Good morning, Kevin

Tuesday, March 24, 2026

Do you have a pulse on your communities?

Welcome to pulse
This is your morning command center. Red cards need action now, yellow items need monitoring. Click any card to see details in the right panel. Use Cmd+K to quickly navigate anywhere.

×

Exceptions

7

need attention

Tasks Completed

14

yesterday

Pending Approval

3

awaiting review

Portfolio NOI

$514K

MTD +2.1% vs budget

Exceptions Requiring Action 7

Cash Below 1-Month Reserve — FirstVision

Available: $42,180 · Required: $65,000 · Shortfall: $22,820

Act Now

Tier 4 Collections — Cherokee RV Park

3 accounts 90+ days past due · $8,740 total AR · Eviction decision needed

Act Now

Overdue Work Orders — Silver Creek RV Park

4 work orders open 14+ days · 2 involve water damage

Act Now

Vacancy Spike — Candlestick Reserve

Occupancy at 49.3% · 6 move-outs pending · 77 vacant pads

Monitor

Insurance Renewal — Baywood, The Cove at Riverside

Policies expire April 15 · Renewal quotes pending from broker

Monitor

CapEx Over Budget — Cypress Lake RV Park

$14,200 spent vs $10,000 Q1 budget · Septic repair unplanned

Monitor

Utility Billing Variance — Cedar Creek Reserve

Water bill 22% above prior month · Possible leak or meter issue

Monitor

Quick Links

Leadership Dashboard

Portfolio-wide view · 36 communities · 8 states

Cash Position Summary

Bank	Accounts	Total Balance	1-Mo Reserve	Status
FirstBank	24	$1,842,500	$1,620,000	Healthy
FirstVision	18	$42,180	$65,000	Below Reserve
FiveStar Bank	14	$892,340	$710,000	Healthy
Regions	12	$534,200	$480,000	Healthy
US Bank	8	$312,870	$285,000	Healthy
Capital One	6	$189,400	$160,000	Healthy
ServisFirst	16	$724,600	$590,000	Healthy
Total	~98	$4,538,090	$3,910,000	1.16x

Exception Board — All Departments

Exception	Department	Community	Owner	Age
Cash below 1-mo reserve	Finance	FirstVision accounts	Kassidy	3d
Tier 4 collections (90+ days)	Operations	Cherokee RV Park	Chelsey	7d
Overdue work orders (14+ days)	Maintenance	Silver Creek RV Park	Dionna	5d
Vacancy spike	Operations	Candlestick Reserve	Chelsey	12d
Insurance renewal pending	Compliance	Baywood, The Cove	Travis	8d
CapEx over Q1 budget	CapEx	Cypress Lake RV Park	Alan	4d
Utility billing variance	Finance	Cedar Creek Reserve	Kassidy	2d

NOI Pulse — Trailing 12 Months

Collections Heatmap — AR by Tier

MH — Manufactured Housing

24 Communities · — Total Pads

Occupancy

—

Total AR

—

Collections

—

NOI

—

RV — Parks & Campgrounds

12 Communities · — Sites

Occupancy

—

Total AR

—

Collections

—

NOI

—

Capital & Lender Status

Lender	Properties	Outstanding	Rate	Maturity	Status
Five Star Bank	7	$4.2M	5.75%	Jun 2028	Current
First Bank	2	$3.8M	5.50%	Sep 2027	Current
First Community Bank	2	$2.9M	6.00%	Mar 2028	Current
ServisFirst Bank	1	$3.1M	5.85%	Dec 2027	Current
Sterling Federal Bank	2	$2.4M	5.90%	Aug 2028	Current
Commerce One Bank	2	$1.8M	6.10%	Feb 2029	Current
Southstate Bank	1	$3.5M	5.65%	Nov 2027	Current
Citizen Community Bank	1	$2.7M	5.95%	Jul 2028	Current
Total	18	$24.4M	5.84% avg		All Current

