Vivmark Residential (VMRK) official guidance
Vivmark Residential (VMRK) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteVMRKEQUITY RESIDENTIALFY2026 · ends 2026-12-31
11 metrics2 raised1 lowered6 new2 maintainedearnings release · 2026-07-22 20:29:25 UTC
2026-07-22 20:29:25 UTC1.5% – 2.1%raised +20.0%1.5% – 2.1% vs FY2025
| NOI change | 1.5% to 2.1% | 0.5% to 2.5% | 0.3% |
VMRK · EX-99.1 · Q2 FY2026
2026-07-22 20:28:57 UTCOpen source
2026-04-28 20:39:41 UTC0.5% – 2.5%maintained0.5% – 2.5% vs FY2025
| NOI change (1) | | 0.5% to 2.5% | 0.5% to 2.5% |
VMRK · EX-99.1 · Q1 FY2026
2026-04-28 20:38:20 UTCOpen source
2026-02-05 21:23:35 UTC0.5% – 2.5%new0.5% – 2.5% vs FY2025
| NOI change | | 0.5% to 2.5% |
VMRK · EX-99.1 · Q4 FY2025
2026-02-05 21:22:24 UTCOpen source
2026-07-22 20:29:25 UTC3% – 4%maintained3% – 4% vs FY2025
| Expense change | 3.0% to 4.0% | 3.0% to 4.0% | 0.0% |
VMRK · EX-99.1 · Q2 FY2026
2026-07-22 20:28:57 UTCOpen source
2026-04-28 20:39:41 UTC3% – 4%maintained3% – 4% vs FY2025
| Expense change | | 3.0% to 4.0% | 3.0% to 4.0% |
VMRK · EX-99.1 · Q1 FY2026
2026-04-28 20:38:20 UTCOpen source
2026-02-07 05:01:27 UTC3% – 4%maintained3% – 4% vs FY2025
As noted on Page 7 of our management presentation, we anticipate 2026 same-store expense growth to range between 3% to 4%, with a midpoint that is 20 basis points lower than 2025.
VMRK · transcript · Q4 FY2025
2026-02-07 05:00:00 UTCOpen source
2026-02-05 21:23:35 UTC3% – 4%new3% – 4% vs FY2025
| Expense change | | 3.0% to 4.0% |
VMRK · EX-99.1 · Q4 FY2025
2026-02-05 21:22:24 UTCOpen source
2026-07-22 20:29:25 UTC96.3%lowered -0.1%
| Physical Occupancy | 96.3% | 96.4% | (0.1%) |
VMRK · EX-99.1 · Q2 FY2026
2026-07-22 20:28:57 UTCOpen source
2026-04-28 20:39:41 UTC96.4%maintained
| Physical Occupancy | | 96.4% | 96.4% |
VMRK · EX-99.1 · Q1 FY2026
2026-04-28 20:38:20 UTCOpen source
2026-02-07 05:01:27 UTC96.4%maintained
This should provide us an opportunity to run the portfolio at 96.4%, which would be about a 10 basis point improvement on this same-store set.
VMRK · transcript · Q4 FY2025
2026-02-07 05:00:00 UTCOpen source
2026-02-05 21:23:35 UTC96.4%new
| Physical Occupancy | | 96.4% |
VMRK · EX-99.1 · Q4 FY2025
2026-02-05 21:22:24 UTCOpen source
2026-07-22 20:29:25 UTC2.1% – 2.7%raised +9.1%2.1% – 2.7% vs FY2025
| Revenue change | 2.1% to 2.7% | 1.2% to 3.2% | 0.2% |
VMRK · EX-99.1 · Q2 FY2026
2026-07-22 20:28:57 UTCOpen source
2026-04-28 20:39:41 UTC1.2% – 3.2%maintained1.2% – 3.2% vs FY2025
| Revenue change | | 1.2% to 3.2% | 1.2% to 3.2% |
VMRK · EX-99.1 · Q1 FY2026
2026-04-28 20:38:20 UTCOpen source
2026-02-05 21:23:35 UTC1.2% – 3.2%new1.2% – 3.2% vs FY2025
| Revenue change | | 1.2% to 3.2% |
VMRK · EX-99.1 · Q4 FY2025
2026-02-05 21:22:24 UTCOpen source
2026-04-30 04:01:20 UTC1.5% – 3%maintained1.5% – 3% vs FY2025
We had about a 1.5% to 3% kind of growth rate.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-02-07 05:01:27 UTC1.5% – 3%new1.5% – 3% vs FY2025
Given this backdrop, we expect blended rate growth to be between 1.5% and 3% for the year.
