1-U 1 current_report.htm

  

  

  

  

  

  

   

   

   

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

   

FORM 1-U

   

CURRENT REPORT PURSUANT TO REGULATION A

   

Date of Report:

April 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)

 

Arrived Series Breckenridge; Arrived Series Tyner; Arrived Series Cordelia; Arrived Series Allen; Arrived Series Sanford; Arrived Series Dan; Arrived Series Resolana; Arrived Series Westgate; Arrived Series Monterey; Arrived Series Gerald; Arrived Series Mystic; Arrived Series Nicole; Arrived Series Harold; Arrived Series Sandridge; Arrived Series Sullivan; Arrived Series Wendell; Arrived Series Wizard; Arrived Series Arnold; Arrived Series Cole; Arrived Series Annadale; Arrived Series Flintwood; Arrived Series Commodore; Arrived Series Cher; Arrived Series Sachi; Arrived Series Satjanon; Arrived Series Bristol; Arrived Series Westbury; Arrived Series Sonny; Arrived Series Arcola; Arrived Series Holly; Arrived Series Gentry; Arrived Series Cranberry; Arrived Series Troxler; Arrived Series Shawnee; Arrived Series Olivia; Arrived Series Prakash; Arrived Series Lendrum; Arrived Series Funderburk; Arrived Series Kern; Arrived Series Humphreys; Arrived Series Jasmine; Arrived Series Rose; Arrived Series Skitt; Arrived Series 500; Arrived Series Chesterfield; Arrived Series Brownster; Arrived Series Joyce; Arrived Series Jennie; Arrived Series Rattler; Arrived Series Savannah; Arrived Series Travis; Arrived Series Hutchins; Arrived Series Kimble; Arrived Series Hawthorn; Arrived Series Garnet; Arrived Series Moraine; Arrived Series Lavon; Arrived Series Ruby; Arrived Series Zube

 

(Title of each class of securities issued pursuant to Regulation A)

 

ITEM 9. OTHER EVENTS

Net Asset Value as of April 25, 2026

 

As of 8:00 AM Eastern Time, Saturday, April 25, 2026, our net asset value ("NAV") per interest for each series is set in the table below. This NAV per interest shall be effective until updated by us on or about July 25, 2026.

 

Series

 

NAV Per Interest

 

Allen

 

$10.13

 

Annadale

 

$9.56

 

Arcola

 

$9.64

 

Arnold

 

$10.20

 

Breckenridge

 

$10.30

 

Bristol

 

$10.12

 

Cher

 

$10.69

 

Cole

 

$10.11

 

Commodore

 

$9.65

 

Cordelia

 

$9.87

 

Cranberry

 

$9.98

 

Dan

 

$9.88

 

Flintwood

 

$9.75

 

Gentry

 

$10.12

 

Gerald

 

$9.87

 

Harold

 

$10.03

 

Holly

 

$10.12

 

Monterey

 

$10.58

 

Mystic

 

$9.39

 

Nicole

 

$9.82

 

Resolana

 

$10.20

 

Sachi

 

$9.80

 

Sandridge

 

$10.01

 

Sanford

 

$9.03

 

Satjanon

 

$9.62

 

Shawnee

 

$8.99

 

Sonny

 

$10.70

 

Sullivan

 

$10.16

 

Troxler

 

$9.85

 

 

The following sets forth the calculation of each series' NAV per interest:

 

BALANCE SHEET (UNAUDITED) [1]

 

 

 

Allen

 

 

Annadale

 

 

Arcola

 

 

Arnold

 

 

Breckenridge

 

 

Bristol

 

 

Cher

ASSETS

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Current assets:

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Cash

$

12,046 

 

$

21,453 

 

$

16,016 

 

$

14,998 

 

$

18,526 

 

$

20,463 

 

$

14,565 

Other receivables

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Prepaid expenses

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Deposits

 

6,255 

 

 

5,427 

 

 

8,240 

 

 

6,386 

 

 

9,680 

 

 

8,082 

 

 

5,834 

Property and equipment, net

 

290,069 

 

 

339,746 

 

 

296,076 

 

 

301,016 

 

 

357,526 

 

 

340,271 

 

 

280,520 

Total assets

$

308,370 

 

$

366,626 

 

$

320,332 

 

$

322,399 

 

$

385,732 

 

$

368,816 

 

$

300,919 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

LIABILITIES

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Current liabilities:

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Accrued expenses

$

1,201 

 

$

1,072 

 

$

1,378 

 

$

1,224 

 

$

1,258 

 

$

5,010 

 