Team Health Signals

Chelsey Conley

Director of Operations

Collections Rate87.4%

Occupancy68.3%

Open Exceptions3

Kassidy Hannah

Finance Controller

AP Current97.8%

Cash Coverage1.16x

Open Exceptions2

Dionna Savage

Maintenance Director

WO Completion88.4%

Avg Close Time3.2 days

Open Exceptions1

Alan Edmondson

Chief Facilities Officer

CapEx Budget Used72%

Projects On Track8 of 10

Open Exceptions1

Travis Osting

Risk & Compliance

Insurance Current94.4%

Permits Valid100%

Open Exceptions1

Cameron Bailey

CIO & Co-Founder

Capital Deployed$24.4M

Investor ReportsCurrent

Open Exceptions0

Operations — Chelsey's 360

Site managers, collections, vacancy, renewals · Chelsey Conley, Director of Operations

Portfolio Occupancy

—

MH: — · RV: —

Collections Rate

—

Target: 96%

Total AR

—

— delinquent accounts

Delinquency Tiers

23+296

Tier 4+5 accounts

Manager Team Board Last updated: 5:47 AM CST

Manager	Community	RM Activity	Tasks Assigned	Tasks Done	Collections Follow-ups	Vacant (No Activity 30+ Days)	RAG
Sarah M.	Candlestick / Hilltop / Brandywine	12 entries	8	3	14	43	Red
Mike T.	Coffman / Limestone / Zehner	22 entries	6	5	3	2	Green
Lisa R.	Cherokee / The Cove	18 entries	5	4	5	4	Green
James W.	Indian Oaks / Woodlawn	15 entries	7	4	8	6	Yellow
Maria G.	Skinner / Clime / Southside / Holland / Gordon	28 entries	10	8	6	8	Yellow
Tom B.	Stacey Ann / Breezy / Woods Reservoir	14 entries	6	5	7	5	Yellow
Rachel K.	Cypress / Silver Creek	20 entries	4	4	2	1	Green
Dave H.	Hickory / Arrowhead / Stillwater / Landing	0 entries	9	2	4	18	Red

Collections Board — Tier 2-3 Accounts Last updated: 5:47 AM CST

Community	Tier	Accounts	Total AR
Blackburn Reserve	Tier 3	3	$8,740
Cherokee RV Park	Tier 3	2	$3,200
Leisure Acres	Tier 2	3	$4,100
Candlestick Reserve	Tier 2	4	$5,300
Indian Oaks Reserve	Tier 2	3	$3,600
Cedar Creek Reserve	Tier 2	2	$2,200
Tier 2-3 Total		17	$27,140

Tier 4+ Accounts — 3 Accounts / $8,740

Cherokee RV Park (3 accts, 90+ days) · Eviction decision territory

Review with Kevin

Vacancy Board Last updated: 5:47 AM CST

Community	Type	Total Sites	Occupied	Vacant	Occ%	Avg Days Vacant	Prospect Activity	RAG
Hilltop Reserve	MH	50	11	39	22.2%	68	0 (30+ days)	Red
Arrowhead Lake RV	RV	107	25	82	23.2%	54	2 inquiries	Red
Brandywine Reserve	MH	68	27	41	40.1%	42	1 application	Red
Holland Reserve	MH	63	28	35	45.0%	38	1 inquiry	Red
Candlestick Reserve	MH	152	75	77	49.3%	35	2 applications	Yellow
Landing at Bear Creek	RV	124	64	60	52.0%	28	4 bookings	Yellow
Clanton Reserve	MH	32	18	14	54.8%	30	1 inquiry	Yellow
West Willow Reserve	MH	52	29	23	55.4%	26	2 inquiries	Yellow
Enterprise Reserve	MH	59	35	24	59.6%	22	3 inquiries	Yellow
Woods Reservoir	MH	90	54	36	59.9%	20	2 applications	Yellow
Stillwater RV Park	RV	161	99	62	61.5%	18	6 bookings	Yellow
Ross Hill RV Park	RV	584	371	213	63.6%	15	12 bookings	Yellow

Maintenance & Violations · Dionna's Board Last updated: 5:47 AM CST

Open WOs by Community

Silver Creek6

Hickory Grove5

Candlestick4

Cherokee3

All Others16

Overdue WOs (14+ Days)

