Arrived Homes 4 LLC

10/27/2026 | Press release | Distributed by Public on 10/27/2026 15:04

Securities Offering by Private Issuer (Form 253G2)

Filed Pursuant to Rule 253(g)(2)

File No. 024-12424

Arrived Homes 4, LLC

SUPPLEMENT NO. 2 DATED October 27, 2026
TO THE OFFERING CIRCULAR DATED June 12, 2026

This document supplements, and should be read in conjunction with, the offering circular of Arrived Homes 4, LLC ("we", "our" or "us"), dated June 12, 2026, as previously supplemented, and filed by us with the Securities and Exchange Commission (the "Commission") (collectively, the "Offering Circular"). Unless otherwise defined in this supplement, capitalized terms used in this supplement shall have the same meanings as set forth in the Offering Circular.

The purpose of this supplement is to disclose:

●

Our Net Asset Value ("NAV") Per Interest for each series as of October 25, 2026.

Net Asset Value as of October 25, 2026

As of October 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 January 25, 2027.

Series

NAV Per Interest

Allen

$10.24

Annadale

$9.69

Arcola

$9.47

Arnold

$10.10

Breckenridge

$10.49

Bristol

$10.21

Cher

$10.57

Cole

$9.98

Commodore

$9.59

Cordelia

$9.64

Cranberry

$9.82

Dan

$9.67

Flintwood

$10.08

Funderburk

$10.19

Gentry

$9.71

Gerald

$9.78

Harold

$9.97

Holly

$10.28

Monterey

$10.38

Mystic

$9.32

Nicole

$9.81

Olivia

$9.92

Prakash

$9.85

Resolana

$10.10

Sachi

$9.70

Sandridge

$9.93

Sanford

$9.23

Satjanon

$9.58

Shawnee

$9.61

Sonny

$10.66

Sullivan

$9.62

Troxler

$9.65

Tyner

$9.08

Wendell

$9.94

Westbury

$9.71

Westgate

$9.62

Wizard

$9.73

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

$

8,818

$

19,260

$

17,297

$

12,666

$

19,064

$

20,400

$

13,463

Other receivables

-

-

-

-

-

-

-

Prepaid expenses

-

-

-

-

-

-

-

Deposits

3,649

4,466

6,215

4,451

7,297

6,019

3,614

Property and equipment, net

285,912

334,909

291,945

296,918

352,387

335,450

276,549

Total assets

$

299,215

$

359,584

$

316,548

$

314,974

$

379,793

$

362,852

$

294,483

LIABILITIES

Current liabilities:

Accrued expenses

$

2,829

$

2,437

$

-

$

3,040

$

3,286

$

3,172

$

1,749

Accounts payable

-

-

-

-

-

-

-

Due to (from) related parties

4,162

3,940

7,071

3,761

5,353

3,785

2,816

Tenant deposits

2,095

2,095

4,190

2,595

4,543

3,843

1,895

Note payable, related party

-

-

-

-

-

-

-

Mortgage payables

-

-

-

-

-

-

-

Total liabilities

$

9,086

$

8,472

$

11,261

$

9,395

$

13,181

$

10,799

$

6,459

MEMBERS' EQUITY (DEFICIT)

Members' capital

301,199

359,517

314,969

305,894

364,320

356,213

300,381

Accumulated deficit

(11,070)

(8,405)

(9,682)

(315)

2,292

(4,160)

(12,357)

Total members' equity (deficit)

$

290,129

$

351,112

$

305,287

$

305,579

$

366,612

$

352,053

$

288,024

Total liabilities and members' equity (deficit)

$

299,215

$

359,584

$

316,548

$

314,974

$

379,793

$

362,852

$

294,483

NET FAIR VALUE OF ASSETS

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

290,129

351,112

305,287

305,579

366,612

352,053

288,024

Net adjustments to fair value

74,050

51,579

37,980

64,627

93,019

70,939

70,336

TOTAL NET ASSETS

$

364,179

$

402,691

$

343,267

$

370,206

$

459,631

$

422,991

$

358,360

NET ASSET VALUE PER INTEREST

$

10.24

$

9.69

$

9.47

$

10.10

$

10.49

$

10.21

$

10.57

Cole

Commodore

Cordelia

Cranberry

Dan

Flintwood

Funderburk

ASSETS

Current assets:

Cash

$

9,957

$

22,657

$

14,184

$

12,552

$

34,898

$

19,445

$

17,687

Other receivables

-

-

-

-

-

-

-

Prepaid expenses

-

-

-

-

-

-

-

Deposits

4,230

5,481

4,575

4,075

3,453

4,762

3,647

Property and equipment, net

281,491

370,542

333,407

304,213

260,081

348,970

253,405

Total assets

$

296,509

$

399,609

$

352,983

$

321,675

$

299,154

$

374,224

$

275,493

LIABILITIES

Current liabilities:

