Please wait

 

.2

 

PORTFOLIO STATISTICS

 

TOTAL MULTIFAMILY PORTFOLIO AT JUNE 30, 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

 

 

 

980

 

 

 

 

 

 

10,503

 

 

 

 

 

 

10,503

 

Austin, TX

 

 

7,179

 

 

 

 

 

 

 

 

 

7,179

 

 

 

 

 

 

7,179

 

Charlotte, NC

 

 

5,707

 

 

 

640

 

 

 

541

 

 

 

6,888

 

 

 

 

 

 

6,888

 

Orlando, FL

 

 

5,907

 

 

 

310

 

 

 

 

 

 

6,217

 

 

 

 

 

 

6,217

 

Raleigh/Durham, NC

 

 

5,156

 

 

 

306

 

 

 

406

 

 

 

5,868

 

 

 

 

 

 

5,868

 

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

 

 

 

72

 

 

 

3,680

 

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

 

 

 

121

 

 

 

1,591

 

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

 

 

 

4,360

 

 

 

1,759

 

 

 

102,680

 

 

 

193

 

 

 

102,873

 

(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 June 30, 2026

 

 

Average
Effective

 

 

As of June 30, 2026

 

 

 

Gross Real
Assets

 

 

Percent to
Total of
Gross Real
Assets

 

 

Physical
Occupancy

 

 

Rent per
Unit for
the Three
Months Ended
June 30, 2026

 

 

Completed
Units

 

 

Total Units,
Including
Development

 

Atlanta, GA

 

$

2,254,471

 

 

 

13.0

%

 

 

93.9

%

 

$

1,789

 

 

 

11,774

 

 

 

 

Dallas, TX

 

 

1,783,750

 

 

 

10.2

%

 

 

94.7

%

 

 

1,663

 

 

 

10,503

 

 

 

 

Charlotte, NC

 

 

1,297,898

 

 

 

7.5

%

 

 

95.6

%

 

 

1,637

 

 

 

6,347

 

 

 

 

Orlando, FL

 

 

1,148,616

 

 

 

6.6

%

 

 

95.3

%

 

 

1,977

 

 

 

6,217

 

 

 

 

Tampa, FL

 

 

1,055,659

 

 

 

6.1

%

 

 

95.3

%

 

 

2,086

 

 

 

5,416

 

 

 

 

Austin, TX

 

 

1,000,163

 

 

 

5.8

%

 

 

94.7

%

 

 

1,470

 

 

 

7,179

 

 

 

 

Raleigh/Durham, NC

 

 

823,587

 

 

 

4.7

%

 

 

94.6

%

 

 

1,516

 

 

 

5,462

 

 

 

 

Houston, TX

 

 

716,451

 

 

 

4.1

%

 

 

95.1

%

 

 

1,458

 

 

 

4,859

 

 

 

 

Phoenix, AZ

 

 

610,685

 

 

 

3.5

%

 

 

94.8

%

 

 

1,687

 

 

 

3,291

 

 

 

 

Northern Virginia

 

 

591,628

 

 

 

3.4

%

 

 

95.2

%

 

 

2,585

 

 

 

1,888

 

 

 

 

Nashville, TN

 

 

586,053

 

 

 

3.4

%

 

 

94.8

%

 

 

1,654

 

 

 

4,375

 

 

 

 

Charleston, SC

 

 

457,317

 

 

 

2.6

%

 

 

96.0

%

 

 

1,859

 

 

 

3,168

 

 

 

 

Denver, CO

 

 

428,040

 

 

 

2.5

%

 

 

94.3

%

 

 

1,906

 

 

 

1,470

 

 

 

 

Fort Worth, TX

 

 

419,751

 

 

 

2.4

%

 

 

95.3

%

 

 

1,585

 

 

 

3,687

 

 

 

 

Jacksonville, FL

 

 

345,456

 

 

 

2.0

%

 

 

93.8

%

 

 

1,467

 

 

 

3,496

 

 

 

 

Kansas City, MO-KS

 

 

300,878

 

 

 

1.7

%

 

 

96.1

%

 

 

1,725

 

 

 

1,428

 

 

 

 

Richmond, VA

 

 

273,994

 

 

 

1.6

%

 

 

95.2

%

 

 

1,738

 

 

 

1,732

 

 

 

 

Fredericksburg, VA

 

 

266,061

 

 

 

1.5

%

 

 

95.1

%

 

 

1,971

 

 

 

1,435

 

 

 

 

Greenville, SC

 

 

255,535

 

 

 

1.5

%

 

 

95.0

%

 

 

1,377

 

 

 

2,354

 

 

 

 

Savannah, GA

 

 

237,961

 

 

 

1.4

%

 

 

94.0

%

 

 

1,679

 

 

 

1,837

 

 

 

 

Birmingham, AL

 

 

179,934

 

 

 

1.0

%

 

 

95.3

%

 

 

1,448

 

 

 

1,462

 

 

 

 

San Antonio, TX

 

 

176,926

 

 

 

1.0

%

 

 

93.7

%

 

 

1,312

 

 

 

1,504

 

 

 

 

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

 

Tennessee

 

 

220,905

 

 

 

1.3

%

 

 

94.0

%

 

 

1,316

 

 

 

2,754

 

 

 

 

Florida

 

 

204,817

 

 

 

1.2

%

 

 

94.7

%

 

 

1,855

 

 

 

1,806

 

 

 

 

Alabama

 

 

194,481

 

 

 

1.1

%

 

 

94.0

%

 

 

1,341

 

 

 

1,648

 

 

 

 

Virginia

 

 

176,569

 

 

 

1.0

%

 

 

95.5

%

 

 

1,880

 

 

 

1,039

 

 

 

 

Kentucky

 

 

112,979

 

 

 

0.7

%

 

 

95.2

%

 

 

1,328

 

 

 

1,308

 

 

 

 

Utah

 

 

95,320

 

 

 

0.5

%

 

 

94.3

%

 

 

1,570

 

 

 

400

 

 

 

 

Maryland

 

 

87,003

 

 

 

0.5

%

 

 

94.5

%

 

 

2,386

 

 

 

361

 

 

 

 

Nevada

 

 

78,066

 

 

 

0.4

%

 

 

95.8

%

 

 

1,624

 

 

 

721

 

 

 

 

Stabilized Communities

 

$

16,380,954

 

 

 

94.2

%

 

 

94.8

%

 

$

1,685

 

 

 

100,921

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Charlotte, NC

 

 

221,170

 

 

 

1.3

%

 

 

50.3

%

 

 

1,844

 

 

 

541

 

 

 

541

 

Phoenix, AZ

 

 

220,604

 

 

 

1.3

%

 

 

45.3

%

 

 

1,548

 

 

 

389

 

 

 

942

 

Tampa, FL

 

 

194,701

 

 

 

1.1

%

 

 

90.9

%

 

 

2,957

 

 

 

495

 

 

 

495

 

Raleigh/Durham, NC

 

 

143,124

 

 

 

0.8

%

 

 

72.9

%

 

 

1,685

 

 

 

406

 

 

 

406

 

Richmond, VA

 

 

81,923

 

 

 

0.5

%

 

 

 

 

 

 

 

 

 

 

 

306

 

Denver, CO

 

 

69,028

 

 

 

0.4

%

 

 

29.7

%

 

 

2,261

 

 

 

121

 

 

 

219

 

Charleston, SC

 

 

52,335

 

 

 

0.3

%

 

 

 

 

 

 

 

 

 

 

 

336

 

Kansas City, MO-KS

 

 

13,436

 

 

 

0.1

%

 

 

 

 

 

 

 

 

 

 

 

263

 

Lease-up / Development Communities

 

$

996,321

 

 

 

5.8

%

 

 

59.5

%

 

$

2,060

 

 

 

1,952

 

 

 

3,508

 

Total Multifamily Communities

 

$

17,377,275

 

 

 

100.0

%

 

 

94.0

%

 

$

1,692

 

 

 

102,873

 

 

 

104,429

 

(1)
Schedule excludes MAA's 35% ownership in a 269-unit joint venture property in Washington, D.C. As of June 30, 2026, the gross investment in real estate for this community was $83.7 million and includes a mortgage note payable of $52.0 million. For the six months ended June 30, 2026, this apartment community achieved NOI of $4.3 million.

