February 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 Private Credit offerings in the Arrived portfolio.
Single Family Residential property performance
February 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 $917K in rental income, supporting ongoing dividend distributions to investors.
In February, 25 new leases were started with an average lease term of 22 months, and 21 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.
Equity fund performance
The Single Family Residential Fund posted a 4.2% annualized dividend yield in February. The fund maintained an average stabilized occupancy of 94.6%.
The Seattle City Fund continued to build momentum in February, sustaining 100% stabilized occupancy while increasing its annualized dividend yield to 5.2%.
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 help minimize idle funds and support cash flow while positioning the portfolio for future acquisitions.
Private Credit Fund performance
In February, the Arrived Private Credit Fund delivered a record 8.6% annualized dividend yield, reflecting continued strength in income generation from real estate-backed lending activity.
During the month, the Fund added over $6.5M in new loan volume and received more than $7.8M in principal repayments, highlighting ongoing portfolio rotation and borrower paydowns. As of month-end, total capital invested reached approximately $78M, with the Fund continuing to generate income through a diversified portfolio of real estate-secured loans.
This performance underscores the Fund’s focus 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 Private Credit Fund in February.
Vacation Rental performance
Arrived vacation rentals generated $258,673 in gross booking revenue for 40 booking-ready properties in February.
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.
See the Property History Timeline for individual updates for each property.
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