7

Silver Creek: 4 · Hickory: 2 · Ross Hill: 1

Open Violations by Community

Hilltop3

Candlestick2

Brandywine2

Agreement Renewals Last updated: 5:47 AM CST

Expiry Window	Type	Community	Unit	Tenant Name	Expiry Date	Status
7 days	Annual	Indian Oaks	Lot 18	Thompson, R.	Mar 30, 2026	No Contact
7 days	M2M	Indian Oaks	Lot 42	Garcia, M.	Mar 29, 2026	Pending
7 days	Annual	Indian Oaks	Lot 67	Williams, D.	Mar 28, 2026	No Contact
7 days	RTO	Indian Oaks	Lot 91	Baker, S.	Mar 27, 2026	Renewed
7 days	Annual	Woodlawn	Lot 14	Johnson, T.	Mar 30, 2026	Pending
7 days	M2M	Woodlawn	Lot 29	Davis, L.	Mar 29, 2026	No Contact
7 days	Annual	Woodlawn	Lot 55	Harris, K.	Mar 28, 2026	Pending
7 days	RTO	Coffman	Lot 8	Martinez, A.	Mar 30, 2026	Renewed
7 days	Annual	Coffman	Lot 22	Brown, J.	Mar 29, 2026	Pending
7 days	M2M	Coffman	Lot 35	Clark, P.	Mar 27, 2026	No Contact
7 days	Annual	Coffman	Lot 51	Lewis, R.	Mar 28, 2026	Pending
7 days	Annual	Coffman	Lot 64	Walker, N.	Mar 30, 2026	No Contact
30 days	Annual	Candlestick	Lot 12	Adams, C.	Apr 18, 2026	Pending
30 days	RTO	Stacey Ann	Lot 40	Young, B.	Apr 20, 2026	Pending
60 days	Annual	Leisure Acres	Lot 77	King, E.	May 15, 2026	Renewed
60 days	M2M	Cherokee	Site 104	Scott, W.	May 20, 2026	Pending

Finance

Cash, AP/AR, budget variance · Kassidy Hannah

Total Cash

$4.54M

7 banks · ~98 accounts

Revenue MTD

$1.21M

+2.1% vs budget

OpEx MTD

$695K

+0.8% vs budget

NOI MTD

$514K

42.5% margin

Revenue vs Budget — Trailing 6 Months

OpEx Breakdown — March 2026

AP Aging — Vendor Summary

Vendor	Current	30-Day	60-Day	90+ Day	Total	Status
AEP Ohio	$18,400	$0	$0	$0	$18,400	Current
Waste Management	$12,200	$3,100	$0	$0	$15,300	30-Day
Metron (Water Meters)	$8,600	$0	$0	$0	$8,600	Current
Wild Energy	$6,200	$0	$0	$0	$6,200	Current
ABC Supply	$4,100	$1,800	$0	$0	$5,900	30-Day

Maintenance — Dionna's Board

Techs, vendors, work orders, make-ready pipeline · Dionna Savage, Maintenance Director

Open WOs

34

7 overdue (14+ days)

Completed MTD

87

88.4% completion rate

Avg Close Time

3.2 days

Target: 5 days

Emergency WOs

2

Water damage — Silver Creek

Tech Team Board Last updated: 5:47 AM CST

Tech	Assigned Communities	Open WOs	Completed Yesterday	Avg Close Time	Overdue	Current Assignment	RAG
Marcus J.	Candlestick, Hilltop, Brandywine	8	3	2.8 days	1	Candlestick — Lot 47 fence	Green
Kevin P.	Coffman, Blackburn, Leisure Acres	6	2	3.5 days	0	Blackburn — Unit 12 HVAC	Green
Juan R.	Cherokee, The Cove	5	1	4.1 days	2	Cherokee — Site 88 electric	Yellow
Chris M.	Delphos group + OH RV parks	11	1	5.8 days	4	Hickory — Dock post repair	Red
Tyler S.	Float / Backup	4	2	2.4 days	0	Silver Creek — Unit 14B support	Green