Supplemental Data S-2

 


 

COMPONENTS OF NET OPERATING INCOME

Dollars in thousands

 

 

 

Three Months Ended

 

 

As of June 30, 2026

 

 

 

June 30, 2026

 

 

June 30, 2025

 

 

Percent
Change

 

 

Apartment Units

 

 

Gross Real Assets

 

Operating Revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Same Store Communities

 

$

517,438

 

 

$

519,039

 

 

 

-0.3

%

 

 

96,561

 

 

$

15,416,595

 

Non-Same Store Communities

 

 

22,612

 

 

 

21,787

 

 

 

 

 

 

4,360

 

 

 

964,359

 

Lease-up/Development Communities

 

 

8,023

 

 

 

2,310

 

 

 

 

 

 

1,952

 

 

 

996,321

 

Total Multifamily Portfolio

 

$

548,073

 

 

$

543,136

 

 

 

 

 

 

102,873

 

 

$

17,377,275

 

Commercial Property/Land

 

 

7,054

 

 

 

6,766

 

 

 

 

 

 

 

 

 

449,438

 

Total Operating Revenues

 

$

555,127

 

 

$

549,902

 

 

 

 

 

 

102,873

 

 

$

17,826,713

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Property Operating Expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Same Store Communities

 

$

201,219

 

 

$

199,537

 

 

 

0.8

%

 

 

 

 

 

 

Non-Same Store Communities

 

 

9,992

 

 

 

10,151

 

 

 

 

 

 

 

 

 

 

Lease-up/Development Communities

 

 

4,631

 

 

 

1,834

 

 

 

 

 

 

 

 

 

 

Total Multifamily Portfolio

 

$

215,842

 

 

$

211,522

 

 

 

 

 

 

 

 

 

 

Commercial Property/Land

 

 

2,878

 

 

 

3,132

 

 

 

 

 

 

 

 

 

 

Total Property Operating Expenses

 

$

218,720

 

 

$

214,654

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Net Operating Income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Same Store Communities

 

$

316,219

 

 

$

319,502

 

 

 

-1.0

%

 

 

 

 

 

 

Non-Same Store Communities

 

 

12,620

 

 

 

11,636

 

 

 

 

 

 

 

 

 

 

Lease-up/Development Communities

 

 

3,392

 

 

 

476

 

 

 

 

 

 

 

 

 

 

Total Multifamily Portfolio

 

$

332,231

 

 

$

331,614

 

 

 

 

 

 

 

 

 

 

Commercial Property/Land

 

 

4,176

 

 

 

3,634

 

 

 

 

 

 

 

 

 

 

Total Net Operating Income

 

$

336,407

 

 

$

335,248

 

 

 

0.3

%

 

 

 

 

 

 

 

COMPONENTS OF SAME STORE PORTFOLIO PROPERTY OPERATING EXPENSES

Dollars in thousands

 

 

 

Three Months Ended

 

 

Six Months Ended

 

 

 

June 30, 2026

 

 

June 30, 2025

 

 

Percent Change

 

 

June 30, 2026

 

 

June 30, 2025

 

 

Percent
Change

 

Property Taxes

 

$

68,992

 

 

$

69,090

 

 

 

(0.1

)%

 

$

133,927

 

 

$

132,278

 

 

 

1.2

%

Personnel

 

 

43,411

 

 

 

43,203

 

 

 

0.5

%

 

 

85,269

 

 

 

84,764

 

 

 

0.6

%

Utilities

 

 

35,161

 

 

 

33,682

 

 

 

4.4

%

 

 

70,146

 

 

 

67,535

 

 

 

3.9

%

Building Repair and Maintenance

 

 

28,214

 

 

 

28,368

 

 

 

(0.5

)%

 

 

52,410

 

 

 

52,239

 

 

 

0.3

%

Office Operations

 

 

8,278

 

 

 

8,131

 

 

 

1.8

%

 

 

15,953

 

 

 

16,316

 

 

 

(2.2

)%

Insurance

 

 

7,801

 

 

 

8,479

 

 

 

(8.0

)%

 

 

15,555

 

 

 

16,921

 

 

 

(8.1

)%

Marketing

 

 

9,362

 

 

 

8,584

 

 

 

9.1

%

 

 

16,243

 

 

 

15,395

 

 

 

5.5

%

Total Property Operating Expenses

 

$

201,219

 

 

$

199,537

 

 

 

0.8

%

 

$

389,503

 

 

$

385,448

 

 

 

1.1

%

 

Supplemental Data S-3

 


 

MULTIFAMILY SAME STORE PORTFOLIO NOI CONTRIBUTION PERCENTAGE

 

 

 

 

 

 

 

 

 

Average Physical Occupancy

 

 

 

 

 

 

Percent of

 

 

Three Months Ended

 

 

Six Months Ended

 

 

 

Apartment Units

 

 

Same Store NOI

 

 

June 30, 2026

 

 

June 30, 2025

 

 

June 30, 2026

 

 

June 30, 2025

 

Atlanta, GA

 

 

11,434

 

 

 

12.0

%

 

 

95.2

%

 

 

95.0

%

 

 

95.4

%

 

 

95.2

%

Dallas, TX

 

 

9,523

 

 

 

9.0

%

 

 

95.0

%

 

 

95.0

%

 

 

95.1

%

 

 

95.1

%

Orlando, FL

 

 

5,907

 

 

 

7.4

%

 

 

95.5

%

 

 

95.6

%

 

 

95.6

%

 

 

95.6

%

Tampa, FL

 

 

5,416

 

 

 

7.1

%

 

 

95.8

%

 

 

96.1

%

 

 

96.0

%

 

 

96.1

%

Charlotte, NC

 

 

5,707

 

 

 

6.2

%

 

 

95.7

%

 

 

95.7

%

 

 

95.8

%

 

 

95.8

%

Austin, TX

 

 

7,179

 

 

 

5.3

%

 

 

95.0

%

 

 

94.6

%

 

 

95.1

%

 

 

94.8

%

Raleigh/Durham, NC

 

 

5,156

 

 

 

5.1

%

 

 

95.3

%

 

 

95.4

%

 

 

95.1

%

 

 

95.5

%

Nashville, TN

 

 

4,375

 

 

 

4.7

%

 

 

95.3

%

 

 

95.2

%

 

 

95.5

%

 

 

95.5

%

Phoenix, AZ

 

 

3,291

 

 

 

3.9

%

 

 

95.4

%

 

 

94.9

%

 

 

95.8

%

 

 

95.2

%

Houston, TX

 

 

4,859

 

 

 

3.9

%

 

 

95.6

%

 