VMRK · transcript · Q4 FY2025
2026-02-07 05:00:00 UTCOpen source
2026-04-30 04:01:20 UTC60%new
We're also continuing with the successful rollout of our bulk Internet program, and we'll have about 60% of the portfolio live by year-end.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-30 04:01:20 UTC4Knew
With only 4,000 units being delivered this year, a decline of over 65%, the real question here is whether we will see any improvement in consumer confidence in this market.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-30 04:01:20 UTCat most -65%new-65% vs FY2025
With only 4,000 units being delivered this year, a decline of over 65%, the real question here is whether we will see any improvement in consumer confidence in this market.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-30 04:01:20 UTC-35%new-35% vs FY2025
As I said on our last call, we expect deliveries in our markets to be down 35% in 2026 versus 2025.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-30 04:01:20 UTC-20%new-20% vs FY2025
So I think the expectations right now on a full year for concessions, I would still model somewhere about 20% reduction relative to what we used in 2025.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-30 04:01:20 UTCroughly flatnew
And embedded in that was implied new lease change roughly flat renewals somewhere around that 4.5% to 4.75% range.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
VMRKVIVMARK RESIDENTIALQ2 FY2026 · ends 2026-06-30
1 metric1 newearnings call · 2026-04-30 04:01:20 UTC
2026-04-30 04:01:20 UTCcloser to kind of flatnew
I don't expect us to end the quarter at minus negative 1% for the quarter. My guess is you'll see each month sequentially build and put us closer to kind of flat.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
VMRKVIVMARK RESIDENTIALFY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-04-30 04:01:20 UTC
2026-04-30 04:01:20 UTC4.5% – 4.8%new4.5% – 4.8% vs FY2025
And embedded in that was implied new lease change roughly flat renewals somewhere around that 4.5% to 4.75% range.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
VMRKVIVMARK RESIDENTIALQ2 FY2026 · ends 2026-06-30
2 metrics2 newearnings call · 2026-04-30 04:01:20 UTC
2026-04-30 04:01:20 UTCstrong, stable performance in terms of retention and achieved renewal rate increasesnew
In the second quarter, we expect to see a sequential build in new lease change and strong, stable performance in terms of retention and achieved renewal rate increases.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-30 04:01:20 UTCstrong, stable performance in terms of retentionnew
In the second quarter, we expect to see a sequential build in new lease change and strong, stable performance in terms of retention and achieved renewal rate increases.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
VMRKVIVMARK RESIDENTIALFY2026 · ends 2026-12-31
5 metrics1 lowered2 new2 maintainedearnings call · 2026-04-30 04:01:20 UTC
2026-04-30 04:01:20 UTCslightly positive same-store revenue growthnew
Atlanta is performing the best, and if the current trends continue, this market should deliver slightly positive same-store revenue growth for the year which is better than what we thought 90 days ago.
VMRK · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-04-28 20:39:41 UTC$125Mmaintained
| NOI-Enhancing Capital Expenditures for Residential Same Store Properties (2) | | $125.0M | $125.0M |
VMRK · EX-99.1 · Q1 FY2026
2026-04-28 20:38:20 UTCOpen source
2026-02-05 21:23:35 UTC$125Mnew
| NOI-Enhancing Capital Expenditures for Residential Same Store Properties (3) | | $125.0M |
VMRK · EX-99.1 · Q4 FY2025
2026-02-05 21:22:24 UTCOpen source
2026-04-28 20:39:41 UTC$310Mnew
| Capital Expenditures to Real Estate for Residential Same Store Properties | | $310.0M | $310.0M |
VMRK · EX-99.1 · Q1 FY2026
2026-04-28 20:38:20 UTCOpen source
2026-04-28 20:39:41 UTC$6.3M – $8.3Mmaintained
| Capitalized interest | | $6.3M to $8.3M | $6.3M to $8.3M |
VMRK · EX-99.1 · Q1 FY2026
2026-04-28 20:38:20 UTCOpen source
2026-02-05 21:23:35 UTC$6.3M – $8.3Mnew
| Capitalized interest | | $6.3M to $8.3M |
VMRK · EX-99.1 · Q4 FY2025
2026-02-05 21:22:24 UTCOpen source
2026-04-28 20:39:41 UTC$8.3B – $8.5Blowered -0.6%
| Weighted average debt outstanding | | $8.28B to $8.48B | $8.33B to $8.53B |
VMRK · EX-99.1 · Q1 FY2026
2026-04-28 20:38:20 UTCOpen source
2026-02-05 21:23:35 UTC$8.3B – $8.5Bnew
| Weighted average debt outstanding | | $8.33B to $8.53B |
VMRK · EX-99.1 · Q4 FY2025
2026-02-05 21:22:24 UTCOpen source