$

934 

Accounts payable

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Due to (from) related parties

 

6,086 

 

 

6,532 

 

 

3,296 

 

 

7,037 

 

 

7,557 

 

 

5,896 

 

 

4,224 

Tenant deposits

 

2,095 

 

 

2,095 

 

 

4,190 

 

 

2,595 

 

 

4,543 

 

 

3,843 

 

 

2,345 

Note payable, related party

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Mortgage payables

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Total liabilities

$

9,382 

 

$

9,699 

 

$

8,863 

 

$

10,856 

 

$

13,358 

 

$

14,748 

 

$

7,503 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

MEMBERS' EQUITY (DEFICIT)

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Members' capital

 

304,151 

 

 

369,450 

 

 

323,374 

 

 

315,280 

 

 

374,533 

 

 

365,494 

 

 

304,755 

Accumulated deficit

 

(5,164) 

 

 

(12,524) 

 

 

(11,905) 

 

 

(3,736) 

 

 

(2,160) 

 

 

(11,427) 

 

 

(11,339) 

Total members' equity (deficit)

$

298,987 

 

$

356,926 

 

$

311,469 

 

$

311,543 

 

$

372,373 

 

$

354,067 

 

$

293,416 

Total liabilities and members' equity (deficit)

$

308,370 

 

$

366,626 

 

$

320,332 

 

$

322,399 

 

$

385,732 

 

$

368,816 

 

$

300,919 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

NET FAIR VALUE OF ASSETS

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Net asset value with members' equity (without fair value adjustments)

 

298,987 

 

 

356,926 

 

 

311,469 

 

 

311,543 

 

 

372,373 

 

 

354,067 

 

 

293,416 

Net adjustments to fair value

 

61,515 

 

 

40,549 

 

 

37,946 

 

 

62,371 

 

 

79,229 

 

 

65,462 

 

 

68,926 

TOTAL NET ASSETS

$

360,502 

 

$

397,475 

 

$

349,415 

 

$

373,914 

 

$

451,603 

 

$

419,529 

 

$

362,342 

NET ASSET VALUE PER INTEREST

$

10.13 

 

$

9.56 

 

$

9.64 

 

$

10.20 

 

$

10.30 

 

$

10.12 

 

$

10.69 

 

 

 

Cole

 

 

Commodore

 

 

Cordelia

 

 

Cranberry

 

 

Dan

 

 

Flintwood

 

 

Gentry

ASSETS

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Current assets:

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Cash

$

15,270 

 

$

26,223 

 

$

21,060 

 

$

15,287 

 

$

39,591 

 

$

20,584 

 

$

21,977 

Other receivables

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Prepaid expenses

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Deposits

 

6,662 

 

 

7,113 

 

 

2,850 

 

 

5,215 

 

 

3,263 

 

 

6,234 

 

 

7,254 

Property and equipment, net

 

285,565 

 

 

375,862 

 

 

338,220 

 

 

308,563 

 

 

263,734 

 

 

353,998 

 

 

332,336 

Total assets

$

307,497 

 

$

409,198 

 

$

362,130 

 

$

329,065 

 

$

306,588 

 

$

380,817 

 

$

361,568 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

LIABILITIES

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Current liabilities:

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Accrued expenses

$

981 

 

$

5,179 

 

$

1,319 

 

$

2,903 

 

$

1,071 

 

$

1,533 

 

$

1,104 

Accounts payable

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Due to (from) related parties

 

6,376 

 

 

5,667 

 

 

8,476 

 

 

5,388 

 

 

5,690 

 

 

4,593 

 

 

6,546 

Tenant deposits

 

2,445 

 

 

2,595 

 

 

2,295 

 

 

2,095 

 

 

2,468 

 

 

2,495 

 

 

2,795 

Note payable, related party

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Mortgage payables

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Total liabilities

$

9,802 

 

$

13,441 

 

$

12,090 

 

$

10,385 

 

$

9,229 

 

$

8,621 

 

$

10,445 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

MEMBERS' EQUITY (DEFICIT)

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Members' capital

 

299,130 

 

 

407,862 

 

 

361,204 

 

 

333,476 

 

 

306,840 

 

 

380,498 

 

 

358,673 

Accumulated deficit

 

(1,435) 

 

 

(12,105) 

 

 

(11,164) 

 

 

(14,796) 

 

 

(9,480) 

 

 

(8,301) 

 

 

(7,550) 

Total members' equity (deficit)

$

297,695 

 

$

395,757 

 

$

350,040 

 

$

318,679 

 