 

95.6

%

 

 

95.8

%

 

 

95.6

%

Charleston, SC

 

 

3,168

 

 

 

3.9

%

 

 

95.9

%

 

 

96.1

%

 

 

95.7

%

 

 

95.8

%

Fort Worth, TX

 

 

3,687

 

 

 

3.6

%

 

 

95.3

%

 

 

95.5

%

 

 

95.4

%

 

 

95.3

%

Northern Virginia

 

 

1,888

 

 

 

3.3

%

 

 

96.1

%

 

 

96.2

%

 

 

95.9

%

 

 

96.4

%

Jacksonville, FL

 

 

3,496

 

 

 

2.9

%

 

 

94.7

%

 

 

95.6

%

 

 

94.9

%

 

 

95.8

%

Richmond, VA

 

 

1,732

 

 

 

2.1

%

 

 

96.2

%

 

 

96.3

%

 

 

96.1

%

 

 

96.2

%

Greenville, SC

 

 

2,354

 

 

 

2.1

%

 

 

95.4

%

 

 

95.8

%

 

 

95.6

%

 

 

95.8

%

Fredericksburg, VA

 

 

1,435

 

 

 

2.0

%

 

 

95.6

%

 

 

96.6

%

 

 

95.7

%

 

 

96.8

%

Savannah, GA

 

 

1,837

 

 

 

2.0

%

 

 

95.1

%

 

 

94.8

%

 

 

95.2

%

 

 

95.1

%

Denver, CO

 

 

1,118

 

 

 

1.4

%

 

 

95.8

%

 

 

95.6

%

 

 

95.1

%

 

 

95.2

%

Birmingham, AL

 

 

1,462

 

 

 

1.3

%

 

 

95.2

%

 

 

96.1

%

 

 

95.3

%

 

 

96.2

%

Kansas City, MO-KS

 

 

1,110

 

 

 

1.2

%

 

 

95.6

%

 

 

95.5

%

 

 

95.5

%

 

 

95.3

%

San Antonio, TX

 

 

1,504

 

 

 

1.1

%

 

 

94.4

%

 

 

95.0

%

 

 

94.6

%

 

 

95.1

%

Memphis, TN

 

 

1,193

 

 

 

1.0

%

 

 

94.6

%

 

 

94.8

%

 

 

95.0

%

 

 

94.8

%

Huntsville, AL

 

 

1,228

 

 

 

1.0

%

 

 

93.9

%

 

 

94.6

%

 

 

93.3

%

 

 

94.6

%

Other

 

 

6,502

 

 

 

6.5

%

 

 

95.4

%

 

 

96.0

%

 

 

95.4

%

 

 

95.7

%

Total Same Store

 

 

96,561

 

 

 

100.0

%

 

 

95.3

%

 

 

95.4

%

 

 

95.4

%

 

 

95.5

%

 

 

Supplemental Data S-4

 


 

MULTIFAMILY SAME STORE PORTFOLIO QUARTERLY COMPARISONS

Dollars in thousands, except Average Effective Rent per Unit

 

 

 

 

 

Revenues

 

 

Expenses

 

 

NOI

 

 

Average Effective Rent per Unit

 

 

 

Units

 

 

Q2 2026

 

 

Q2 2025

 

 

% Chg

 

 

Q2 2026

 

 

Q2 2025

 

 

% Chg

 

 

Q2 2026

 

 

Q2 2025

 

 

% Chg

 

 

Q2 2026

 

 

Q2 2025

 

 

% Chg

 

Atlanta, GA

 

 

11,434

 

 

$

64,385

 

 

$

64,384

 

 

 

0.0

%

 

$

26,545

 

 

$

26,766

 

 

 

(0.8

)%

 

$

37,840

 

 

$

37,618

 

 

 

0.6

%

 

$

1,790

 

 

$

1,790

 

 

 

(0.0

)%

Dallas, TX

 

 

9,523

 

 

 

50,381

 

 

 

49,997

 

 

 

0.8

%

 

 

21,909

 

 

 

20,900

 

 

 

4.8

%

 

 

28,472

 

 

 

29,097

 

 

 

(2.1

)%

 

 

1,681

 

 

 

1,667

 

 

 

0.9

%

Orlando, FL

 

 

5,907

 

 

 

36,819

 

 

 

36,859

 

 

 

(0.1

)%

 

 

13,402

 

 

 

13,737

 

 

 

(2.4

)%

 

 

23,417

 

 

 

23,122

 

 

 

1.3

%

 

 

1,981

 

 

 

1,982

 

 

 

(0.1

)%

Tampa, FL

 

 

5,416

 

 

 

35,683

 

 

 

35,990

 

 

 

(0.9

)%

 

 

13,128

 

 

 

12,973

 

 

 

1.2

%

 

 

22,555

 

 

 

23,017

 

 

 

(2.0

)%

 

 

2,086

 

 

 

2,092

 

 

 

(0.3

)%

Charlotte, NC

 

 

5,707

 

 

 

29,646

 

 

 

29,973

 

 

 

(1.1

)%

 

 

9,904

 

 

 

9,810

 

 

 

1.0

%

 

 

19,742

 

 

 

20,163

 

 

 

(2.1

)%

 

 

1,641

 

 

 

1,657

 

 

 

(0.9

)%

Austin, TX

 

 

7,179

 

 

 

34,216

 

 

 

35,326

 

 

 

(3.1

)%

 

 

17,337

 

 

 

17,232

 

 

 

0.6

%

 

 

16,879

 

 

 

18,094

 

 

 

(6.7

)%

 

 

1,470

 

 

 

1,530

 

 

 

(3.9

)%

Raleigh/Durham, NC

 

 

5,156

 

 

 

25,036

 

 

 

25,434

 

 

 

(1.6

)%

 

 

8,821

 

 

 

8,893

 

 

 

(0.8

)%

 

 

16,215

 

 

 

16,541

 

 

 

(2.0

)%

 

 

1,510

 

 

 

1,534

 

 

 

(1.5

)%

Nashville, TN

 

 

4,375

 

 

 

22,930

 

 

 

23,231

 

 

 

(1.3

)%

 

 

8,146

 

 

 

8,006

 

 

 

1.7

%

 

 

14,784

 

 

 

15,225

 

 

 

(2.9

)%

 

 

1,654

 

 

 

1,673

 

 

 

(1.1

)%

Phoenix, AZ

 

 

3,291

 

 

 

17,870

 

 

 

17,840

 

 

 

0.2

%

 

 

5,441

 

 

 

5,107

 

 

 

6.5

%

 

 

12,429

 

 

 

12,733

 

 

 

(2.4

)%

 

 

1,687

 

 

 

1,708

 

 

 

(1.2

)%

Houston, TX

 

 

4,859

 

 

 

22,868

 

 

 

22,671

 

 

 

0.9

%

 

 

10,513

 

 

 

10,667

 

 

 

(1.4

)%

 

 

12,355

 

 

 

12,004

 

 

 

2.9

%

 

 

1,458

 

 

 

1,448

 

 

 

0.6

%

Charleston, SC

 

 

3,168

 

 

 

18,789

 

 

 

18,227

 

 

 

3.1

%

 

 

6,467

 

 

 

6,320

 

 

 

2.3

%

 

 

12,322

 

 

 

11,907

 

 

 

3.5

%

 

 

1,859

 

 

 

1,825

 

 

 

1.9

%

Fort Worth, TX

 

 

3,687

 

 

 

19,309

 

 

