BALANCE SHEET (UNAUDITED) [1]

		Allen		Annadale		Arcola		Arnold		Breckenridge		Bristol		Cher
ASSETS
Current assets:
Cash	$	12,174	$	21,263	$	17,348	$	14,165	$	19,232	$	21,075	$	19,730
Other receivables		-		-		-		-		-		-		-
Prepaid expenses		-		-		-		-		-		-		-
Deposits		(1,869)		3,870		6,215		4,693		7,005		5,901		986
Property and equipment, net		287,990		337,327		294,011		298,967		354,956		337,860		278,534
Total assets	$	298,295	$	362,461	$	317,574	$	317,825	$	381,193	$	364,836	$	299,250

LIABILITIES
Current liabilities:
Accrued expenses	$	2,032	$	1,803	$	2,420	$	2,179	$	2,348	$	2,267	$	1,360
Accounts payable		-		-		-		-		-		-		-
Due to (from) related parties		3,913		3,804		2,912		3,696		5,231		3,671		2,913
Tenant deposits		-		2,095		4,190		2,595		4,543		3,843		-
Note payable, related party		-		-		-		-		-		-		-
Mortgage payables		-		-		-		-		-		-		-
Total liabilities	$	5,945	$	7,702	$	9,523	$	8,470	$	12,121	$	9,781	$	4,274

MEMBERS' EQUITY (DEFICIT)
Members' capital		301,199		364,754		318,954		310,550		369,536		361,061		301,907
Accumulated deficit		(8,849)		(9,995)		(10,902)		(1,196)		(464)		(6,006)		(6,931)
Total members' equity (deficit)	$	292,350	$	354,759	$	308,052	$	309,355	$	369,072	$	355,054	$	294,976
Total liabilities and members' equity (deficit)	$	298,295	$	362,461	$	317,574	$	317,825	$	381,193	$	364,836	$	299,250

NET FAIR VALUE OF ASSETS
Net asset value with members' equity (without fair value adjustments)		292,350		354,759		308,052		309,355		369,072		355,054		294,976
Net adjustments to fair value		72,909		52,040		42,647		57,408		91,627		69,136		67,089
TOTAL NET ASSETS	$	365,259	$	406,799	$	350,698	$	366,763	$	460,700	$	424,190	$	362,065
NET ASSET VALUE PER INTEREST	$	10.27	$	9.79	$	9.68	$	10.00	$	10.51	$	10.24	$	10.68

		Cole		Commodore		Cordelia		Cranberry		Dan		Flintwood		Gentry
ASSETS
Current assets:
Cash	$	14,810	$	25,920	$	15,116	$	13,819	$	36,353	$	22,219	$	19,650
Other receivables		-		-		-		-		-		-		-
Prepaid expenses		-		-		-		-		-		-		-
Deposits		(3,167)		4,826		4,554		3,915		1,199		4,367		5,318
Property and equipment, net		283,528		373,202		335,813		306,388		261,908		351,484		329,985
Total assets	$	295,171	$	403,948	$	355,483	$	324,122	$	299,460	$	378,070	$	354,953

LIABILITIES
Current liabilities:
Accrued expenses	$	1,760	$	4,195	$	2,271	$	1,727	$	1,618	$	3,033	$	1,977
Accounts payable		-		-		-		-		-		-		-
Due to (from) related parties		3,794		4,133		4,601		2,845		3,862		4,250		3,499
Tenant deposits		-		2,595		2,295		2,095		1,695		2,495		2,795
Note payable, related party		-		-		-		-		-		-		-
Mortgage payables		-		-		-		-		-		-		-
Total liabilities	$	5,554	$	10,923	$	9,167	$	6,667	$	7,175	$	9,778	$	8,272

MEMBERS' EQUITY (DEFICIT)
Members' capital		296,024		401,798		356,172		329,419		305,951		374,459		353,751
Accumulated deficit		(6,407)		(8,773)		(9,855)		(11,964)		(13,665)		(6,167)		(7,070)
Total members' equity (deficit)	$	289,617	$	393,025	$	346,317	$	317,456	$	292,286	$	368,292	$	346,681
Total liabilities and members' equity (deficit)	$	295,171	$	403,948	$	355,483	$	324,122	$	299,460	$	378,070	$	354,953

NET FAIR VALUE OF ASSETS
Net asset value with members' equity (without fair value adjustments)		289,617		393,025		346,317		317,456		292,286		368,292		346,681
Net adjustments to fair value		67,885		61,152		71,957		57,433		53,138		72,599		54,862
TOTAL NET ASSETS	$	357,501	$	454,178	$	418,274	$	374,889	$	345,423	$	440,891	$	401,543
NET ASSET VALUE PER INTEREST	$	10.13	$	9.81	$	9.97	$	10.07	$	9.71	$	10.07	$	9.87

