Vivmark Residential (VMRK) Q1 2026 Earnings Call

Concluded Apr 29, 2026

Apr 29, 2026 0 turns

Period: FY2026 Q1
Runtime: —
Sources: 2 artifacts

8-K 10-Q

Executive readout · one minute

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Sunbelt expansion markets 44 Gateway markets San Francisco and New York 43 Operating fundamentals same-store performance 30 Supply environment 13 Resident demographics and demand 7 Job growth and demand outlook 5

Management tone

Positive

Net tone +38 · low hedging

Grounding quotes

“Our first quarter operating results met our expectations with strength in San Francisco and New York, driving our same-store revenue performance.”
“we do see some green shoots in the form of postings on the Indeed job site for tech roles and other similar high-earning jobs rising substantially across many of our markets since November of 2025. That provides us cautious optimism, even in the face of recent job cut announcements at big tech firms.”
“Together, New York and San Francisco constitute about 30% of our NOI and have the best supply and demand outlooks in the country.”
“We already see San Francisco and New York, where we are posting strong same-store revenue results as far along in this market performance continuum and expect most of our other markets to make progress to varying degrees as the year progresses.”

Research coverage

2 live sources

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Net income $90.08M -64.9% YoY

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8-K earnings release Filed Apr 28, 2026 10-Q report Filed Apr 30, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Buybacks: $219.38M
Shares repurchased: 3.46M

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