 

19,380

 

 

 

(0.4

)%

 

 

8,014

 

 

 

8,251

 

 

 

(2.9

)%

 

 

11,295

 

 

 

11,129

 

 

 

1.5

%

 

 

1,585

 

 

 

1,577

 

 

 

0.5

%

Northern Virginia

 

 

1,888

 

 

 

15,170

 

 

 

14,923

 

 

 

1.7

%

 

 

4,688

 

 

 

4,555

 

 

 

2.9

%

 

 

10,482

 

 

 

10,368

 

 

 

1.1

%

 

 

2,585

 

 

 

2,540

 

 

 

1.8

%

Jacksonville, FL

 

 

3,496

 

 

 

15,591

 

 

 

15,853

 

 

 

(1.7

)%

 

 

6,475

 

 

 

6,440

 

 

 

0.5

%

 

 

9,116

 

 

 

9,413

 

 

 

(3.2

)%

 

 

1,467

 

 

 

1,481

 

 

 

(0.9

)%

Richmond, VA

 

 

1,732

 

 

 

9,549

 

 

 

9,118

 

 

 

4.7

%

 

 

2,901

 

 

 

2,834

 

 

 

2.4

%

 

 

6,648

 

 

 

6,284

 

 

 

5.8

%

 

 

1,738

 

 

 

1,689

 

 

 

2.9

%

Greenville, SC

 

 

2,354

 

 

 

10,629

 

 

 

10,540

 

 

 

0.8

%

 

 

4,069

 

 

 

4,137

 

 

 

(1.6

)%

 

 

6,560

 

 

 

6,403

 

 

 

2.5

%

 

 

1,377

 

 

 

1,351

 

 

 

1.9

%

Fredericksburg, VA

 

 

1,435

 

 

 

8,958

 

 

 

8,957

 

 

 

0.0

%

 

 

2,564

 

 

 

2,490

 

 

 

3.0

%

 

 

6,394

 

 

 

6,467

 

 

 

(1.1

)%

 

 

1,971

 

 

 

1,941

 

 

 

1.6

%

Savannah, GA

 

 

1,837

 

 

 

9,957

 

 

 

10,140

 

 

 

(1.8

)%

 

 

3,795

 

 

 

4,005

 

 

 

(5.2

)%

 

 

6,162

 

 

 

6,135

 

 

 

0.4

%

 

 

1,679

 

 

 

1,714

 

 

 

(2.0

)%

Denver, CO

 

 

1,118

 

 

 

6,614

 

 

 

6,888

 

 

 

(4.0

)%

 

 

2,257

 

 

 

2,200

 

 

 

2.6

%

 

 

4,357

 

 

 

4,688

 

 

 

(7.1

)%

 

 

1,898

 

 

 

1,953

 

 

 

(2.8

)%

Birmingham, AL

 

 

1,462

 

 

 

6,977

 

 

 

6,921

 

 

 

0.8

%

 

 

2,867

 

 

 

2,806

 

 

 

2.2

%

 

 

4,110

 

 

 

4,115

 

 

 

(0.1

)%

 

 

1,448

 

 

 

1,421

 

 

 

1.9

%

Kansas City, MO-KS

 

 

1,110

 

 

 

5,961

 

 

 

5,869

 

 

 

1.6

%

 

 

2,138

 

 

 

2,155

 

 

 

(0.8

)%

 

 

3,823

 

 

 

3,714

 

 

 

2.9

%

 

 

1,696

 

 

 

1,673

 

 

 

1.4

%

San Antonio, TX

 

 

1,504

 

 

 

6,244

 

 

 

6,460

 

 

 

(3.3

)%

 

 

2,898

 

 

 

2,855

 

 

 

1.5

%

 

 

3,346

 

 

 

3,605

 

 

 

(7.2

)%

 

 

1,312

 

 

 

1,346

 

 

 

(2.5

)%

Memphis, TN

 

 

1,193

 

 

 

5,342

 

 

 

5,400

 

 

 

(1.1

)%

 

 

2,058

 

 

 

1,665

 

 

 

23.6

%

 

 

3,284

 

 

 

3,735

 

 

 

(12.1

)%

 

 

1,422

 

 

 

1,433

 

 

 

(0.7

)%

Huntsville, AL

 

 

1,228

 

 

 

5,101

 

 

 

5,258

 

 

 

(3.0

)%

 

 

1,947

 

 

 

1,963

 

 

 

(0.8

)%

 

 

3,154

 

 

 

3,295

 

 

 

(4.3

)%

 

 

1,246

 

 

 

1,283

 

 

 

(2.8

)%

Other

 

 

6,502

 

 

 

33,413

 

 

 

33,400

 

 

 

0.0

%

 

 

12,935

 

 

 

12,770

 

 

 

1.3

%

 

 

20,478

 

 

 

20,630

 

 

 

(0.7

)%

 

 

1,647

 

 

 

1,623

 

 

 

1.4

%

Total Same Store

 

 

96,561

 

 

$

517,438

 

 

$

519,039

 

 

 

(0.3

)%

 

$

201,219

 

 

$

199,537

 

 

 

0.8

%

 

$

316,219

 

 

$

319,502

 

 

 

(1.0

)%

 

$

1,688

 

 

$

1,691

 

 

 

(0.2

)%

 

Supplemental Data S-5

 


 

MULTIFAMILY SAME STORE PORTFOLIO SEQUENTIAL QUARTERLY COMPARISONS

Dollars in thousands, except Average Effective Rent per Unit

 

 

 

 

 

Revenues

 

 

Expenses

 

 

NOI

 

 

Average Effective Rent per Unit

 

 

 

Units

 

 

Q2 2026

 

 

Q1 2026

 

 

% Chg

 

 

Q2 2026

 

 

Q1 2026

 

 

% Chg

 

 

Q2 2026

 

 

Q1 2026

 

 

% Chg

 

 

Q2 2026

 

 

Q1 2026

 

 

% Chg

 

Atlanta, GA

 

 

11,434

 

 

$

64,385

 

 

$

64,385

 

 

 

 

 

$

26,545

 

 

$

24,322

 

 

 

9.1

%

 

$

37,840

 

 

$

40,063

 

 

 

(5.5

)%

 

$

1,790

 

 

$

1,787

 

 

 

0.1

%

Dallas, TX

 

 

9,523

 

 

 

50,381

 

 

 

50,285

 

 

 

0.2

%

 

 

21,909

 

 

 

19,505

 

 

 

12.3

%

 

 

28,472

 

 

 

30,780

 

 

 

(7.5

)%

 

 

1,681

 

 

 

1,677

 

 

 

0.2

%

Orlando, FL

 

 

5,907

 

 

 

36,819

 

 

 

36,762

 

 

 

0.2

%

 

 

13,402

 

 

 

12,858

 

 

 

4.2

%

 

 

23,417

 

 

 

23,904

 

 

 

(2.0

)%

 

 

1,981

 

 

 

1,978

 

 

 

0.2

%

Tampa, FL

 

 

5,416

 

 

 

35,683

 

 

 

35,791

 

 

 

(0.3

)%

 

 

13,128

 

 

 

12,371

 

 

 

6.1

%

 

 

22,555

 

 

 

23,420

 

 

 

(3.7

)%

 

 

2,086

 

 

 

2,083

 

 

 

0.1

%

Charlotte, NC

 

 

5,707

 

 

 

29,646

 

 

 

29,566

 

 

 

0.3

%

 

 

9,904

 

