May 2026 Performance | Arrived - Easily Invest in Real Estate

May 2026 Highlights

Arrived’s portfolio spans dozens of markets across the U.S., giving investors access to diversified real estate investments nationwide without the complexity of managing properties themselves. From high-growth metro areas to stable suburban neighborhoods, our offerings are thoughtfully selected to balance risk, deliver income, and capture long-term value across regions.

Below you can see the geographic diversification of single-family residential, vacation rental, and real estate-secured private credit offerings in the Arrived portfolio.

Across all offerings, Arrived distributed $1,485,612 in dividends in May, up about 3% from April.

Single Family Residential property performance

May performance across Arrived’s Single Family Residential portfolio remained steady, supported by high occupancy levels, active leasing, and ongoing operational oversight. During the month, the portfolio generated $924K in rental income, supporting ongoing dividend distributions to investors.

Average stabilized occupancy across the SFR IPO portfolio was 92.4% in May, reflecting continued demand across our markets. During the month, 78 new leases were started with an average lease term of roughly 20.5 months, and 64 of those leases exceeded forecasted rent, reflecting steady demand and effective leasing execution across our markets.

To view individual property performance and historical returns, visit the Arrived Returns page.

Real estate investing, without the hassle of direct ownership. Access professionally managed rental homes and real estate-backed investments, with the potential for income and long-term appreciation.

Equity fund performance

The Single Family Residential Fund posted a 5.2% annualized dividend yield in May with an average stabilized occupancy of 85.7%. Properties that did not renew at lease expiration are being actively turned and re-leased to capture spring and summer demand.

The Seattle City Fund delivered steady performance in May, maintaining 100% stabilized occupancy across its 3 stabilized properties and a 5.3% annualized dividend yield.

Recent performance has been supported by a focus on efficient cash management, including the selective allocation of capital to real estate-secured credit investments to minimize idle funds, support cash flow, and position the portfolio for future acquisitions.

Real Estate Income Fund performance

In May, the Real Estate Income Fund, formerly known as the Private Credit Fund, delivered an annualized dividend yield of 8.8%, reflecting continued strength in income generated from its portfolio of real estate-backed loans.

During the month, the fund added 3 new loans totaling approximately $5.8 million in new loan volume and received $9.4 million in principal repayments, highlighting strong portfolio rotation and borrower paydowns.

The renaming to Real Estate Income Fund is intended to better reflect the fund's core strategy: generating income through a diversified portfolio of real estate-backed credit investments. The fund remains focused on consistent income generation while supporting new housing supply through investments in residential development projects.

The table below details the new loans added to the Arrived Real Estate Income Fund in May.

The Arrived Real Estate Income Fund invests in a diversified portfolio of short-term loans secured by residential real estate, providing a historical 8.4% annualized yield.

Vacation Rental performance

Arrived vacation rentals generated $248K in gross booking revenue for 40 booking-ready properties in May. The portfolio booked 523 nights during the month and maintained an average guest rating of 4.94.

The table below outlines the gross booking revenue and average guest rating for each property. Gross booking revenue is presented before deductions for property management fees, operating expenses, and repairs or maintenance costs.

¹ Booking revenue was affected by the transition to a new property manager.
² Booking revenue was impacted due to a maintenance issue.

Guest review highlights

Guest review of The Opry

Guest review of The Coquina

Guest review of The Lakeridge

Disclosure

The information presented is for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing herein should be interpreted as investment, tax, or legal advice.

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results, and there can be no assurance that investment objectives will be achieved.

Annualized dividend yields are based on recent distributions and are not guaranteed. Actual results may vary and may be impacted by changes in market conditions, occupancy levels, operating expenses, interest rates, and borrower performance.

_All figures are unaudited and subject to change. Forward-looking statements, including those related to strategy, positioning, or expected performance, are based on current assumptions and are subject to change without notice.