The Collective | State of the Union

Property Occupancy Ranking

Monthly Turn Spending Trend

Property Summary — All Communities

Property	Total Units	Occupied	Vacant	Occ %	POH Inspected	TURNS Active	Monthly Rent	Past Due	Budget	PO Approved

Select Property:

Turns Pipeline — All Properties

Filter by Status: Search Unit:

Property	Unit	Group	OCC Status	Order Status	Rehab Rating

Park-Owned Home Inventory — Condition & Value Summary

Filter Property: Search:

Property	Unit	Rehab Level	Classification	Roof	HVAC	Siding	Floors	Plumbing	Manufacturer	Year	BD/BA

POH Tax Assessments & Market Values

Home	Property/Entity	Invoiced Cost	2025 Market Value

Budget vs. Actual Spending

Stress Test Scenarios — Turn Cost Projections

Reserve Adequacy

CapEx Reserve: $5,843,015 | 30.7 months at base case

Monthly Spending Acceleration

Warning: March 2026 peak of $646.6K is 3.4x the historical average. If sustained, annual spend would be $7.75M — consuming reserves in ~9 months.

Handyman Special Candidates — Give Away for Lot Rent

Units with low rehab levels (1-2) and mostly cosmetic issues. Instead of spending $3K+ on rehab, give these away cheap and start collecting lot rent immediately. Each conversion = $300-500/mo in new revenue.

Property	Unit	Rehab Level	Roof	HVAC	Siding	Floors	Walls	Appliances	Est. Lot Rent

Impact Analysis — Handyman Conversion Revenue

Priority Actions — This Week

20 Homes Per Property — Priority Picks

Property:

Contractor Market Research — By Market

New contractor contacts to improve vendor execution. Research based on property locations and trade needs.

THE COLLECTIVE — STATE OF THE UNION