 

 

9,031

 

 

 

9.7

%

 

 

19,742

 

 

 

20,535

 

 

 

(3.9

)%

 

 

1,641

 

 

 

1,644

 

 

 

(0.2

)%

Austin, TX

 

 

7,179

 

 

 

34,216

 

 

 

34,332

 

 

 

(0.3

)%

 

 

17,337

 

 

 

15,871

 

 

 

9.2

%

 

 

16,879

 

 

 

18,461

 

 

 

(8.6

)%

 

 

1,470

 

 

 

1,472

 

 

 

(0.1

)%

Raleigh/Durham, NC

 

 

5,156

 

 

 

25,036

 

 

 

24,990

 

 

 

0.2

%

 

 

8,821

 

 

 

8,081

 

 

 

9.2

%

 

 

16,215

 

 

 

16,909

 

 

 

(4.1

)%

 

 

1,510

 

 

 

1,515

 

 

 

(0.3

)%

Nashville, TN

 

 

4,375

 

 

 

22,930

 

 

 

23,029

 

 

 

(0.4

)%

 

 

8,146

 

 

 

7,340

 

 

 

11.0

%

 

 

14,784

 

 

 

15,689

 

 

 

(5.8

)%

 

 

1,654

 

 

 

1,653

 

 

 

0.1

%

Phoenix, AZ

 

 

3,291

 

 

 

17,870

 

 

 

17,932

 

 

 

(0.3

)%

 

 

5,441

 

 

 

5,176

 

 

 

5.1

%

 

 

12,429

 

 

 

12,756

 

 

 

(2.6

)%

 

 

1,687

 

 

 

1,691

 

 

 

(0.2

)%

Houston, TX

 

 

4,859

 

 

 

22,868

 

 

 

22,781

 

 

 

0.4

%

 

 

10,513

 

 

 

10,398

 

 

 

1.1

%

 

 

12,355

 

 

 

12,383

 

 

 

(0.2

)%

 

 

1,458

 

 

 

1,455

 

 

 

0.2

%

Charleston, SC

 

 

3,168

 

 

 

18,789

 

 

 

18,413

 

 

 

2.0

%

 

 

6,467

 

 

 

5,912

 

 

 

9.4

%

 

 

12,322

 

 

 

12,501

 

 

 

(1.4

)%

 

 

1,859

 

 

 

1,842

 

 

 

0.9

%

Fort Worth, TX

 

 

3,687

 

 

 

19,309

 

 

 

19,370

 

 

 

(0.3

)%

 

 

8,014

 

 

 

7,254

 

 

 

10.5

%

 

 

11,295

 

 

 

12,116

 

 

 

(6.8

)%

 

 

1,585

 

 

 

1,581

 

 

 

0.3

%

Northern Virginia

 

 

1,888

 

 

 

15,170

 

 

 

15,104

 

 

 

0.4

%

 

 

4,688

 

 

 

4,617

 

 

 

1.5

%

 

 

10,482

 

 

 

10,487

 

 

 

(0.0

)%

 

 

2,585

 

 

 

2,570

 

 

 

0.6

%

Jacksonville, FL

 

 

3,496

 

 

 

15,591

 

 

 

15,534

 

 

 

0.4

%

 

 

6,475

 

 

 

6,171

 

 

 

4.9

%

 

 

9,116

 

 

 

9,363

 

 

 

(2.6

)%

 

 

1,467

 

 

 

1,467

 

 

 

0.0

%

Richmond, VA

 

 

1,732

 

 

 

9,549

 

 

 

9,423

 

 

 

1.3

%

 

 

2,901

 

 

 

2,918

 

 

 

(0.6

)%

 

 

6,648

 

 

 

6,505

 

 

 

2.2

%

 

 

1,738

 

 

 

1,724

 

 

 

0.8

%

Greenville, SC

 

 

2,354

 

 

 

10,629

 

 

 

10,673

 

 

 

(0.4

)%

 

 

4,069

 

 

 

3,785

 

 

 

7.5

%

 

 

6,560

 

 

 

6,888

 

 

 

(4.8

)%

 

 

1,377

 

 

 

1,372

 

 

 

0.4

%

Fredericksburg, VA

 

 

1,435

 

 

 

8,958

 

 

 

9,013

 

 

 

(0.6

)%

 

 

2,564

 

 

 

2,662

 

 

 

(3.7

)%

 

 

6,394

 

 

 

6,351

 

 

 

0.7

%

 

 

1,971

 

 

 

1,970

 

 

 

0.1

%

Savannah, GA

 

 

1,837

 

 

 

9,957

 

 

 

9,977

 

 

 

(0.2

)%

 

 

3,795

 

 

 

3,791

 

 

 

0.1

%

 

 

6,162

 

 

 

6,186

 

 

 

(0.4

)%

 

 

1,679

 

 

 

1,686

 

 

 

(0.4

)%

Denver, CO

 

 

1,118

 

 

 

6,614

 

 

 

6,536

 

 

 

1.2

%

 

 

2,257

 

 

 

2,274

 

 

 

(0.7

)%

 

 

4,357

 

 

 

4,262

 

 

 

2.2

%

 

 

1,898

 

 

 

1,903

 

 

 

(0.2

)%

Birmingham, AL

 

 

1,462

 

 

 

6,977

 

 

 

6,950

 

 

 

0.4

%

 

 

2,867

 

 

 

2,831

 

 

 

1.3

%

 

 

4,110

 

 

 

4,119

 

 

 

(0.2

)%

 

 

1,448

 

 

 

1,439

 

 

 

0.6

%

Kansas City, MO-KS

 

 

1,110

 

 

 

5,961

 

 

 

5,932

 

 

 

0.5

%

 

 

2,138

 

 

 

2,112

 

 

 

1.2

%

 

 

3,823

 

 

 

3,820

 

 

 

0.1

%

 

 

1,696

 

 

 

1,684

 

 

 

0.7

%

San Antonio, TX

 

 

1,504

 

 

 

6,244

 

 

 

6,328

 

 

 

(1.3

)%

 

 

2,898

 

 

 

2,745

 

 

 

5.6

%

 

 

3,346

 

 

 

3,583

 

 

 

(6.6

)%

 

 

1,312

 

 

 

1,316

 

 

 

(0.3

)%

Memphis, TN

 

 

1,193

 

 

 

5,342

 

 

 

5,399

 

 

 

(1.1

)%

 

 

2,058

 

 

 

1,877

 

 

 

9.6

%

 

 

3,284

 

 

 

3,522

 

 

 

(6.8

)%

 

 

1,422

 

 

 

1,414

 

 

 

0.6

%

Huntsville, AL

 

 

1,228

 

 

 

5,101

 

 

 

5,056

 

 

 

0.9

%

 

 

1,947

 

 

 

2,107

 

 

 

(7.6

)%

 

 

3,154

 

 

 

2,949

 

 

 

7.0

%

 

 

1,246

 

 

 

1,254

 

 

 

(0.6

)%

Other

 

 

6,502

 

 

 

33,413

 

 

 

33,419

 

 

 

(0.0

)%

 

 

12,935

 

 

 

12,275

 

 

 

5.4

%

 

 

20,478

 

 

 

21,144

 

 

 

(3.1

)%

 

 

1,647

 

 

 

1,637

 

 

 

0.6

%

Total Same Store

 

 

96,561

 

 

$

517,438

 

 

$

516,980

 

 

 

0.1

%

 

$

201,219

 

 

$

188,284

 