Active Vendor Board Last updated: 5:47 AM CST

Vendor	Service	Assigned WOs	Response Time	COI Status	COI Expiry	Communities	RAG
Delta Plumbing	Plumbing	4	Unresponsive 48hrs	Expired	Mar 15, 2026	Silver Creek, Cypress	Red
ABC Electric	Electrical	2	24hrs	Expired	Mar 20, 2026	Cherokee, Baywood	Red
Smith Roofing	Roofing	1	48hrs	Expired	Mar 22, 2026	Blackburn	Red
Johnson HVAC	HVAC	3	12hrs	Current	Sep 30, 2026	Baywood, Candlestick, Stacey Ann	Green
Metro Pest	Pest Control	2	24hrs	Current	Nov 15, 2026	All AL communities	Green
Waste Management	Trash/Dumpsters	0	Same day	Current	Dec 31, 2026	All communities	Green
Clayton Homes	Warranty	2	72hrs (slow)	Current	N/A	Candlestick, Coffman	Yellow
Comfort Air LLC	HVAC	1	24hrs	Current	Aug 1, 2026	Baywood	Green

Open Work Order Queue Last updated: 5:47 AM CST

WO#	Community	Unit	Issue	Priority	Assigned To	Days Open	Status
4521	Silver Creek	14B	Water leak — crawlspace	Emergency	Delta Plumbing	14	Vendor unresponsive
4518	Silver Creek	14B	Water damage drywall	Emergency	Unassigned	14	Pending leak fix
4525	Cypress Lake	42	No hot water — habitability	Emergency	Johnson HVAC	2	Vendor dispatched
4490	Baywood	22A	HVAC not cooling	Urgent	Comfort Air LLC	16	Parts on order
4485	Candlestick	Lot 47	Fence repair — perimeter	Urgent	Marcus J.	18	In progress
4512	Hickory Grove	Dock A	Dock post rotted — safety	Urgent	Chris M.	8	Materials ordered
4514	Hickory Grove	Site 55	Electrical hookup faulty	Urgent	ABC Electric	7	Scheduled Mar 25
4508	Ross Hill	Site 112	Sewer hookup clogged	Urgent	Delta Plumbing	10	Vendor unresponsive
4530	Cherokee	Site 88	Electrical panel tripping	Routine	Juan R.	1	Assigned
4528	Indian Oaks	Lot 22	Toilet running constantly	Routine	Tyler S.	2	Scheduled
4527	Coffman	Lot 14	Kitchen faucet leaking	Routine	Kevin P.	2	Scheduled
4526	Woodlawn	Lot 38	Smoke detector beeping	Routine	Tyler S.	2	Scheduled
4524	Stacey Ann	Lot 40	Storm door hinge broken	Routine	Marcus J.	3	In progress
4523	The Cove	Site 44	Water spigot leaking	Routine	Juan R.	3	Scheduled
4520	Leisure Acres	Lot 72	Window screen torn	Routine	Kevin P.	4	Parts ordered
4519	Brandywine	Lot 11	Gutter detached	Routine	Marcus J.	5	Scheduled
4517	Arrowhead	Site 30	Picnic table broken	Routine	Chris M.	5	Scheduled
4516	Stillwater	Site 18	Outdoor light out	Routine	Chris M.	6	Scheduled
4515	Landing	Playground	Swing chain worn	Routine	Chris M.	6	Parts ordered
4510	Lazy Days	Site 62	Gravel pad erosion	Routine	Tyler S.	6	Scheduled

Make-Ready Pipeline Last updated: 5:47 AM CST

Community	Unit	Days Since Move-Out	Turn Status	Assigned To	Est. Ready Date
Candlestick	Lot 23	52	Repair	Marcus J.	Apr 4, 2026
Candlestick	Lot 61	45	Inspection	Marcus J.	Mar 28, 2026
Candlestick	Lot 88	38	Cleaning	On-site team	Mar 26, 2026
Brandywine	Lot 15	48	Repair	Marcus J.	Apr 2, 2026
Brandywine	Lot 32	35	Final Walk	Sarah M.	Mar 25, 2026
Hilltop	Lot 9	42	Repair	Marcus J.	Apr 1, 2026
Holland	Lot 28	18	Cleaning	On-site team	Mar 27, 2026
Indian Oaks	Lot 55	12	Ready	--	Mar 24, 2026

WO Intake Tracker — Yesterday vs 30-Day Avg Last updated: 5:47 AM CST

Community	WOs Yesterday	30-Day Avg	Open Violations	Flag
Hilltop Reserve	0	1.2	3	Gap — Violations but no WOs
Clanton Reserve	0	0.8	0	Zero entries
Enterprise Reserve	0	0.9	0	Zero entries
Zehner MHC	0	0.4	0	Zero entries
Silver Creek	3	2.1	0
Hickory Grove	2	1.8	0
Candlestick	2	1.5	2
Cherokee	1	1.4	0

