v3.26.1
Notes And Other Receivables
6 Months Ended
Jun. 30, 2026
Notes and Loans Payable, by Type, Current and Noncurrent [Abstract]  
Notes And Other Receivables
4. Notes and Other Receivables
The following table sets forth certain information regarding notes and other receivables (in millions):
June 30, 2026December 31, 2025
Installment notes receivable on manufactured homes, net$150.5 $139.2 
Notes receivable from real estate operators50.9 44.5 
Other receivables:
Insurance receivables(1)
41.5 42.4 
Receivables from residents and customers(2)
18.1 15.1 
Home sale proceeds
13.2 15.1 
Other receivables8.2 6.6 
Other receivables, net81.0 79.2 
Total Notes and Other Receivables, net$282.4 $262.9 
(1)Primarily consists of receivables from insurance providers related to Hurricanes Helene and Milton. Refer to Note 14, "Commitments and Contingencies," for additional details.
(2)Net of allowance for credit losses of $4.4 million and $5.0 million as of June 30, 2026 and December 31, 2025, respectively.
Installment Notes Receivable on Manufactured Homes
Installment notes receivable are measured at fair value, using indicative pricing models from third party valuation specialists, in accordance with ASC 820, "Fair Value Measurements." The balances of installment notes receivable of $150.5 million (principal of installment notes receivable of $156.2 million less fair value adjustment of $5.7 million) and $139.2 million (principal of installment notes receivable of $142.1 million less fair value adjustment of $2.9 million) as of June 30, 2026 and December 31, 2025, respectively, are secured by manufactured homes. The notes had a net weighted average interest rate (net of servicing costs) and maturity of 7.5% and 17.3 years as of June 30, 2026 and December 31, 2025. Refer to Note 13, "Fair Value Measurements," for additional details.
Notes Receivable from Real Estate Operators
The notes receivable from real estate operators are measured at fair value and consist of loans provided to real estate operators in conjunction with prior property dispositions. The balance on these notes was $50.9 million with a net weighted average interest rate and maturity of 5.2% and 0.7 years as of June 30, 2026, and was $44.5 million with a net weighted average interest rate and maturity of 5.0% and one year as of December 31, 2025. Refer to Note 13, "Fair Value Measurements," for additional information.