Arrived Homes 4 LLC

01/27/2026 | Press release | Distributed by Public on 01/27/2026 16:24

Securities Offering by Private Issuer (Form 253G2)

Filed Pursuant to Rule 253(g)(2)

File No. 024-12424

Arrived Homes 4, LLC

SUPPLEMENT NO. 1 DATED January 27, 2026
TO THE OFFERING CIRCULAR DATED January 22, 2026

This document supplements, and should be read in conjunction with, the offering circular of Arrived Homes 4, LLC ("we", "our" or "us"), dated January 22, 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 January 25, 2026.

Net Asset Value as of January 25, 2026

As of January 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 April 25, 2026.

Series

NAV Per Interest

Allen

$10.12

Annadale

$9.67

Arnold

$9.91

Breckenridge

$10.28

Bristol

$9.59

Cole

$9.84

Commodore

$9.54

Cordelia

$9.98

Dan

$10.15

Flintwood

$10.01

Gerald

$9.62

Harold

$9.71

Monterey

$10.38

Mystic

$9.69

Nicole

$9.61

Resolana

$9.89

Sachi

$9.42

Sandridge

$9.74

Sanford

$9.29

Sullivan

$10.15

Tyner

$9.46

Wendell

$9.87

Westbury

$9.38

Westgate

$10.55

Wizard

$10.06

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


BALANCE SHEET (UNAUDITED) [1]

Allen

Annadale

Arnold

Breckenridge

Bristol

Cole

Commodore

ASSETS

Current assets:

Cash

$

17,154

$

25,304

$

19,311

$

23,514

$

26,761

$

20,254

$

29,686

Other receivables

-

-

-

-

-

-

-

Prepaid expenses

-

-

-

-

-

-

-

Deposits

4,560

4,176

4,451

5,770

6,183

3,544

5,380

Property and equipment, net

292,148

342,164

303,065

360,095

342,681

287,601

378,522

Total assets

$

313,862

$

371,644

$

326,827

$

389,379

$

375,625

$

311,399

$

413,587

LIABILITIES

Current liabilities:

Accrued expenses

$

2,257

$

5,030

$

6,158

$

2,966

$

7,190

$

3,869

$

6,317

Accounts payable

-

-

-

-

-

-

-

Due to (from) related parties

7,300

4,773

5,352

8,339

6,670

4,802

5,678

Tenant deposits

2,545

2,095

2,345

3,095

3,843

2,445

2,595

Note payable, related party

-

-

-

-

-

-

-

Mortgage payables

-

-

-

-

-

-

-

Total liabilities

$

12,102

$

11,899

$

13,856

$

14,400

$

17,703

$

11,116

$

14,590

MEMBERS' EQUITY (DEFICIT)

Members' capital

308,384

374,562

320,082

380,231

371,751

304,882

413,648

Accumulated deficit

(6,623)

(14,817)

(7,111)

(5,253)

(13,829)

(4,599)

(14,652)

Total members' equity (deficit)

$

301,760

$

359,745

$

312,971

$

374,979

$

357,922

$

300,284

$

398,997

Total liabilities and members' equity (deficit)

$

313,862

$

371,644

$

326,827

$

389,379

$

375,625

$

311,399

$

413,587

NET FAIR VALUE OF ASSETS

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

301,760

359,745

312,971

374,979

357,922

300,284

398,997

Net adjustments to fair value

58,217

42,007

50,157

75,583

39,374

46,844

42,607

TOTAL NET ASSETS

$

359,978

$

401,752

$

363,129

$

450,561

$

397,296

$

347,128

$

441,603

NET ASSET VALUE PER INTEREST

$

10.12

$

9.67

$

9.91

$

10.28

$

9.59

$

9.84

$

9.54

Cordelia

Dan

Flintwood

Gerald

Harold

Monterey

Mystic

ASSETS

Current assets:

Cash

$

24,939

$

43,002

$

24,788

$

17,185

$

21,396

$

20,758

$

18,436

Other receivables

-

-

-

-

-

-

-

Prepaid expenses

-

-

-

-

-

-

-

Deposits

4,555

3,798

4,835

3,913

4,507

3,469

4,276

Property and equipment, net

340,626

265,561

356,513

306,411

302,824

290,231

300,394

Total assets

$

370,120

$

312,361

$

386,136

$

327,510

$

328,727

$

314,459

$

323,106

LIABILITIES

Current liabilities:

Accrued expenses

$

5,051

$

4,560

$

1,057

$

6,088

$

6,101

$

4,913

$

1,947

Accounts payable

-

-

-

-

-

-

-

Due to (from) related parties

5,601

4,972

5,992

4,835

4,736

5,219

8,740

Tenant deposits

2,295

2,468

2,495

2,095

2,843

1,750

2,195

Note payable, related party

-

-

-

-

-

-

-

Mortgage payables

-

-

-

-

-

-

-

Total liabilities

$

12,947

$

11,999

$

9,544

$

13,019

$

13,679

$

11,882

$

12,881

MEMBERS' EQUITY (DEFICIT)