$

297,359 

 

$

372,196 

 

$

351,123 

Total liabilities and members' equity (deficit)

$

307,497 

 

$

409,198 

 

$

362,130 

 

$

329,065 

 

$

306,588 

 

$

380,817 

 

$

361,568 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

NET FAIR VALUE OF ASSETS

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Net asset value with members' equity (without fair value adjustments)

 

297,695 

 

 

395,757 

 

 

350,040 

 

 

318,679 

 

 

297,359 

 

 

372,196 

 

 

351,123 

Net adjustments to fair value

 

59,061 

 

 

50,730 

 

 

64,112 

 

 

52,651 

 

 

53,873 

 

 

54,268 

 

 

60,563 

TOTAL NET ASSETS

$

356,756 

 

$

446,487 

 

$

414,152 

 

$

371,330 

 

$

351,232 

 

$

426,465 

 

$

411,686 

NET ASSET VALUE PER INTEREST

$

10.11 

 

$

9.65 

 

$

9.87 

 

$

9.98 

 

$

9.88 

 

$

9.75 

 

$

10.12 

 

 

 

Gerald

 

 

Harold

 

 

Holly

 

 

Monterey

 

 

Mystic

 

 

Nicole

 

 

Resolana

ASSETS

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Current assets:

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Cash

$

13,272 

 

$

18,026 

 

$

24,915 

 

$

17,452 

 

$

12,063 

 

$

15,433 

 

$

8,445 

Other receivables

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Prepaid expenses

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Deposits

 

4,388 

 

 

5,627 

 

 

5,703 

 

 

4,551 

 

 

5,662 

 

 

5,782 

 

 

5,564 

Property and equipment, net

 

304,295 

 

 

300,738 

 

 

305,683 

 

 

288,274 

 

 

298,267 

 

 

295,106 

 

 

282,573 

Total assets

$

321,955 

 

$

324,392 

 

$

336,302 

 

$

310,277 

 

$

315,992 

 

$

316,322 

 

$

296,582 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

LIABILITIES

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Current liabilities:

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Accrued expenses

$

2,349 

 

$

1,131 

 

$

4,654 

 

$

1,198 

 

$

1,378 

 

$

1,082 

 

$

374 

Accounts payable

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Due to (from) related parties

 

5,993 

 

 

6,198 

 

 

3,923 

 

 

6,777 

 

 

4,052 

 

 

6,160 

 

 

4,052 

Tenant deposits

 

2,095 

 

 

2,250 

 

 

2,195 

 

 

1,750 

 

 

2,195 

 

 

2,345 

 

 

2,145 

Note payable, related party

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Mortgage payables

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Total liabilities

$

10,438 

 

$

9,579 

 

$

10,772 

 

$

9,725 

 

$

7,624 

 

$

9,587 

 

$

6,571 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

MEMBERS' EQUITY (DEFICIT)

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Members' capital

 

329,032 

 

 

333,369 

 

 

331,624 

 

 

312,221 

 

 

323,085 

 

 

307,162 

 

 

302,127 

Accumulated deficit

 

(17,514) 

 

 

(18,557) 

 

 

(6,094) 

 

 

(11,669) 

 

 

(14,718) 

 

 

(427) 

 

 

(12,116) 

Total members' equity (deficit)

$

311,518 

 

$

314,812 

 

$

325,530 

 

$

300,552 

 

$

308,367 

 

$

306,735 

 

$

290,011 

Total liabilities and members' equity (deficit)

$

321,955 

 

$

324,392 

 

$

336,302 

 

$

310,277 

 

$

315,992 

 

$

316,322 

 

$

296,582 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

NET FAIR VALUE OF ASSETS

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Net asset value with members' equity (without fair value adjustments)

 

311,518 

 

 

314,812 

 

 

325,530 

 

 

300,552 

 

 

308,367 

 

 

306,735 

 

 

290,011 

Net adjustments to fair value

 

55,342 

 

 

57,150 

 

 

52,200 

 

 

81,071 

 

 

36,053 

 

 

49,998 

 

 

66,976 

TOTAL NET ASSETS

$

366,859 

 

$

371,962 

 

$

377,730 

 

$

381,623 

 

$

344,420 

 

$

356,733 

 

$

356,986 

NET ASSET VALUE PER INTEREST

$

9.87 

 

$

10.03 

 

$

10.12 

 

$

10.58 

 

$

9.39 

 

$

9.82 

 

$

10.20 

 

 

 

Sachi

 

 

Sandridge

 

 

Sanford

 

 