		Gerald		Harold		Holly		Monterey		Mystic		Nicole		Resolana
ASSETS
Current assets:
Cash	$	10,323	$	17,343	$	25,133	$	16,129	$	13,456	$	12,468	$	7,035
Other receivables		-		-		-		-		-		-		-
Prepaid expenses		-		-		-		-		-		-		-
Deposits		(484)		3,958		4,585		3,380		4,428		4,587		4,923
Property and equipment, net		302,179		298,653		303,542		286,316		296,139		293,000		280,549
Total assets	$	312,017	$	319,954	$	333,261	$	305,826	$	314,023	$	310,055	$	292,506

LIABILITIES
Current liabilities:
Accrued expenses	$	1,819	$	1,881	$	2,637	$	2,002	$	2,459	$	1,653	$	2,420
Accounts payable		-		-		-		-		-		-		-
Due to (from) related parties		3,295		3,579		3,017		3,877		3,707		3,696		3,770
Tenant deposits		-		2,250		2,195		1,750		2,195		2,345		2,145
Note payable, related party		-		-		-		-		-		-		-
Mortgage payables		-		-		-		-		-		-		-
Total liabilities	$	5,114	$	7,710	$	7,850	$	7,629	$	8,361	$	7,693	$	8,334

MEMBERS' EQUITY (DEFICIT)
Members' capital		329,032		329,699		326,698		307,786		318,979		301,602		298,135
Accumulated deficit		(22,128)		(17,456)		(1,287)		(9,589)		(13,317)		759		(13,963)
Total members' equity (deficit)	$	306,904	$	312,243	$	325,411	$	298,197	$	305,662	$	302,361	$	284,172
Total liabilities and members' equity (deficit)	$	312,017	$	319,954	$	333,261	$	305,826	$	314,023	$	310,055	$	292,506

NET FAIR VALUE OF ASSETS
Net asset value with members' equity (without fair value adjustments)		306,904		312,243		325,411		298,197		305,662		302,361		284,172
Net adjustments to fair value		50,370		52,429		55,361		76,566		39,364		61,027		70,552
TOTAL NET ASSETS	$	357,273	$	364,672	$	380,772	$	374,762	$	345,026	$	363,388	$	354,724
NET ASSET VALUE PER INTEREST	$	9.61	$	9.84	$	10.20	$	10.39	$	9.41	$	10.00	$	10.13

		Sachi		Sandridge		Sanford		Satjanon		Shawnee		Sonny		Sullivan
ASSETS
Current assets:
Cash	$	13,256	$	16,688	$	7,215	$	25,561	$	23,097	$	14,712	$	25,644
Other receivables		-		-		-		-		-		-		-
Prepaid expenses		-		-		-		-		-		-		-
Deposits		5,083		5,987		3,822		4,653		4,096		3,700		(1,994)
Property and equipment, net		324,378		324,384		170,428		367,512		306,073		278,534		307,677
Total assets	$	342,717	$	347,059	$	181,465	$	397,725	$	333,266	$	296,945	$	331,326

LIABILITIES
Current liabilities:
Accrued expenses	$	2,009	$	2,525	$	2,698	$	1,768	$	2,056	$	2,434	$	1,927
Accounts payable		-		-		-		-		-		-		-
Due to (from) related parties		9,169		4,241		2,577		3,365		2,859		2,920		4,101
Tenant deposits		2,295		3,743		1,995		2,495		2,195		1,895		-
Note payable, related party		-		-		-		-		-		-		-
Mortgage payables		-		-		-		-		-		-		-
Total liabilities	$	13,473	$	10,508	$	7,270	$	7,628	$	7,110	$	7,249	$	6,029

MEMBERS' EQUITY (DEFICIT)
Members' capital		350,509		347,142		172,025		391,689		326,360		298,481		332,152
Accumulated deficit		(21,266)		(10,591)		2,169		(1,591)		(204)		(8,785)		(6,855)
Total members' equity (deficit)	$	329,244	$	336,551	$	174,195	$	390,097	$	326,156	$	289,696	$	325,298
Total liabilities and members' equity (deficit)	$	342,717	$	347,059	$	181,465	$	397,725	$	333,266	$	296,945	$	331,326