Members' capital

367,033

309,933

386,056

333,197

336,780

316,260

326,824

Accumulated deficit

(9,860)

(9,570)

(9,463)

(18,705)

(21,732)

(13,683)

(16,599)

Total members' equity (deficit)

$

357,174

$

300,362

$

376,593

$

314,491

$

315,048

$

302,577

$

310,225

Total liabilities and members' equity (deficit)

$

370,120

$

312,361

$

386,136

$

327,510

$

328,727

$

314,459

$

323,106

NET FAIR VALUE OF ASSETS

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

357,174

300,362

376,593

314,491

315,048

302,577

310,225

Net adjustments to fair value

61,434

60,661

61,518

43,146

44,794

71,911

44,923

TOTAL NET ASSETS

$

418,607

$

361,023

$

438,110

$

357,637

$

359,841

$

374,488

$

355,147

NET ASSET VALUE PER INTEREST

$

9.98

$

10.15

$

10.01

$

9.62

$

9.71

$

10.38

$

9.69

Nicole

Resolana

Sachi

Sandridge

Sanford

Sullivan

Tyner

ASSETS

Current assets:

Cash

$

19,233

$

13,819

$

21,020

$

22,865

$

9,453

$

29,801

$

19,696

Other receivables

-

-

-

-

-

-

-

Prepaid expenses

-

-

-

-

-

-

-

Deposits

4,418

4,071

4,322

1,002

3,598

4,414

6,084

Property and equipment, net

297,212

284,598

329,011

329,052

172,881

312,088

415,741

Total assets

$

320,863

$

302,488

$

354,353

$

352,919

$

185,932

$

346,302

$

441,521

LIABILITIES

Current liabilities:

Accrued expenses

$

3,332

$

2,434

$

4,558

$

5,422

$

4,102

$

3,205

$

3,301

Accounts payable

-

-

-

-

-

-

-

Due to (from) related parties

4,626

5,084

4,789

5,590

3,712

6,436

6,125

Tenant deposits

2,345

2,145

2,195

-

1,995

2,345

3,693

Note payable, related party

-

-

-

-

-

-

-

Mortgage payables

-

-

-

-

-

-

-

Total liabilities

$

10,303

$

9,663

$

11,542

$

11,012

$

9,809

$

11,986

$

13,118

MEMBERS' EQUITY (DEFICIT)

Members' capital

312,940

306,818

358,847

357,167

179,176

340,092

436,295

Accumulated deficit

(2,380)

(13,993)

(16,037)

(15,259)

(3,053)

(5,775)

(7,893)

Total members' equity (deficit)

$

310,560

$

292,825

$

342,810

$

341,907

$

176,123

$

334,317

$

428,403

Total liabilities and members' equity (deficit)

$

320,863

$

302,488

$

354,353

$

352,919

$

185,932

$

346,302

$

441,521

NET FAIR VALUE OF ASSETS

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

310,560

292,825

342,810

341,907

176,123

334,317

428,403

Net adjustments to fair value

38,712

53,398

32,928

50,166

23,401

58,684

47,071

TOTAL NET ASSETS

$

349,272

$

346,223

$

375,738

$

392,073

$

199,524

$

393,001

$

475,473

NET ASSET VALUE PER INTEREST

$

9.61

$

9.89

$

9.42

$

9.74

$

9.29

$

10.15

$

9.46

Wendell

Westbury

Westgate

Wizard

ASSETS

Current assets:

Cash

$

17,816

$

16,748

$

25,651

$

22,387

Other receivables

-

-

-

-

Prepaid expenses

-

-

-

-

Deposits

4,249

3,517

4,738

4,720

Property and equipment, net

293,034

282,862

333,455

325,364

Total assets

$

315,100

$

303,126

$

363,843

$

352,471

LIABILITIES

Current liabilities:

Accrued expenses

$

4,774

$

8,874

$

4,228

$

4,995

Accounts payable

-

-

-

-

Due to (from) related parties

4,431

4,499

5,537

5,158

Tenant deposits

2,245

2,045

2,495

2,445

Note payable, related party

-

-

-

-

Mortgage payables

-

-

-

-

Total liabilities

$

11,450

$

15,418

$

12,260

$

12,598

MEMBERS' EQUITY (DEFICIT)

Members' capital

312,306

309,755

359,233

349,384

Accumulated deficit

(8,657)

(22,047)

(7,650)

(9,511)

Total members' equity (deficit)

$

303,649

$

287,709

$

351,583

$

339,873

Total liabilities and members' equity (deficit)

$

315,100

$

303,126

$

363,843

$

352,471

NET FAIR VALUE OF ASSETS

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

303,649

287,709

351,583

339,873

Net adjustments to fair value

43,093

35,347

81,957

55,565

TOTAL NET ASSETS

$

346,742

$

323,056

$

433,540

$

395,438

NET ASSET VALUE PER INTEREST

$

9.87

$

9.38

$

10.55

$

10.06

[1] Estimated Balance Sheet as of December 31, 2025.


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 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.

Arrived Homes 4 LLC published this content on January 27, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on January 27, 2026 at 22:24 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]