v3.25.4
Note 3 - Investments in Real Estate
12 Months Ended
Dec. 31, 2025
Notes to Financial Statements  
Real Estate Disclosure [Text Block]

NOTE 3: Investments in Real Estate

 

As of December 31, 2025, our investments in real estate consisted of 114 (unaudited) operating apartment properties, including one owned through a consolidated joint venture, that contain an aggregate of 33,462 (unaudited) units. The following table summarizes our investments in real estate except for two properties that we classified as held for sale as of December 31, 2025:

 

  

As of December 31, 2025

  

As of December 31, 2024

  

Depreciable Lives (In years)

 

Land

 $573,777  $564,966    

Building

  5,450,891   5,323,105   40 

Furniture, fixtures and equipment

  571,339   475,865   5 - 10 

Total investments in real estate

 $6,596,007  $6,363,936     

Accumulated depreciation

  (915,247)  (740,957)    

Investments in real estate, net

 $5,680,760  $5,622,979     

 

The following table summarizes our properties held for sale as of December 31, 2025.

Property

 

Market

 

Units

  

Carrying Value

 

Bella Terra at City Center (1)

 

Denver, CO

  304  $49,254 

Stonebridge Crossing

 

Memphis, TN

  500   27,214 
     804  $76,468 

 

(1)   During the three months ended September 30, 2025, we recognized a loss on impairment on this property of $12,841.

 

Acquisitions

 

Subsequent to year-end, on January 15, 2026, we acquired a 140-unit (unaudited) community in Columbus, Ohio for $29.5 million. The acquisition increased our exposure in Columbus from 2,510 units (unaudited) to 2,650 units (unaudited).

 

The following table summarizes asset acquisitions for the year ended December 31, 2025:

Property

 

Date Acquired

 

Market

 

Units (unaudited)

  

Purchase Price

 

Autumn Breeze

 

2/27/2025

 

Indianapolis, IN

  280  $59,500 

3030 at Apopka

 

7/31/2025

 

Orlando, FL

  240   60,250 

M2 at Millenia 700

 

8/14/2025

 

Orlando, FL

  403   94,750 

Total

  923  $214,500 

 

The following table summarizes asset acquisitions for the year ended December 31, 2024:

Property

 

Date Acquired

 

Market

 

Units (unaudited)

  

Purchase Price

 

Gateway at Pinellas

 

8/13/2024

 

Tampa, FL

  288  $82,000 

Highland Ridge

 

11/1/2024

 

Charlotte, NC

  300   73,500 

Serenza at Ocoee Village

 

12/5/2024

 

Orlando, FL

  320   84,250 

Total

  908  $239,750 

 

There were no asset acquisitions during the year ended December 31, 2023.

 

The following table summarizes the aggregate fair value of the assets and liabilities associated with three multifamily property acquisitions during the year ended December 31, 2025, on the date of acquisition.

 

  

Fair Value of Assets and Liabilities Acquired During the

 
  

Year Ended

 
  

December 31, 2025

 

Assets acquired:

    

Investments in real estate

 $207,345 

Other assets

  281 

Intangible assets

  8,056 

Total assets acquired

  215,682 

Liabilities assumed:

    

Debt

  59,897 

Accounts payable and accrued expenses

  2,423 

Other liabilities

  614 

Total liabilities assumed

  62,934 

Estimated fair value of net assets acquired

 $152,748 

 

 

Dispositions

 

The following table summarizes the dispositions for the year ended December 31, 2025:

 

 

Property

 

Market

 

Units (unaudited)

 

Sale Date

 

Sale Price

 

Gain on Sale

 

Ridge Crossings (1)

 

Birmingham, AL

  720 

2/14/2025

 $111,000 $1,496 

Jamestown at St. Matthews

 

Louisville, KY

  356 

11/13/2025

  50,000  17,492 
     1,076   $161,000 $18,988 

 

(1)   During the three months ended December 31, 2024, we recognized a loss on impairment on this property of $20,928.

 

The following table summarizes the dispositions for the year ended December 31, 2024:

Property

 

Market

 

Units (unaudited)

 

Sale Date

 

Sale Price

  

Gain on Sale (Loss on Impairment), Net (1)

 

Villas of Kingwood (2)(3)

 

Houston, TX

  330 

2/13/2024

 $53,700  $62 

Belmar Villas (2)(3)

 

Denver, CO

  318 

2/13/2024

  74,300   46 

Hearthstone at City Center (2)(3)

 

Denver, CO

  360 

3/12/2024

  74,000   88 

Villas at Huffmeister (2)(3)

 

Houston, TX

  294 

3/25/2024

  44,250   (415)

Westmont Commons (2)(3)

 

Asheville, NC

  252 

3/28/2024

  49,875   25,856 

Reserve at Creekside (2)(3)

 

Chattanooga, TN

  192 

4/30/2024

  28,500   (152)

Tapestry Park (4)

 

Birmingham, AL

  354 

7/17/2024

  70,800   (14,419)

Total

  2,100   $395,425  $11,066 

 

 

(1)

The gain on sale (loss on impairment), net is exclusive of $32,956 impairment charge recognized during the three months ended December 31, 2023, net of $1,953 of defeasance and debt prepayment gains.

 

(2)

Included in the Portfolio Optimization and Deleveraging Strategy discussed in our Annual Report on Form 10-K for the year ended December 31, 2024, which Portfolio Optimization and Deleveraging Strategy resulted in the sale of ten properties in seven markets for an aggregate gross sales price of $525,300.

 

(3)

Held for sale as of December 31, 2023.

 

(4)

A loss on impairment of $15,107 was recognized during the three months ended March 31, 2024.

 

The following table summarizes the dispositions for the year ended December 31, 2023:

 

Property

 

Market

 

Units (unaudited)

 

Sale Date

 

Sale Price

  

Gain on Sale (Loss on Impairment), Net (1)

 

Eagle Lake Landing

 

Indianapolis, IN

  277 

2/28/2023

 $37,300  $1,179 

The Meadows at River Run (2)

 

Chicago, IL

  374 

12/20/2023

  72,700   (14,612)

Fielders Creek (2)

 

Denver, CO

  217 

12/21/2023

  44,100   (11,019)

Cottage Trails at Culpepper Landing (2)

 

Norfolk, VA

  183 

12/28/2023

  40,750   (10,168)

Oak Crossing (2)

 

Fort Wayne, IN

  222 

12/28/2023

  43,100   1,029 

Total

  1,273   $237,950  $(33,591)

 

 

(1)

(Loss on impairment) gain on sale of real estate sold in 2023 is net of $1,900 of defeasance and debt prepayment gains.

 

(2)

Included in the Portfolio Optimization and Deleveraging Strategy discussed in our Annual Report on Form 10-K for the year ended December 31, 2024, which Portfolio Optimization and Deleveraging Strategy resulted in the sale of ten properties in seven markets for an aggregate gross sales price of $525,300.