 

 

6.9

%

 

$

316,219

 

 

$

328,696

 

 

 

(3.8

)%

 

$

1,688

 

 

$

1,685

 

 

 

0.2

%

 

 

 

 

 

 

 

 

 

 

 

Supplemental Data S-6

 


 

MULTIFAMILY SAME STORE PORTFOLIO YEAR TO DATE COMPARISONS

Dollars in thousands, except Average Effective Rent per Unit

 

 

 

 

 

Revenues

 

 

Expenses

 

 

NOI

 

 

Average Effective Rent per Unit

 

 

 

Units

 

 

Q2 2026

 

 

Q2 2025

 

 

% Chg

 

 

Q2 2026

 

 

Q2 2025

 

 

% Chg

 

 

Q2 2026

 

 

Q2 2025

 

 

% Chg

 

 

Q2 2026

 

 

Q2 2025

 

 

% Chg

 

Atlanta, GA

 

 

11,434

 

 

$

128,770

 

 

$

129,012

 

 

 

(0.2

)%

 

$

50,867

 

 

$

49,887

 

 

 

2.0

%

 

$

77,903

 

 

$

79,125

 

 

 

(1.5

)%

 

$

1,788

 

 

$

1,791

 

 

 

(0.2

)%

Dallas, TX

 

 

9,523

 

 

 

100,666

 

 

 

99,998

 

 

 

0.7

%

 

 

41,414

 

 

 

41,094

 

 

 

0.8

%

 

 

59,252

 

 

 

58,904

 

 

 

0.6

%

 

 

1,679

 

 

 

1,666

 

 

 

0.8

%

Orlando, FL

 

 

5,907

 

 

 

73,581

 

 

 

73,817

 

 

 

(0.3

)%

 

 

26,260

 

 

 

26,927

 

 

 

(2.5

)%

 

 

47,321

 

 

 

46,890

 

 

 

0.9

%

 

 

1,979

 

 

 

1,984

 

 

 

(0.2

)%

Tampa, FL

 

 

5,416

 

 

 

71,474

 

 

 

71,974

 

 

 

(0.7

)%

 

 

25,499

 

 

 

25,603

 

 

 

(0.4

)%

 

 

45,975

 

 

 

46,371

 

 

 

(0.9

)%

 

 

2,084

 

 

 

2,092

 

 

 

(0.4

)%

Charlotte, NC

 

 

5,707

 

 

 

59,212

 

 

 

59,881

 

 

 

(1.1

)%

 

 

18,935

 

 

 

18,834

 

 

 

0.5

%

 

 

40,277

 

 

 

41,047

 

 

 

(1.9

)%

 

 

1,643

 

 

 

1,656

 

 

 

(0.8

)%

Austin, TX

 

 

7,179

 

 

 

68,548

 

 

 

70,905

 

 

 

(3.3

)%

 

 

33,208

 

 

 

32,613

 

 

 

1.8

%

 

 

35,340

 

 

 

38,292

 

 

 

(7.7

)%

 

 

1,471

 

 

 

1,539

 

 

 

(4.4

)%

Raleigh/Durham, NC

 

 

5,156

 

 

 

50,026

 

 

 

50,852

 

 

 

(1.6

)%

 

 

16,902

 

 

 

17,010

 

 

 

(0.6

)%

 

 

33,124

 

 

 

33,842

 

 

 

(2.1

)%

 

 

1,513

 

 

 

1,533

 

 

 

(1.3

)%

Nashville, TN

 

 

4,375

 

 

 

45,959

 

 

 

46,601

 

 

 

(1.4

)%

 

 

15,486

 

 

 

15,705

 

 

 

(1.4

)%

 

 

30,473

 

 

 

30,896

 

 

 

(1.4

)%

 

 

1,654

 

 

 

1,674

 

 

 

(1.2

)%

Phoenix, AZ

 

 

3,291

 

 

 

35,802

 

 

 

35,739

 

 

 

0.2

%

 

 

10,617

 

 

 

10,085

 

 

 

5.3

%

 

 

25,185

 

 

 

25,654

 

 

 

(1.8

)%

 

 

1,689

 

 

 

1,713

 

 

 

(1.4

)%

Houston, TX

 

 

4,859

 

 

 

45,649

 

 

 

45,220

 

 

 

0.9

%

 

 

20,911

 

 

 

20,703

 

 

 

1.0

%

 

 

24,738

 

 

 

24,517

 

 

 

0.9

%

 

 

1,456

 

 

 

1,446

 

 

 

0.7

%

Charleston, SC

 

 

3,168

 

 

 

37,202

 

 

 

36,348

 

 

 

2.3

%

 

 

12,379

 

 

 

12,140

 

 

 

2.0

%

 

 

24,823

 

 

 

24,208

 

 

 

2.5

%

 

 

1,851

 

 

 

1,821

 

 

 

1.6

%

Fort Worth, TX

 

 

3,687

 

 

 

38,679

 

 

 

38,664

 

 

 

0.0

%

 

 

15,268

 

 

 

14,844

 

 

 

2.9

%

 

 

23,411

 

 

 

23,820

 

 

 

(1.7

)%

 

 

1,583

 

 

 

1,579

 

 

 

0.3

%

Northern Virginia

 

 

1,888

 

 

 

30,274

 

 

 

29,841

 

 

 

1.5

%

 

 

9,305

 

 

 

9,099

 

 

 

2.3

%

 

 

20,969

 

 

 

20,742

 

 

 

1.1

%

 

 

2,577

 

 

 

2,526

 

 

 

2.0

%

Jacksonville, FL

 

 

3,496

 

 

 

31,125

 

 

 

31,823

 

 

 

(2.2

)%

 

 

12,646

 

 

 

12,503

 

 

 

1.1

%

 

 

18,479

 

 

 

19,320

 

 

 

(4.4

)%

 

 

1,467

 

 

 

1,484

 

 

 

(1.1

)%

Richmond, VA

 

 

1,732

 

 

 

18,972

 

 

 

18,183

 

 

 

4.3

%

 

 

5,819

 

 

 

5,707

 

 

 

2.0

%

 

 

13,153

 

 

 

12,476

 

 

 

5.4

%

 

 

1,731

 

 

 

1,684

 

 

 

2.8

%

Greenville, SC

 

 

2,354

 

 

 

21,302

 

 

 

20,966

 

 

 

1.6

%

 

 

7,854

 

 

 

7,935

 

 

 

(1.0

)%

 

 

13,448

 

 

 

13,031

 

 

 

3.2

%

 

 

1,375

 

 

 

1,344

 

 

 

2.3

%

Fredericksburg, VA

 

 

1,435

 

 

 

17,971

 

 

 

17,820

 

 

 

0.8

%

 

 

5,226

 

 

 

5,047

 

 

 

3.5

%

 

 

12,745

 

 

 

12,773

 

 

 

(0.2

)%

 

 

1,971

 

 

 

1,925

 

 

 

2.4

%

Savannah, GA

 

 

1,837

 

 

 

19,934

 

 

 

20,249

 

 

 

(1.6

)%

 

 

7,586

 

 

 

7,548

 

 

 

0.5

%

 

 

12,348

 

 

 

12,701

 

 

 

(2.8

)%

 

 

1,683

 

 

 

1,710

 

 

 

(1.6

)%

Denver, CO

 

 

1,118

 

 

 

13,150

 

 

 

13,822

 

 

 

(4.9

)%

 

 

4,531

 

 

 

