Operations Report

Situs Group · January to August 2026, against January to August 2025
397 apartment doors
situsgroup AppFolio, 1 Sep 2026

Three opportunities

Renewals priced from your plan

Renewal trade-out vs plan · phase 2
Offers below the tenant’s current rentb32.6% vs 2.7%
Offers flat at current rentb51.1% vs 25.5%
Median renewal trade-outb$0 vs +$25
Expiring leases with no renewal activity recordedb33.8% vs 26.0%
Offers outstanding with no reply recorded115
Upcoming leases below their own market rent54 · $206,736/yr

Sized$27,600 a year (the 92 leases priced January to August, carried at the +$25 median achieved in 2025, held twelve months: 92 × $25 × 12).

ClaraClara prices every expiring lease from the policy your business plan sets, sends on schedule, and reports plan against actual per property each month.

Leads that arrive after hours

Lead-to-lease conversion
Apartment leads · lead-to-lease658 · 18.4%
Leads arriving after hoursb170 of 637
Wait for a human, after vs in hours15.5 h vs 10 min
Lead-to-tour, after vs in hours32.2% vs 47.1%
Lead-to-lease, after vs in hours14.4% vs 19.8%
Leads that never reach a human35

SizedAbout $27,400 a year (16.6 extra move-ins from after-hours leads converting at the in-hours rate, valued at one month of the $1,650 median market rent).

ClaraClara answers every lead within a minute at any hour, in English or Spanish, and books the tour inside the conversation.

Maintenance intake and units that sit

Vacancy days · maintenance response
Contact-center tickets with a priority set0 of 401
…repeating on the same unit within 7 days30.4%
Requests arriving with the office closed615 of 2,322
Open work orders · unassigned · past 90 days346 · 245 · 72
Median days vacant · p9049 · 195
Rent-ready but unadvertised7 units · 331 idle days

SizedAbout $44,000 a year of rent (cutting the vacancy median from 49 days to 40 across 92 apartment turns, at $54 a day: $1,650 ÷ 30.4), plus a billback recovery we cannot size from the current work-order records.

ClaraClara takes the call, sets a priority, opens the work order, and lists a unit the day it is flagged rent-ready.

De-duplicated, the combined annual opportunity is $71,600 to $99,000. Opportunities 2 and 3 work the same empty days, so the low end takes the larger of the two rather than their sum.

Occupancy and vacancy

Apartments
Apartment doors, 16 properties397
Physical occupancya d89.1%
Vacant apartments35
Median days vacant · p9049 · 195
Vacant past 90 · past 180 days10 · 5
Vacant and not rent-ready19
Rent-ready but unadvertised7 · 331 idle days · $10,425/mo
Advertised while not rent-ready17

Occupancy is measured on the 341 apartment doors AppFolio’s occupancy report covers; 56 doors are missing from it, including 54 at Alton, which it prints as one unit.

Renewals

Jan–Aug 2026Jan–Aug 2025Change
Expiring leasesb148177−29
…priced, with both old and new rentb92110−18
Offers below current rentb32.6%2.7%+29.9 pts
Offers flat at current rentb51.1%25.5%+25.6 pts
Offers above current rentb16.3%71.8%−55.5 pts
Median trade-out, dollars and percentb$0 · 0.00%+$25 · +1.75%−$25
No renewal activity recordedb33.8%26.0%+7.8 pts
Median days, first action to expiryb7271+1
Renewed · MTM · did not renew · cancelledb59 · 55 · 7 · 2766 · 72 · 3 · 36
Leases expiring in the next 12 months228
Offers outstanding with no reply recorded115
Upcoming leases below their own market rent54 · $206,736/yr
Residents on month-to-month25 · $33,160/mo

Excludes leases whose recorded previous rent is a subsidized tenant portion rather than contract rent: 16 leases in each year.

Leasing funnel

Jan–Aug 2026Jan–Aug 2025Change
Leadsb637416+53.1%
Leads arriving after hoursb170102+68
Median hours to a human reply, in hoursb0.15 (9 min)1.67−1.5 h
Median hours to a human reply, after hoursb15.2215.12+0.1 h
Never contacted by a humanb5.2%11.1%−5.9 pts
Lead-to-tourb42.5%48.3%−5.8 pts
…in hours · after hoursb46.5% · 31.8%55.1% · 27.5%
Lead-to-applicationb26.7%33.2%−6.5 pts
Lead-to-leaseb18.2%25.7%−7.5 pts
…in hours · after hoursb19.7% · 14.1%26.1% · 24.5%
Showings scheduled · completed · cancelledb407 · 226 · 91302 · 156 · 42

Leads are counted from AppFolio guest cards; a lead is “contacted” at the first outbound message from a person.

Leasing by source, January to August 2026

SourceLeadsTouredMoved in
Zillowb11143.2%11.7%
TurboTenantb8035.0%7.5%
Facebookb7566.7%16.0%
Websiteb7436.5%20.3%
Referralb5547.3%45.5%

Top five sources by lead volume. Applications are not shown by source: TurboTenant, Tenant Turner and AffordableHousing.com applications do not enter the AppFolio applications report.

Maintenance

Jan–Aug 2026Jan–Aug 2025Change
Work orders createdb2,2772,318−1.8%
Arrived with the office closedb28.8%34.0%−5.2 pts
Never assignedb18.8%9.3%+9.5 pts
Median days to completeb d5.813.1−7.3 d
Open work orders · unassigned · past 90 days346 · 245 · 72
Contact-center tickets with a priority set0 of 401
…repeating on the same unit within 7 days30.4%
…Mon–Fri 8–5 · weekend · overnight256 · 75 · 10
Work orders carrying any dollar figure154 of 2,322
Billback charge lines, every one at $0.00370

The 2026 completion median is a floor: 18.7% of 2026 work orders have no completion event yet against 6.8% in 2025. Work orders created counts the January to August window; the money rows count all 2,322 apartment work orders in the 2026 export.

Delinquency

Apartments
Delinquent balance$670,223 across 305 accounts
…held by residents$441,466 across 222 accounts
…held by entity accounts$228,757 across 83 accounts
Median balance$1,651
No payment contact in 60 days59.0% (129 of 219)
…balance those accounts hold$247,846
Largest single counterparty$207,411 (31.0%)
Unpaid rent, January → August$13,100 → $89,900

A delinquent balance, not bad debt: write-offs, collection loss and uncollectible rent were not measured.

Turns

Jan–Aug 2026Jan–Aug 2025Change
Move-outsb8796−9
…re-let within the windowb d53 (60.9%)96 (100%)
Median days vacant, move-out to move-inb d6276−14
Median make-ready daysb d3263−31
Over the 18-day targetb81.9%95.8%−13.9 pts
Turns started, apartments92

Both 2026 medians are floors: a third of the 2026 move-outs have not been re-let, and the units still empty are the long ones. The 18-day target is the one recorded in the Situs make-ready checklist.

Resident communication

Jan–Aug 2026Jan–Aug 2025Change
Median wait for a human reply to a textb13.6 h18.5 h−4.9 h
Inbound texts unanswered after 14 daysb17.8%16.0%+1.8 pts
Outbound textsb20,0953,3606.0x
Outbound emailsb28,1496,1814.6x
Outbound texts containing Spanish43.2%
Resident records carrying a language tag26.0%

Across the full 2026 window the median wait for a human reply to a resident text is 14.3 hours.

Basis

Confidential. Prepared for Situs Group. September 2, 2026
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