Accrued expenses

$

2,395

$

4,313

$

3,215

$

2,332

$

2,192

$

4,382

$

3,238

Accounts payable

-

-

-

-

-

-

-

Due to (from) related parties

3,644

4,238

4,733

2,933

3,713

4,389

1,521

Tenant deposits

2,345

2,595

2,295

2,095

1,695

2,495

2,200

Note payable, related party

-

-

-

-

-

-

-

Mortgage payables

-

-

-

-

-

-

-

Total liabilities

$

8,384

$

11,146

$

10,244

$

7,361

$

7,600

$

11,266

$

6,959

MEMBERS' EQUITY (DEFICIT)

Members' capital

295,918

396,382

350,595

324,693

304,351

369,032

284,259

Accumulated deficit

(7,792)

(7,919)

(7,856)

(10,379)

(12,796)

(6,074)

(15,725)

Total members' equity (deficit)

$

288,126

$

388,463

$

342,739

$

314,314

$

291,554

$

362,958

$

268,534

Total liabilities and members' equity (deficit)

$

296,509

$

399,609

$

352,983

$

321,675

$

299,154

$

374,224

$

275,493

NET FAIR VALUE OF ASSETS

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

288,126

388,463

342,739

314,314

291,554

362,958

268,534

Net adjustments to fair value

64,215

55,322

61,491

51,179

52,419

78,010

48,966

TOTAL NET ASSETS

$

352,341

$

443,784

$

404,229

$

365,493

$

343,973

$

440,968

$

317,500

NET ASSET VALUE PER INTEREST

$

9.98

$

9.59

$

9.64

$

9.82

$

9.67

$

10.08

$

10.19

Gentry

Gerald

Harold

Holly

Monterey

Mystic

Nicole

ASSETS

Current assets:

Cash

$

18,944

$

9,711

$

16,834

$

24,853

$

14,085

$

11,820

$

11,574

Other receivables

-

-

-

-

-

-

-

Prepaid expenses

-

-

-

-

-

-

-

Deposits

4,972

3,255

3,997

4,242

3,430

3,312

4,447

Property and equipment, net

327,634

300,063

296,567

301,401

284,359

294,012

290,894

Total assets

$

352,615

$

313,833

$

318,259

$

331,288

$

302,732

$

310,142

$

307,634

LIABILITIES

Current liabilities:

Accrued expenses

$

2,689

$

2,494

$

2,582

$

3,642

$

2,775

$

3,514

$

2,240

Accounts payable

-

-

-

-

-

-

-

Due to (from) related parties

3,547

3,555

3,681

3,098

3,957

3,789

3,762

Tenant deposits

2,795

1,850

2,250

2,195

1,750

2,195

2,345

Note payable, related party

-

-

-

-

-

-

-

Mortgage payables

-

-

-

-

-

-

-

Total liabilities

$

9,031

$

7,899

$

8,513

$

8,935

$

8,482

$

9,498

$

8,347

MEMBERS' EQUITY (DEFICIT)

Members' capital

348,749

329,032

326,177

322,034

303,458

315,056

296,733

Accumulated deficit

(5,165)

(23,098)

(16,432)

319

(9,209)

(14,412)

2,554

Total members' equity (deficit)

$

343,584

$

305,934

$

309,746

$

322,353

$

294,250

$

300,644

$

299,287

Total liabilities and members' equity (deficit)

$

352,615

$

313,833

$

318,259

$

331,288

$

302,732

$

310,142

$

307,634

NET FAIR VALUE OF ASSETS

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

343,584

305,934

309,746

322,353

294,250

300,644

299,287

Net adjustments to fair value

51,419

57,570

59,789

61,085

80,030

41,025

57,331

TOTAL NET ASSETS

$

395,003

$

363,504

$

369,535

$

383,438

$

374,280

$

341,669

$

356,618

NET ASSET VALUE PER INTEREST

$

9.71

$

9.78

$

9.97

$

10.28

$

10.38

$

9.32

$

9.81

Olivia

Prakash

Resolana

Sachi

Sandridge

Sanford

Satjanon

ASSETS

Current assets:

Cash

$

27,119

$

28,638

$

6,531

$

7,859

$

16,489

$

6,688

$

23,996

Other receivables

-

-

-

-

-

-

-

Prepaid expenses

-

-

-

-

-

-

-

Deposits

4,464

2,325

5,627

6,007

5,286

3,231

3,678

Property and equipment, net

302,205

327,937

278,524

322,062

322,050

169,201

364,915

Total assets

$

334,645

$

359,913

$

291,315

$

336,838

$

344,618

$

179,642

$

393,427

LIABILITIES

Current liabilities:

Accrued expenses

$

3,582

$

3,987

$

3,545

$

2,775

$

3,627

$

3,195

$

2,240

Accounts payable

-

-

-

-

-

-

-

Due to (from) related parties

2,146

2,206

3,756

3,652

4,240

2,486

3,513

Tenant deposits

2,295

2,395

2,145

2,295

3,743

1,995

2,495

Note payable, related party

-

-

-

-

-

-

-

Mortgage payables

-

-

-

-

-

-

-

Total liabilities

$

8,023

$

8,588

$

9,446

$

8,722

$

11,609

$

7,676

$

8,248

MEMBERS' EQUITY (DEFICIT)