4,230

 

 

 

7.1

%

 

 

8,619

 

 

 

9,592

 

 

 

(10.1

)%

 

 

1,901

 

 

 

1,952

 

 

 

(2.6

)%

Birmingham, AL

 

 

1,462

 

 

 

13,927

 

 

 

13,803

 

 

 

0.9

%

 

 

5,698

 

 

 

5,514

 

 

 

3.3

%

 

 

8,229

 

 

 

8,289

 

 

 

(0.7

)%

 

 

1,443

 

 

 

1,412

 

 

 

2.2

%

Kansas City, MO-KS

 

 

1,110

 

 

 

11,893

 

 

 

11,606

 

 

 

2.5

%

 

 

4,250

 

 

 

4,229

 

 

 

0.5

%

 

 

7,643

 

 

 

7,377

 

 

 

3.6

%

 

 

1,690

 

 

 

1,655

 

 

 

2.1

%

San Antonio, TX

 

 

1,504

 

 

 

12,572

 

 

 

12,981

 

 

 

(3.2

)%

 

 

5,643

 

 

 

5,406

 

 

 

4.4

%

 

 

6,929

 

 

 

7,575

 

 

 

(8.5

)%

 

 

1,314

 

 

 

1,350

 

 

 

(2.7

)%

Memphis, TN

 

 

1,193

 

 

 

10,741

 

 

 

10,805

 

 

 

(0.6

)%

 

 

3,935

 

 

 

3,903

 

 

 

0.8

%

 

 

6,806

 

 

 

6,902

 

 

 

(1.4

)%

 

 

1,418

 

 

 

1,433

 

 

 

(1.0

)%

Huntsville, AL

 

 

1,228

 

 

 

10,157

 

 

 

10,535

 

 

 

(3.6

)%

 

 

4,054

 

 

 

3,868

 

 

 

4.8

%

 

 

6,103

 

 

 

6,667

 

 

 

(8.5

)%

 

 

1,250

 

 

 

1,284

 

 

 

(2.6

)%

Other

 

 

6,502

 

 

 

66,832

 

 

 

66,421

 

 

 

0.6

%

 

 

25,210

 

 

 

25,014

 

 

 

0.8

%

 

 

41,622

 

 

 

41,407

 

 

 

0.5

%

 

 

1,642

 

 

 

1,620

 

 

 

1.4

%

Total Same Store

 

 

96,561

 

 

$

1,034,418

 

 

$

1,037,866

 

 

 

(0.3

)%

 

$

389,503

 

 

$

385,448

 

 

 

1.1

%

 

$

644,915

 

 

$

652,418

 

 

 

(1.2

)%

 

$

1,687

 

 

$

1,691

 

 

 

(0.2

)%

 

Supplemental Data S-7

 


 

MULTIFAMILY DEVELOPMENT PIPELINE

 

 

 

 

 

Units as of

 

Development Costs as of

 

 

 

 

 

 

 

 

 

 

 

 

June 30, 2026

 

June 30, 2026

 

 

 

Expected

 

 

 

 

 

 

 

 

 

 

Expected

 

Costs

 

Expected

 

Start

 

Initial

 

 

 

 

 

 

Market

 

Total

 

Delivered

 

Leased

 

Total

 

to Date

 

Remaining

 

Date

 

Occupancy

 

Completion

 

Stabilization (1)

MAA Milepost 35 II

 

Denver, CO

 

 

219

 

 

121

 

 

84

 

$

78,000

 

$

69,028

 

$

8,972

 

4Q24

 

2Q26

 

4Q26

 

4Q27

Modera Chandler (2)

 

Phoenix, AZ

 

 

345

 

 

72

 

 

43

 

 

117,500

 

 

98,773

 

 

18,727

 

2Q24

 

2Q26

 

4Q26

 

4Q27

MAA Rove

 

Richmond, VA

 

 

306

 

 

 

 

 

 

99,500

 

 

81,923

 

 

17,577

 

3Q24

 

4Q26

 

2Q27

 

4Q27

MAA Point Hope (2)

 

Charleston, SC

 

 

336

 

 

 

 

 

 

91,000

 

 

52,336

 

 

38,664

 

2Q25

 

4Q26

 

3Q27

 

2Q28

MAA One Scottsdale

 

Phoenix, AZ

 

 

280

 

 

 

 

 

 

135,000

 

 

44,865

 

 

90,135

 

4Q25

 

1Q28

 

3Q28

 

2Q29

MAA Sevilla (2)

 

Kansas City, MO-KS

 

 

263

 

 

 

 

 

 

76,500

 

 

13,436

 

 

63,064

 

2Q26

 

1Q28

 

4Q28

 

2Q29

Total Active

 

 

 

 

1,749

 

 

193

 

 

127

 

$

597,500

 

$

360,361

 

$

237,139

 

 

 

 

 

 

 

 

(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 June 30, 2026

 

 

 

 

 

 

 

Market

 

Total Units

 

 

Physical Occupancy

 

Costs to Date

 

 

Construction Completed

 

Expected Stabilization (1)

MAA Val Vista

 

Phoenix, AZ

 

317

 

 

91.5%

 

$

76,966

 

 

4Q24

 

3Q26

MAA Breakwater

 

Tampa, FL

 

495

 

 

90.9%

 

 

194,701

 

 

1Q26

 

3Q26

MAA Nixie

 

Raleigh/Durham, NC

 

406

 

 

72.9%

 

 

143,124

 

 

3Q25

 

4Q26

MAA Liberty Row (2)

 

Charlotte, NC

 

239

 

 

68.6%

 

 

111,730

 

(4)

1Q26

 

4Q26

MAA Plaza Midwood (3)

 

Charlotte, NC

 

302

 

 

36.0%

 

 

97,221

 

 

2Q26

 

3Q27

Total

 

 

 

 

1,759

 

 

74.4%

 

$

623,742

 

 

 

 

 

(1)
Communities are considered stabilized when achieving 90% average physical occupancy for 90 days..
(2)
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.
(3)
MAA owns 95% of the joint venture that owns this property.
(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

Six months ended June 30, 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

 

 

3,504

 

 

$

17,990

 

 

$

5,134

 

 

$

110

 

 

7.9%

 

7,000 - 10,000

During the second 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 $14.3 million on its WiFi Retrofit program and $6.7 million on its Property Repositioning program during the six months ended June 30, 2026.

Supplemental Data S-8

 


 

 

2026 ACQUISITION ACTIVITY AS OF JUNE 30, 2026

 

Land Acquisitions

 

Market

 

Closing Date

Modera Silver (1)

 

Northern Virginia

 

Jan-26

MAA Sevilla (2)

 

Kansas City, MO-KS

 

Feb-26

MAA McFarland Farms (3)

 

Nashville, TN

 

Apr-26

(1)
Represents a pre-purchase multifamily development. MAA owns 95% of the joint venture that owns this property and plans future development 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.
(3)
Represents a pre-purchase multifamily development. MAA owns 95% of the joint venture that owns this property. Construction of this development commenced in July 2026.