Violation to WO Pipeline — Step 3 Cures Last updated: 5:47 AM CST

Community	Unit	Violation Type	Days in Cure	WO Created?	Charge Posted?
Hilltop	Lot 5	Yard debris / junk	18	No	No
Hilltop	Lot 19	Abandoned vehicle	22	No	No
Hilltop	Lot 31	Unauthorized structure	10	Yes (WO 4502)	No
Candlestick	Lot 47	Fence damage	14	Yes (WO 4485)	Yes
Candlestick	Lot 102	Trash accumulation	8	Pending	No
Brandywine	Lot 6	Yard debris / junk	12	Yes (WO 4498)	Yes
Brandywine	Lot 20	Unapproved pet	6	Pending	No

WO Volume — Trailing 6 Months

WO by Category

CapEx — Alan's Board

Capital expenditures, reserve accounts, project tracking, deferred maintenance · Alan Edmondson, Chief Facilities Officer

Q1 CapEx Budget

$312K

$225K spent (72%)

Active Projects

6

4 on track · 1 over · 1 near

Pending Requests

4

Awaiting approval

Deferred Maintenance

$189K

5 items · 2 over 180 days

CapEx Reserve Accounts Last updated: 5:47 AM CST

Entity	Bank	Account Type	Balance	Last Transaction	Status
Delphos MHP LLC	FiveStar Bank	CapEx Reserve	$78,420	Mar 18 — $4,200 (Skinner road patch)	Healthy
Candlestick MHC LLC	ServisFirst	CapEx Reserve	$32,150	Mar 15 — $6,800 (drainage project)	Watch
Empire Homes Capital Group	FirstBank	CapEx Reserve	$54,800	Mar 12 — $8,500 (Blackburn roof deposit)	Healthy
Cherokee RV Park LLC	Regions	CapEx Reserve	$41,200	Mar 20 — $12,100 (road repaving Phase 1)	Healthy
Cypress Lake RV LLC	FirstVision	CapEx Reserve	$15,340	Mar 19 — $14,200 (septic repair)	Low
Hickory Grove RV LLC	US Bank	CapEx Reserve	$62,780	Mar 10 — $3,400 (dock materials)	Healthy
Stacey Ann MHC LLC	Capital One	CapEx Reserve	$28,900	Mar 8 — $5,200 (HVAC replacement Unit 12)	Watch
Paducah MHP LLC	ServisFirst	CapEx Reserve	$45,600	Feb 28 — $2,100 (Indian Oaks signage)	Healthy
Total Reserves			$359,190

Active CapEx Projects Last updated: 5:47 AM CST

Project	Community	Budget	Spent	% Used	Vendor	Status	Start Date	Est. Completion
Septic system repair	Cypress Lake RV	$10,000	$14,200	142%	County-mandated excavation	Over Budget	Feb 20	Mar 28
Roof replacement	Blackburn Reserve	$22,000	$8,500	39%	Smith Roofing	On Track	Mar 10	Apr 15
Dock rebuild — Phase 1	Hickory Grove RV	$18,000	$3,400	19%	Chris M. (in-house)	On Track	Mar 5	May 1
Road repaving — Phase 1	Cherokee RV Park	$45,000	$32,100	71%	Paving Pros Inc.	On Track	Feb 1	Apr 10
Drainage improvement	Candlestick Reserve	$12,000	$6,800	57%	Local excavation crew	On Track	Mar 1	Apr 5
HVAC replacements (3 units)	Stacey Ann	$15,600	$10,400	67%	Johnson HVAC	Near Budget	Feb 15	Mar 30

Pending CapEx Requests Last updated: 5:47 AM CST

Request	Community	Submitted By	Amount	Budgeted?	Priority	Date Submitted
Clubhouse roof replacement	Blackburn Reserve	Dionna	$8,500	Yes — Q2	High	Mar 18, 2026
Pool resurfacing	Cypress Lake RV	Chelsey	$12,000	Yes — Q2	Medium	Mar 15, 2026
Playground equipment replace	Landing at Bear Creek	Dionna	$6,200	No — Unbudgeted	High	Mar 20, 2026
Entrance signage upgrade	Arrowhead Lake RV	Chelsey	$3,800	No — Unbudgeted	Low	Mar 12, 2026

