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Key Portfolio-Level Observations

1. Gross Potential Rent (GPR)

Strong YoY growth at:

Marion (+$8,036)

Greenbrier 277 (+$5,517)

New Albany (+$5,106)

Most significant declines at:

Granville (–$13,779)

Laurel MS15 (–$12,695)

Laurel (–$8,521)

This suggests rate growth and/or unit mix improvement in select Ohio/Arkansas assets, while several Mississippi assets show contraction in potential rent.

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2. Actual Unit Occupancy % (Jan-25 → Jan-26)

Largest gains:

Benton: 6.5% → 39.5% (+33.0 pts)

Laurel: 26.6% → 47.0% (+20.4 pts)

New Albany: 43.9% → 60.0% (+16.1 pts)

Magee: +14.7 pts

Largest declines:

Trimble: –11.6 pts

Orrville: –10.6 pts

Richards Rd: –9.6 pts

Several assets improved materially in lease-up phase (Benton, Laurel, New Albany), while stabilized assets saw modest occupancy compression.

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3. SF Occupancy % (Physical Occupancy by Area)

Strongest gains:

Laurel: +22.0 pts

New Albany: +21.0 pts

Magee: +12.0 pts

Marengo: +10.0 pts

Declines:

Orrville: –9.0 pts

Richards Rd: –8.0 pts

Trimble: –8.0 pts

SF occupancy trends largely mirror unit occupancy shifts.

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4. Net Rentals Net rental data for January did not populate in the extract (likely formatting mismatch in the row label). If you’d like, I can:

Re-run specifically for Move-Ins / Move-Outs

Or calculate trailing 3-month net rentals to smooth January volatility

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Strategic Takeaways

Lease-Up Assets Improving: Benton, Laurel, New Albany are clearly in growth phase.

Rate Growth Leaders: Marion, Greenbrier 277, New Albany.

Watchlist Assets: Granville, Laurel MS15, Trimble (GPR compression and/or occupancy softening).

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