Satjanon

 

 

Shawnee

 

 

Sonny

 

 

Sullivan

ASSETS

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Current assets:

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Cash

$

17,126 

 

$

18,444 

 

$

7,002 

 

$

25,055 

 

$

22,246 

 

$

13,250 

 

$

24,567 

Other receivables

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Prepaid expenses

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Deposits

 

5,649 

 

 

8,536 

 

 

4,561 

 

 

7,071 

 

 

5,591 

 

 

4,960 

 

 

6,124 

Property and equipment, net

 

326,695 

 

 

326,718 

 

 

171,655 

 

 

370,108 

 

 

308,238 

 

 

280,520 

 

 

309,882 

Total assets

$

349,470 

 

$

353,698 

 

$

183,218 

 

$

402,235 

 

$

336,076 

 

$

298,730 

 

$

340,573 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

LIABILITIES

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Current liabilities:

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Accrued expenses

$

1,168 

 

$

1,412 

 

$

3,108 

 

$

3,082 

 

$

2,290 

 

$

1,274 

 

$

1,218 

Accounts payable

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Due to (from) related parties

 

6,760 

 

 

8,357 

 

 

3,181 

 

 

5,367 

 

 

3,241 

 

 

4,012 

 

 

5,745 

Tenant deposits

 

2,195 

 

 

3,743 

 

 

1,995 

 

 

2,495 

 

 

2,195 

 

 

1,895 

 

 

2,345 

Note payable, related party

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Mortgage payables

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

 

 

- 

Total liabilities

$

10,123 

 

$

13,512 

 

$

8,285 

 

$

10,944 

 

$

7,726 

 

$

7,180 

 

$

9,308 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

MEMBERS' EQUITY (DEFICIT)

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Members' capital

 

353,182 

 

 

352,658 

 

 

175,654 

 

 

397,606 

 

 

331,864 

 

 

302,213 

 

 

334,902 

Accumulated deficit

 

(13,835) 

 

 

(12,472) 

 

 

(721) 

 

 

(6,315) 

 

 

(3,514) 

 

 

(10,663) 

 

 

(3,637) 

Total members' equity (deficit)

$

339,347 

 

$

340,186 

 

$

174,933 

 

$

391,291 

 

$

328,350 

 

$

291,550 

 

$

331,265 

Total liabilities and members' equity (deficit)

$

349,470 

 

$

353,698 

 

$

183,218 

 

$

402,235 

 

$

336,076 

 

$

298,730 

 

$

340,573 

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

NET FAIR VALUE OF ASSETS

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

 

 

  

Net asset value with members' equity (without fair value adjustments)

 

339,347 

 

 

340,186 

 

 

174,933 

 

 

391,291 

 

 

328,350 

 

 

291,550 

 

 

331,265 

Net adjustments to fair value

 

51,628 

 

 

62,878 

 

 

19,043 

 

 

36,660 

 

 

8,249 

 

 

71,442 

 

 

62,136 

TOTAL NET ASSETS

$

390,975 

 

$

403,064 

 

$

193,976 

 

$

427,951 

 

$

336,599 

 

$

362,991 

 

$

393,401 

NET ASSET VALUE PER INTEREST

$

9.80 

 

$

10.01 

 

$

9.03 

 

$

9.62 

 

$

8.99 

 

$

10.70 

 

$

10.16 

 

 

 

Troxler

ASSETS

 

  

Current assets:

 

  

Cash

$

18,459 

Other receivables

 

- 

Prepaid expenses

 

- 

Deposits

 

6,146 

Property and equipment, net

 

296,314 

Total assets

$

320,919 

 

 

  

LIABILITIES

 

  

Current liabilities:

 

  

Accrued expenses

$

1,241 

Accounts payable

 

- 

Due to (from) related parties

 

3,387 

Tenant deposits

 

2,445 

Note payable, related party

 

- 

Mortgage payables

 

- 

Total liabilities

$

7,074 

 

 

  

MEMBERS' EQUITY (DEFICIT)

 

  

Members' capital

 

319,371 

Accumulated deficit

 

(5,526) 

Total members' equity (deficit)

$

313,845 

Total liabilities and members' equity (deficit)

$

320,919 

 

 

  

NET FAIR VALUE OF ASSETS

 

  

Net asset value with members' equity (without fair value adjustments)

 

313,845 

Net adjustments to fair value

 

43,498 

TOTAL NET ASSETS

$

357,343 

NET ASSET VALUE PER INTEREST

$

9.85 

[1] Estimated Balance Sheet as of March 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 April 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