Deferred Maintenance Log Last updated: 5:47 AM CST

Item	Community	Original Date	Days Deferred	Est. Cost	Reason Deferred
Septic system replacement	Ross Hill RV Park	Jun 15, 2025	281	$45,000	Awaiting county permit + budget allocation
Road grading — main loop	Arrowhead Lake RV	Aug 1, 2025	234	$28,000	Low occupancy — ROI review pending
Dock structural repair	Stillwater RV Park	Sep 22, 2025	182	$18,500	Vendor availability — scheduled Q2
Playground full rebuild	Landing at Bear Creek	Oct 10, 2025	164	$22,000	Insurance claim pending resolution
Electrical panel upgrade	Leisure Acres	Nov 1, 2025	142	$14,000	Budgeted for Q3 2026

Maintenance Operations · Dionna's Team Last updated: 5:47 AM CST

Open WOs

34

Across all communities

Avg Close Time

3.2 days

Target: 5 days

Overdue WOs

7

14+ days open

Tech Utilization

82%

5 techs active

Compliance

Insurance, permits, utility audits, EPA · Travis Osting

Insurance Current

94.4%

34 of 36 communities

Permits Valid

100%

All communities compliant

Upcoming Renewals

2

Within 30 days

Open Items

3

1 insurance, 2 utility audits

Insurance Renewal Calendar

Community	Carrier	Policy Type	Expiry	Days Left	Status
Baywood	State Farm	Property + Liability	Apr 15, 2026	23	Renewal Pending
The Cove at Riverside	Nationwide	Property + Liability	Apr 15, 2026	23	Renewal Pending
Silver Creek RV Park	Travelers	Property + Flood	May 22, 2026	60	Current
Cherokee RV Park	Hartford	Property + Liability	Jun 1, 2026	70	Current

Utility Audit Tracker

Community	Utility	Vendor	Last Audit	Issue	Status
Cedar Creek Reserve	Water	Metron	Feb 2026	22% variance — possible leak	Investigating
Cypress Lake RV Park	Electric	Wild Energy	Jan 2026	Meter calibration due	Scheduled
Candlestick Reserve	Water/Sewer	Metron	Mar 2026	None	Clean

Investments

Investor relations, capital raises, distributions · Cameron Bailey

AUM

$48.2M

36 communities

Annual Revenue

$19.2M

+3.1% YoY

Portfolio NOI

$6.17M

42.5% margin (annualized)

Debt Summary by Lender

Lender	Properties	Balance	Rate	LTV	DSCR	Maturity
Five Star Bank	7	$4.2M	5.75%	62%	1.42x	Jun 2028
First Bank	2	$3.8M	5.50%	58%	1.51x	Sep 2027
ServisFirst Bank	1	$3.1M	5.85%	60%	1.38x	Dec 2027
Southstate Bank	1	$3.5M	5.65%	55%	1.48x	Nov 2027
Total (all 8 lenders)	18	$24.4M	5.84%	59%	1.44x

Admin

User management, system settings, build tracker

User Management

User	Role	Email	Access Level	Last Login
Kevin Barnett	CEO & Co-Founder	kevin@freedomcapitalgp.com	Owner	Today
Cameron Bailey	CIO & Co-Founder	cameron@freedomcapitalgp.com	Owner	Yesterday
Chelsey Conley	Director of Operations	chelsey@freedomhg.com	Director	Today
Kassidy Hannah	Finance Controller	kassidy@freedomhg.com	Director	Today
Dionna Savage	Maintenance Director	dionna@freedomhg.com	Director	Mar 21
Alan Edmondson	Chief Facilities Officer	alan@freedomhg.com	Director	Mar 20
Travis Osting	Risk & Compliance	travis@freedomhg.com	Director	Mar 22

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Good morning, Kevin

Leadership Dashboard

Operations — Chelsey's 360

Finance

Maintenance — Dionna's Board

CapEx — Alan's Board

Compliance

Investments

Admin

Detail