NET FAIR VALUE OF ASSETS
Net asset value with members' equity (without fair value adjustments)		329,244		336,551		174,195		390,097		326,156		289,696		325,298
Net adjustments to fair value		62,338		66,644		26,584		39,282		29,762		74,928		51,429
TOTAL NET ASSETS	$	391,582	$	403,195	$	200,779	$	429,379	$	355,918	$	364,624	$	376,727
NET ASSET VALUE PER INTEREST	$	9.82	$	10.02	$	9.35	$	9.65	$	9.51	$	10.75	$	9.73

		Troxler		Tyner		Wendell		Westbury		Westgate		Wizard
ASSETS
Current assets:
Cash	$	19,477	$	13,214	$	13,672	$	10,960	$	20,172	$	18,376
Other receivables		-		-		-		-		-		-
Prepaid expenses		-		-		-		-		-		-
Deposits		4,595		6,234		4,003		3,823		4,860		5,070
Property and equipment, net		294,247		409,822		288,901		278,880		328,721		320,775
Total assets	$	318,318	$	429,270	$	306,576	$	293,663	$	353,752	$	344,222

LIABILITIES
Current liabilities:
Accrued expenses	$	2,089	$	1,526	$	1,619	$	2,414	$	1,917	$	1,764
Accounts payable		-		-		-		-		-		-
Due to (from) related parties		2,935		5,875		3,359		3,065		4,294		3,839
Tenant deposits		2,445		3,693		2,245		2,045		2,795		2,795
Note payable, related party		-		-		-		-		-		-
Mortgage payables		-		-		-		-		-		-
Total liabilities	$	7,469	$	11,094	$	7,223	$	7,524	$	9,007	$	8,397

MEMBERS' EQUITY (DEFICIT)
Members' capital		314,837		424,580		303,138		301,699		348,304		338,932
Accumulated deficit		(3,988)		(6,404)		(3,785)		(15,560)		(3,558)		(3,108)
Total members' equity (deficit)	$	310,850	$	418,176	$	299,353	$	286,139	$	344,746	$	335,824
Total liabilities and members' equity (deficit)	$	318,318	$	429,270	$	306,576	$	293,663	$	353,752	$	344,222

NET FAIR VALUE OF ASSETS
Net asset value with members' equity (without fair value adjustments)		310,850		418,176		299,353		286,139		344,746		335,824
Net adjustments to fair value		38,268		47,661		53,676		49,895		56,684		49,513
TOTAL NET ASSETS	$	349,118	$	465,838	$	353,029	$	336,035	$	401,429	$	385,337
NET ASSET VALUE PER INTEREST	$	9.63	$	9.27	$	10.05	$	9.76	$	9.77	$	9.81

[1] Estimated Balance Sheet as of May 31, 2026.

As described in the section "Description of the Securities Being Offered—Valuation Policies," in the Offering Circular, our operating agreement provides that, following the initial period, at the end of each quarterly period our Manager's internal accountants and asset management team will calculate our NAV using a process that reflects, among other matters:

●

an estimated value of our investments, as determined by the Manager's asset management team, including related liabilities, based upon (a) information from publicly available sources about (i) market rents, comparable sales information and interest rates and (ii) with respect to debt, default rates and discount rates, and (b) in certain instances reports of the underlying real estate provided by an independent valuation expert or automated valuation models;

●

the price of liquid assets for which third party market quotes are available;

●

accruals of our periodic distributions on our common shares; and

●

estimated accruals of the revenues, fees and expenses where we will (a) amortize the brokerage fee, offering expenses and sourcing fee over five years and (b) include accrued fees and operating expenses, accrued distributions payable, accrued management fees and any inter-company loans extended to the Company by our Manager.

Such determinations may include subjective judgments by the Manager regarding the applicability of certain inputs to market rents and comparable sales information. We do not utilize a capitalization rate approach in determining NAV, because given the nature of our investments in primary residences, we do not believe that the value of a many of our assets can be determined based solely on the business activities as the resale value of such asset will be decided independently of the success of such business activities.

Note, however, that the determination of our NAV is not based on, nor intended to comply with, fair value standards under U.S. GAAP, and such NAV may not be indicative of the price that we would receive for our assets at current market conditions. As a result, the calculation of our NAV may not reflect the precise amount that might be paid for your interests in a market transaction, and any potential disparity in our NAV may be in favor of either holders who redeem their interests, or holders who repurchase such interests, or existing holders. In instances where we determine that an appraisal of a property is necessary, including, but not limited to, instances where third party market values for comparable properties are either nonexistent or extremely inconsistent, we will engage an appraiser that has expertise in appraising residential real estate assets, to act as our independent valuation expert. The independent valuation expert is not responsible for, nor for preparing, our NAV per interest.