 

2026 DISPOSITION ACTIVITY AS OF JUNE 30, 2026

 

Multifamily Dispositions

 

Market

 

Apartment Units

 

Closing Date

MAA Greenwood Forrest

 

Houston, TX

 

316

 

Feb-26

MAA Hermitage

 

Raleigh, NC

 

194

 

May-26

 

DEBT AND DEBT COVENANTS AS OF JUNE 30, 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

 

$

4,930,221

 

 

 

86.6

%

 

 

3.8

%

 

 

6.8

 

Floating rate debt

 

 

761,680

 

 

 

13.4

%

 

 

4.1

%

 

 

0.7

 

Total

 

$

5,691,901

 

 

 

100.0

%

 

 

3.9

%

 

 

6.0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unsecured Versus Secured Debt

 

Balance

 

 

Percent of Total

 

 

Effective Interest Rate

 

 

Average Years to Contract Maturity

 

Unsecured debt

 

$

5,331,445

 

 

 

93.7

%

 

 

3.8

%

 

 

4.8

 

Secured debt

 

 

360,456

 

 

 

6.3

%

 

 

4.4

%

 

 

22.6

 

Total

 

$

5,691,901

 

 

 

100.0

%

 

 

3.9

%

 

 

6.0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unencumbered Versus Encumbered Assets

 

Total Cost

 

 

Percent of Total

 

 

Q2 2026 NOI

 

 

Percent of Total

 

Unencumbered gross assets

 

$

17,446,298

 

 

 

95.7

%

 

$

322,812

 

 

 

96.0

%

Encumbered gross assets

 

 

792,410

 

 

 

4.3

%

 

 

13,595

 

 

 

4.0

%

Total

 

$

18,238,708

 

 

 

100.0

%

 

$

336,407

 

 

 

100.0

%

FIXED INTEREST RATE MATURITIES

Maturity

 

Fixed Rate Debt

 

 

 

Effective Interest Rate

 

2026

 

$

299,879

 

 

 

 

1.2

%

2027

 

 

599,300

 

 

 

 

3.7

%

2028

 

 

398,823

 

 

 

 

4.2

%

2029

 

 

554,070

 

 

 

 

3.7

%

2030

 

 

298,744

 

 

 

 

3.1

%

2031

 

 

447,287

 

 

 

 

1.8

%

2032

 

 

395,802

 

 

 

 

5.4

%

2033

 

 

592,762

 

 

 

 

4.7

%

2034

 

 

344,819

 

 

 

 

5.1

%

2035

 

 

344,654

 

 

 

 

5.1

%

Thereafter

 

 

654,081

 

 

 

 

3.8

%

Total

 

$

4,930,221

 

 

 

 

3.8

%

 

Supplemental Data S-9

 


 

DEBT AND DEBT COVENANTS AS OF JUNE 30, 2026 (CONTINUED)

Dollars in thousands

DEBT MATURITIES OF OUTSTANDING BALANCES

Maturity

 

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

 

 

Public Bonds

 

 

Other Unsecured

 

 

Secured

 

 

Total

 

2026

 

$

664,000

 

 

$

299,879

 

 

$

 

 

$

 

 

$

963,879

 

2027

 

 

 

 

 

599,300

 

 

 

 

 

 

 

 

 

599,300

 

2028

 

 

 

 

 

398,823

 

 

 

 

 

 

 

 

 

398,823

 

2029

 

 

 

 

 

554,070

 

 

 

 

 

 

 

 

 

554,070

 

2030

 

 

 

 

 

298,744

 

 

 

97,680

 

 

 

 

 

 

396,424

 

2031

 

 

 

 

 

447,287

 

 

 

 

 

 

 

 

 

447,287

 

2032

 

 

 

 

 

395,802

 

 

 

 

 

 

 

 

 

395,802

 

2033

 

 

 

 

 

592,762

 

 

 

 

 

 

 

 

 

592,762

 

2034

 

 

 

 

 

344,819

 

 

 

 

 

 

 

 

 

344,819

 

2035

 

 

 

 

 

344,654

 

 

 

 

 

 

 

 

 

344,654

 

Thereafter

 

 

 

 

 

293,625

 

 

 

 

 

 

360,456

 

 

 

654,081

 

Total

 

$

664,000

 

 

$

4,569,765

 

 

$

97,680

 

 

$

360,456

 

 

$

5,691,901

 

(1)
The $664.0 million maturing in 2026 reflects the principal outstanding under MAALP’s unsecured commercial paper program as of June 30, 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 June 30, 2026, average daily borrowings outstanding under the commercial paper program were $680.7 million.
(2)
There were no borrowings outstanding under MAALP’s $1.5 billion unsecured revolving credit facility as of June 30, 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

 

31.2%

 

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

 

5.7x

 

Yes

Total unencumbered assets to total unsecured debt

 

Greater than 150%

 

320.4%

 

Yes

 

 

 

 

 

 

 

Bank Covenants

 

Required

 

Actual

 

Compliance

Total debt to total capitalized asset value

 

60% or less

 

24.7%

 

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

 

6.0x

 

Yes

Total unsecured debt to total unsecured capitalized asset value

 

60% or less

 

24.0%

 

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-10

 


 

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

 

$3.96 to $4.20

 

$4.08

 

Core FFO per Share - diluted

 

$8.41 to $8.65

 

$8.53

 

Core AFFO per Share - diluted

 

$7.38 to $7.62

 

$7.50

 

 

 

 

 

 

 

MAA Same Store Portfolio:

 

 

 

 

 

Number of units

 

96,561

 

96,561

 

Average physical occupancy

 

95.35% to 95.65%

 

95.50%

 

Property revenue growth

 

-0.20% to 0.40%

 

0.10%

 

Effective rent growth

 

-0.15% to 0.35%

 

0.10%

 

Property operating expense growth

 

1.25% to 2.25%

 

1.75%

 

NOI growth

 

-1.70% to 0.10%

 

-0.90%

 

Real estate tax expense growth

 

1.00% to 2.50%

 

1.75%

 

 

 

 

 

 

 

Corporate Expenses: ($ in millions)

 

 

 

 

 

Property management expenses

 

$76.5 to $78.5

 

$77.5

 

General and administrative expenses

 

$57.5 to $59.5

 

$58.5

 

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

 

$

3.96

 

 

$

4.20

 

Real estate depreciation and amortization

 

 

5.42

 

 

 

5.42

 

Gains on sale of depreciable assets

 

 

(0.86

)

 

 

(0.86

)

FFO per Share - diluted

 

 

8.52

 

 

 

8.76

 

Non-Core FFO items (1)

 

 

(0.11

)

 

 

(0.11

)

Core FFO per Share - diluted

 

 

8.41

 

 

 

8.65

 

Recurring capital expenditures

 

 

(1.03

)

 

 

(1.03

)

Core AFFO per Share - diluted

 

$

7.38

 

 

$

7.62

 

(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-11

 


 

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:

 

Q3 2026

 

 

Q4 2026

 

 

Q1 2027

 

 

Q2 2027

 

 

 

 

Earnings release & conference call

 

Late
October

 

 

Early
February

 

 

Late
April

 

 

Late
July

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dividend Information - Common Shares:

 

Q2 2025

 

 

Q3 2025

 

 

Q4 2025

 

 

Q1 2026

 

 

Q2 2026

 

Declaration date

 

5/21/2025

 

 

9/23/2025

 

 

12/10/2025

 

 

3/17/2026

 

 

5/19/2026

 

Record date

 

7/15/2025

 

 

10/15/2025

 

 

1/15/2026

 

 

4/15/2026

 

 

7/15/2026

 

Payment date

 

7/31/2025

 

 

10/31/2025

 

 

1/30/2026

 

 

4/30/2026

 

 

7/31/2026

 

Distributions per share

 

$

1.5150

 

 

$

1.5150

 

 

$

1.5300

 

 

$

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-12