Members' capital

332,600

364,016

295,265

348,555

341,345

167,988

385,860

Accumulated deficit

(5,979)

(12,691)

(13,396)

(20,439)

(8,336)

3,978

(681)

Total members' equity (deficit)

$

326,621

$

351,325

$

281,869

$

328,115

$

333,009

$

171,966

$

385,179

Total liabilities and members' equity (deficit)

$

334,645

$

359,913

$

291,315

$

336,838

$

344,618

$

179,642

$

393,427

NET FAIR VALUE OF ASSETS

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

326,621

351,325

281,869

328,115

333,009

171,966

385,179

Net adjustments to fair value

40,885

43,861

71,730

58,768

66,882

26,232

40,914

TOTAL NET ASSETS

$

367,506

$

395,186

$

353,599

$

386,883

$

399,890

$

198,198

$

426,093

NET ASSET VALUE PER INTEREST

$

9.92

$

9.85

$

10.10

$

9.70

$

9.93

$

9.23

$

9.58

Shawnee

Sonny

Sullivan

Troxler

Tyner

Wendell

Westbury

ASSETS

Current assets:

Cash

$

21,810

$

13,832

$

18,506

$

19,421

$

12,842

$

12,134

$

10,464

Other receivables

-

-

-

-

-

-

-

Prepaid expenses

-

-

-

-

-

-

-

Deposits

4,367

3,896

4,249

4,595

5,962

4,288

4,027

Property and equipment, net

303,908

276,549

305,471

292,180

406,862

286,834

276,890

Total assets

$

330,925

$

295,134

$

329,002

$

316,986

$

426,397

$

304,032

$

292,214

LIABILITIES

Current liabilities:

Accrued expenses

$

2,700

$

3,467

$

2,675

$

-

$

2,044

$

2,183

$

3,440

Accounts payable

-

-

-

-

-

-

-

Due to (from) related parties

2,940

2,980

4,010

6,185

6,115

3,421

3,129

Tenant deposits

2,195

1,895

2,595

2,445

3,693

2,245

2,045

Note payable, related party

-

-

-

-

-

-

-

Mortgage payables

-

-

-

-

-

-

-

Total liabilities

$

7,835

$

8,342

$

9,280

$

8,630

$

11,852

$

7,848

$

8,614

MEMBERS' EQUITY (DEFICIT)

Members' capital

321,493

294,478

331,068

310,412

419,251

297,553

297,878

Accumulated deficit

1,598

(7,687)

(11,346)

(2,056)

(4,706)

(1,370)

(14,279)

Total members' equity (deficit)

$

323,091

$

286,791

$

319,722

$

308,357

$

414,545

$

296,183

$

283,600

Total liabilities and members' equity (deficit)

$

330,925

$

295,134

$

329,002

$

316,986

$

426,397

$

304,032

$

292,214

NET FAIR VALUE OF ASSETS

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

323,091

286,791

319,722

308,357

414,545

296,183

283,600

Net adjustments to fair value

36,528

74,867

52,894

41,604

42,106

53,055

50,603

TOTAL NET ASSETS

$

359,619

$

361,658

$

372,616

$

349,961

$

456,651

$

349,238

$

334,203

NET ASSET VALUE PER INTEREST

$

9.61

$

10.66

$

9.62

$

9.65

$

9.08

$

9.94

$

9.71

Westgate

Wizard

ASSETS

Current assets:

Cash

$

19,665

$

17,834

Other receivables

-

-

Prepaid expenses

-

-

Deposits

5,054

5,070

Property and equipment, net

326,355

318,481

Total assets

$

352,058

$

342,334

LIABILITIES

Current liabilities:

Accrued expenses

$

2,611

$

2,373

Accounts payable

-

-

Due to (from) related parties

4,405

3,933

Tenant deposits

2,795

2,795

Note payable, related party

-

-

Mortgage payables

-

-

Total liabilities

$

9,811

$

9,101

MEMBERS' EQUITY (DEFICIT)

Members' capital

343,620

333,942

Accumulated deficit

(1,373)

(709)

Total members' equity (deficit)

$

342,247

$

333,233

Total liabilities and members' equity (deficit)

$

352,058

$

342,334

NET FAIR VALUE OF ASSETS

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

342,247

333,233

Net adjustments to fair value

53,230

49,086

TOTAL NET ASSETS

$

395,477

$

382,319

NET ASSET VALUE PER INTEREST

$

9.62

$

9.73

[1] Estimated Balance Sheet as of August 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 interests; and

●

estimated accruals of the revenues, fees and expenses where we will (a) amortize the brokerage fee, offering expenses and sourcing fee over the lesser of ten years and the fixed rate period of the long term financing tied directly to the assets (typically five to ten 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.

Arrived Homes 4 LLC published this content on October 27, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on October 27, 2026 at 21:04 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]