

 

Declaration date

 

3/18/2025

 

 

5/21/2025

 

 

9/23/2025

 

 

12/10/2025

 

 

3/17/2026

 

Record date

 

4/15/2025

 

 

7/15/2025

 

 

10/15/2025

 

 

1/15/2026

 

 

4/15/2026

 

Payment date

 

4/30/2025

 

 

7/31/2025

 

 

10/31/2025

 

 

1/30/2026

 

 

4/30/2026

 

Distributions per share

 

$

1.5150

 

 

$

1.5150

 

 

$

1.5150

 

 

$

1.5300

 

 

$

1.5300

 

 

INVESTOR RELATIONS DATA

 

MAA does not send quarterly reports, earnings releases and supplemental data to shareholders, but provides them upon request.

For recent press releases, SEC filings and other information, call 866-576-9689 (toll free) or email investor.relations@maac.com. This information, as well as access to MAA’s quarterly conference call, is also available on the “For Investors” page of MAA’s website at www.maac.com.

 

For Questions Contact:

 

 

 

 

 

 

 

 

 

 

Name

 

Title

 

Andrew Schaeffer

 

Senior Vice President, Treasurer and Director of Capital Markets

 

Jennifer Patrick

 

Director of Investor Relations

 

Phone: 866-576-9689 (toll free)

 

Email: investor.relations@maac.com

 

Supplemental Data S-11