Expense growth was consistent with our expectations, reflecting ongoing progress on payroll efficiencies and procurement initiatives. This outperformance demonstrates the continued execution of our operating strategy with a strong focus on discipline expense management while driving sustainable top-line growth.

Apr 28, 2026 / receipt, needs a key / John McLaren, President and COO | earnings call 2026-04-28 | transcript 47138641-dbd9-4b22-a49e-ecb7029c3d38 | chars 5751-6063 | segment 5

Within manufactured housing, same property NOI increased 8.8%, driven primarily by exceptional MH performance and disciplined expense management. Revenue grew 7.3%. while operating expenses increased 3.2%, reflecting continued focus on balance, efficiency, and cost control.

Feb 25, 2026 / receipt, needs a key / John McLaren, President | earnings call 2026-02-25 | transcript 4547d230-309d-4d23-8ff4-31dd7e3cec19 | chars 7215-7489 | segment 7

Over the past several weeks, I've been on the road visiting our properties, I met with apartment leaders, spending time in the field with our team members. It's incredibly valuable for me to know our business up close and from the ground up.

Oct 30, 2025 / receipt, needs a key / Charles Young, CEO | earnings call 2025-10-30 | transcript f3cee532-bd18-4e74-80a3-602b3fc83772 | chars 11809-12050 | segment 12

And then on the Canadian customers, have you seen an impact? I know sometimes they can be more concentrated in the winter months, but I assume you have some cross-border travelers during the summer as well.

Jul 31, 2025 / receipt, needs a key / Brad Hefner, other | earnings call 2025-07-31 | transcript 59cec811-40ec-44a2-aacc-d49af31ea88c | chars 24747-24953 | segment 25

Our North American St. Property portfolio delivered 4.6% NOI growth, driven by solid performance in manufactured housing and ongoing progress in expense management.

May 6, 2025 / receipt, needs a key / John McLaren, President | earnings call 2025-05-06 | transcript 1ab803c9-bde1-49d1-bdc8-9bc09603eb3a | chars 5114-5278 | segment 5

The cost reduction measures include better operating expense management and the implementation of identified efficiencies and savings to the company's cost base. It is expected that these will be achieved primarily through initiatives, including reorganizing our operational structure, streamlining and optimizing our technology systems, implementing more effective asset management to drive efficiencies, maximize revenue, and other cost-cutting measures.

Nov 6, 2024 / receipt, needs a key / Gary Shiffman, CEO | earnings call 2024-11-06 | transcript 591cf4be-8dfb-4f1a-8f4f-57711ea05371 | chars 5703-6159 | segment 5

We are laser focused on maximizing Sun's performance by increasing the revenue contribution from annual income, active expense management, non-strategic asset recycling, and debt reductions.

Aug 1, 2024 / receipt, needs a key / Gary Shiffman, CEO | earnings call 2024-08-01 | transcript 2ca44109-f5f2-4e34-8d44-8b0630a4235c | chars 5133-5323 | segment 5

We are laser-focused on maximizing Sun's performance by increasing the revenue contribution from annual income, active expense management, non-strategic asset recycling, and debt reduction.

Aug 1, 2024 / receipt, needs a key / Gary Shiffman, CEO | earnings call 2024-08-01 | transcript 2ca44109-f5f2-4e34-8d44-8b0630a4235c | chars 33824-34013 | segment 34

So it's really about the geographic footprint As I mentioned earlier, north to south, east to west. When we get into the inland lakes, the ability oftentimes to travel for one of the oceans from one of the inland lakes to the St. Lawrence Seaway, things like that. So that network remains very, very important.

Oct 26, 2021 / receipt, needs a key / Gary Shipman, CEO | earnings call 2021-10-26 | transcript 73fd1d7f-8ade-49c3-8096-907dd4609b51 | chars 23182-23492 | segment 23

Our VEENG proved to be a preferred method of vacationing across the country, due in large part to the ability for travelers to drive to and more safely vacation in our resorts, enjoying the outdoor lifestyle while remaining socially distanced.

Oct 22, 2020 / receipt, needs a key / Gary Schiffman, CEO | earnings call 2020-10-22 | transcript fe41d67e-dd28-4ef8-8140-c29cf3b638b6 | chars 2428-2671 | segment 2