As there is no market value for the interests of any series as they are not expected to be listed or traded on any stock exchange (though periodic trading may become available pursuant to our arrangement with North Capital Private Securities ("NCPS"), which is intended to facilitate secondary transactions in interests on an alternative trading system owned and operated by NCPS, as described in the section "Description of Business—Liquidity Platform" in the Offering Circular), our goal in setting NAV on a quarterly basis is to provide a reasonable estimate of the value of our interests on a quarterly basis. However, each series property consists of residential real estate and, as with any residential real estate valuation protocol, the conclusions reached by the Manager's asset management team or internal accountants, as the case may be, are based on a number of judgments, assumptions and opinions about future events that may or may not prove to be correct. The use of different judgments, assumptions or opinions would likely result in different estimates of the value of our investments. In addition, for any given period, our published NAV may not fully reflect certain material events, to the extent that the financial impact of such events on our portfolio is not immediately quantifiable.

Safe Harbor Statement

The information contained in this Current Report on Form 1-U includes some statements that are not historical and that are considered "forward-looking statements." Such forward-looking statements include, but are not limited to, statements regarding our development plans for our business; our strategies and business outlook; anticipated development of our company, the manager and the Arrived platform (defined in the Offering Circular); and various other matters (including contingent liabilities and obligations and changes in accounting policies, standards and interpretations). These forward-looking statements express the manager's expectations, hopes, beliefs, and intentions regarding the future. In addition, without limiting the foregoing, any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. The words "anticipates," "believes," "continue," "could," "estimates," "expects," "intends," "may," "might," "plans," "possible," "potential," "predicts," "projects," "seeks," "should," "will," "would" and similar expressions and variations, or comparable terminology, or the negatives of any of the foregoing, may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking.

The forward-looking statements contained in this Current Report on Form 1-U are based on current expectations and beliefs concerning future developments that are difficult to predict. Neither our company nor the manager can guarantee future performance, or that future developments affecting our company, the manager or the Arrived platform will be as currently anticipated. These forward-looking statements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements.

All forward-looking statements attributable to us are expressly qualified in their entirety by these risks and uncertainties. These risks and uncertainties, along with others, are also described in the Offering Circular under the headings "Summary – Summary Risk Factors" and "Risk Factors." Should one or more of these risks or uncertainties materialize, or should any of the parties' assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. You should not place undue reliance on any forward-looking statements and should not make an investment decision based solely on these forward-looking statements. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws.

SIGNATURES

Pursuant to the requirements of Regulation A, the issuer has duly caused this Current Report on Form 1-U to be signed on its behalf by the undersigned, thereunto duly authorized, in the City of New York, State of New York, on July 28, 2026.


	ARRIVED HOMES 4, LLC

	By:	Arrived Fund Manager, LLC
	Its:	Managing Member

	By:	/s/ Ryan Frazier
		Name: Ryan Frazier
		Title: Chief Executive Officer


	UNITED STATES SECURITIES AND EXCHANGE COMMISSION
	Washington, D.C. 20549

FORM 1-U
CURRENT REPORT PURSUANT TO REGULATION A

Date of Report: July 28, 2026
ARRIVED HOMES 4, LLC
(Exact name of issuer as specified in its Certificate of Formation)
Delaware			93-2644213
(State or other jurisdiction of incorporation or organization)			(I.R.S. Employer Identification No.)
		1700 Westlake Ave North, Suite 200 Seattle, WA 98109
		(Full mailing address of principal executive offices)
		(814)-277-4833
		(Issuer's telephone number)

		www.arrived.com
		(Issuer's website)

Series		NAV Per Interest
Allen		$10.27
Annadale		$9.79
Arcola		$9.68
Arnold		$10.00
Breckenridge		$10.51
Bristol		$10.24
Cher		$10.68
Cole		$10.13
Commodore		$9.81
Cordelia		$9.97
Cranberry		$10.07
Dan		$9.71
Flintwood		$10.07
Gentry		$9.87
Gerald		$9.61
Harold		$9.84
Holly		$10.20
Monterey		$10.39
Mystic		$9.41
Nicole		$10.00
Resolana		$10.13
Sachi		$9.82
Sandridge		$10.02
Sanford		$9.35
Satjanon		$9.65
Shawnee		$9.51
Sonny		$10.75
Sullivan		$9.73
Troxler		$9.63
Tyner		$9.27
Wendell		$10.05
Westbury		$9.76
Westgate		$9.77
Wizard		$9.81