Leases
Operating leases for our corporate offices have remaining lease terms ranging from 1.6 years to 7.1 years, some of which include options to extend the leases for up to ten years. These options to extend have not been recognized as part of our operating lease ROU assets and lease liabilities as it is not reasonably certain that we will exercise these options. Our lease agreements do not contain any residual value guarantees or material restrictive covenants. Certain leases contain provisions for property-related costs that are variable in nature for which we are responsible, including common area maintenance, which are expensed as incurred.
The components of lease expense recognized in the Consolidated Statements of Operations were as follows (in thousands):
Year Ended December 31,
202520242023
Operating lease cost$4,070 $4,188 $4,362 
Variable lease cost1,370 1,479 1,737 
  Total lease cost$5,440 $5,667 $6,099 
Lease-related assets and liabilities were as follows (in thousands, except years and %):
December 31,
20252024
Assets
Operating lease right-of-use assets15,924 17,472 
Liabilities
Other current liabilities$4,873 $4,273 
Operating lease liabilities33,287 37,476 
Total lease liabilities$38,160 $41,749 
Weighted-average remaining lease term (years)6.37.4
Weighted-average discount rate5.2 %5.1 %
In January 2023, we entered into an amendment to the lease agreement for our San Diego facility (the "San Diego Lease"). We remeasured the lease liability and recorded a reduction to the lease liability and ROU asset using the discount rate at the modification date, which resulted in a gain of $2.4 million in the Consolidated Statements of Operations.
In June 2023, we entered into a second amendment to reduce the rentable square footage and our future rental payment obligations under the San Diego Lease pursuant to which we made a one-time payment of $2.9 million. We again remeasured the lease liability and recorded a reduction to the lease liability using the discount rate at the modification date. As a result, we recorded a gain of $1.9 million in the Consolidated Statements of Operations.
In July 2023, we entered into an agreement to sublet one of our office spaces in Santa Barbara through December 31, 2031 (the "Santa Barbara 90 Sublease"). The total rental commitment over the term of the Santa Barbara 90 Sublease is $6.1 million. We performed impairment testing in accordance with ASC 360, and no impairment related to the ROU assets was recorded for the year ended December 31, 2023.
Future minimum lease payments under non-cancellable leases as of December 31, 2025 were as follows (in thousands):
Years ending December 31,
2026$6,662 
20276,844 
20286,962 
20296,910 
20307,110 
Thereafter10,353 
Total future minimum lease payments44,841 
Less: imputed interest(6,681)
Total$38,160 
Free Sentinel

Want the next APPFOLIO INC leases disclosure the moment it drops?

Set a Sentinel and we'll alert you the moment APPFOLIO INC's next filing hits EDGAR. No credit card, your email never gets sold.

Track for free

Historical Timeline

Fiscal YearFiled
2025Feb 5, 2026Showing above
2024Feb 6, 2025
2023Feb 1, 2024
2022Feb 9, 2023
2021Feb 28, 2022
2020Mar 1, 2021
2019Mar 2, 2020

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.