v3.26.1
Segment Information (Tables)
3 Months Ended
Mar. 31, 2026
Segment Information  
Schedule of NOI by reportable segments to consolidated

The following table summarizes NOI by the Company’s reportable segments for the three months ended March 31, 2026 and 2025, and reconciles NOI to net loss attributable to common stockholders on the Company’s statements of operations and comprehensive income (loss) (amounts in thousands):

  ​ ​ ​

Three Months Ended March 31, 

2026

  ​ ​ ​

2025

Rental and other property revenues

 

  ​

 

  ​

Residential communities

$

12,751

$

8,109

Scattered single-family homes

 

6,950

 

7,801

Total rental and other property revenues

 

19,701

 

15,910

Property operating expenses

 

 

Residential communities

 

5,264

 

3,502

Scattered single-family homes

 

3,817

 

4,150

Total property operating expenses

 

9,081

 

7,652

Net operating income

 

 

Residential communities

 

7,487

 

4,607

Scattered single-family homes

 

3,133

 

3,651

Total net operating income

 

10,620

 

8,258

Reconciling items:

 

 

Interest income from loan investments

 

 

503

Property management and asset management fee expenses

 

(1,571)

 

(1,325)

General and administrative expenses

 

(3,114)

 

(3,057)

Management fees to related party

 

(2,688)

 

(2,540)

Acquisition and other transaction costs

 

(43)

 

(76)

Weather-related losses, net

 

(250)

 

Impairment of real estate investments

(601)

(124)

Depreciation and amortization

 

(8,858)

 

(7,492)

Other expense, net

 

(882)

 

(59)

Income from preferred equity investments

 

1,531

 

3,110

Share of net earnings of equity method investment

 

296

 

Recovery of credit losses, net

 

 

102

Gain on sale of real estate investments, net

 

584

 

827

Loss on extinguishment of debt

 

(36)

 

(4)

Interest expense, net

 

(6,485)

 

(6,211)

Interest income

 

1,276

 

1,104

Income tax expense

 

(76)

 

(346)

Net loss

 

(10,297)

 

(7,330)

Preferred stock dividends

(2,609)

(2,010)

Preferred stock accretion

(993)

(523)

Net loss attributable to noncontrolling interests

 

10,466

 

7,334

Net loss attributable to common stockholders

$

(3,433)

$

(2,529)

Schedule of total rental and other property revenues for reportable segments

The following table reconciles the Company’s total rental and other property revenues for reportable segments to total revenues on the Company’s consolidated statements of operations and comprehensive income (loss) for the three months ended March 31, 2026 and 2025 (amounts in thousands):

  ​ ​ ​

Three Months Ended March 31, 

2026

  ​ ​ ​

2025

Revenues

 

  ​

 

  ​

Rental and other property revenues

 

  ​

 

  ​

Residential communities

$

12,751

$

8,109

Scattered single-family homes

 

6,950

 

7,801

Total rental and other property revenues

 

19,701

 

15,910

Interest income from loan investments

 

 

503

Total revenues

$

19,701

$

16,413