INVH · Real Estate
Invitation Homes Inc.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window
News · 2026-11-12
- Geographic Market CommentaryImportance 17 · Surprise 24Third-party reporting describes rental conditions across Invitation Homes’ portfolio as soft. Chicago is identified as the company’s most resilient market, while Phoenix is described as the weakest in rental…
News · 2026-11-06
- Guidance / OutlookImportance 58 · Surprise 60Invitation Homes raised its full-year 2026 core FFO guidance midpoint to $1.94–$1.98 per share. It also increased its full-year 2026 same-store NOI growth midpoint to 1.2%. The report attributes the higher outlook to…
- Competition and Pricing PressureImportance 34 · Surprise 24Invitation Homes reported improving rental supply in several markets that had previously been affected by tight supply, while monitoring potential “shadow” supply from accidental landlords. A separate report described…
News · 2026-11-03
- Competition and Pricing PressureImportance 34 · Surprise 24Invitation Homes reported improving rental supply in several markets that had previously been affected by tight supply, while monitoring potential “shadow” supply from accidental landlords. A separate report described…
- Macroeconomic Factors ImpactImportance 26 · Surprise 24Invitation Homes identified potential rental competition from accidental landlords and owners renting out unsold homes, described as “shadow supply.” The report says this competition could pressure lease rates and…
News · 2026-11-02
- Capital Return ProgramImportance 58 · Surprise 42Invitation Homes reported $833 million in home dispositions used to fund share repurchases year to date. It repurchased 37 million shares for $989 million over that period. The board authorized a new $500 million share…
- Revenue Performance and MixImportance 43 · Surprise 32Invitation Homes reported Q3 2026 revenue growth of 6.3% year over year. Same-store NOI grew 1.1%, supported by strong occupancy and renewal rents despite slightly weaker new-lease pricing. Same-store blended rent…
- Occupancy and Leasing ActivityImportance 25 · Surprise 32Invitation Homes reported Q3 2026 same-store blended rent growth of 3.0%, led by a 4.3% increase in renewal rents. Strong occupancy and renewal rents supported same-store NOI growth, while new-lease pricing was…
News · 2026-11-01
- Capital Return ProgramImportance 58 · Surprise 42Invitation Homes reported $833 million in home dispositions used to fund share repurchases year to date. It repurchased 37 million shares for $989 million over that period. The board authorized a new $500 million share…
- Revenue Performance and MixImportance 43 · Surprise 32Invitation Homes reported Q3 2026 revenue growth of 6.3% year over year. Same-store NOI grew 1.1%, supported by strong occupancy and renewal rents despite slightly weaker new-lease pricing. Same-store blended rent…
News · 2026-10-31
- Guidance / OutlookImportance 58 · Surprise 60Invitation Homes raised its full-year 2026 core FFO guidance midpoint to $1.94–$1.98 per share. It also increased its full-year 2026 same-store NOI growth midpoint to 1.2%. The report attributes the higher outlook to…
- Capital Return ProgramImportance 58 · Surprise 42Invitation Homes reported $833 million in home dispositions used to fund share repurchases year to date. It repurchased 37 million shares for $989 million over that period. The board authorized a new $500 million share…
- Revenue Performance and MixImportance 43 · Surprise 32Invitation Homes reported Q3 2026 revenue growth of 6.3% year over year. Same-store NOI grew 1.1%, supported by strong occupancy and renewal rents despite slightly weaker new-lease pricing. Same-store blended rent…
- Occupancy and Leasing ActivityImportance 25 · Surprise 32Invitation Homes reported Q3 2026 same-store blended rent growth of 3.0%, led by a 4.3% increase in renewal rents. Strong occupancy and renewal rents supported same-store NOI growth, while new-lease pricing was…
News · 2026-10-30
- Capital Return ProgramImportance 68 · Surprise 50Invitation Homes repurchased nearly $1 billion of stock, representing about 6% of shares outstanding in less than a year. The company authorized an additional $500 million share repurchase program. Repurchases were…
- Rental Rate / Leasing SpreadsImportance 31 · Surprise 32Third-party reporting described strong demand in the single-family rental market, supported by affordability pressures and high mortgage rates, with occupancy remaining elevated. Invitation Homes reported 3% same-store…
- Quarterly Earnings PerformanceImportance 29 · Surprise 22In Q3 2026, Invitation Homes’ net income available to common stockholders increased 15.6% year over year to $158 million, or $0.27 per diluted share. Core FFO per share rose 2.4% to $0.48, while AFFO per share…
10-Q · 2026-10-29
- Single-Family Rental RegulationImportance 53 · Surprise 42The filing says executive actions and potential federal and state legislation or regulation, including the Housing Act, could limit institutional ownership and acquisition of single-family homes and require changes to…
- Acquisitions and PartnershipsImportance 47 · Surprise 60On January 14, 2026, Invitation Homes acquired ResiBuilt Homes, LLC, a fee homebuilder specializing in single-family rental communities in high-growth Southeast markets; the filing does not disclose the purchase price.…
- Climate Change and SustainabilityImportance 41 · Surprise 24The company identifies physical, regulatory and transition risks from climate change, including more frequent extreme weather, changing regulation and consumer preferences, as potential threats to revenues and…
- Geographic Revenue ConcentrationImportance 37 · Surprise 6The Western United States and Florida generated 70.3% of rental revenues and other property income during the three months ended September 30, 2026. The market table reports 38.0% of revenue from the Western United…
- Geographic Market CommentaryImportance 37 · Surprise 6The portfolio spans 16 core markets, with Western United States and Florida representing 70.3% of rental revenues and other property income in the third quarter of 2026. Western United States had 29,986 homes, 96.2%…
- Housing Supply Growth InitiativesImportance 34 · Surprise 42On January 14, 2026, Invitation Homes acquired ResiBuilt Homes, a fee homebuilder with land-development and construction expertise across high-growth Southeast markets, adding in-house homebuilding capabilities.…
- Market Demand TrendsImportance 25 · Surprise 6Invitation Homes says its single-family rental homes meet demand from households seeking the flexibility and savings of leasing, and that continued resident demand supports the appeal of its offering. It owned 85,961…
- Trade Policy and TariffsImportance 20 · Surprise 24Invitation Homes says U.S. tariffs and retaliatory counter-tariffs could increase costs and disrupt supply chains. The company also identifies inflationary trends and tariffs as potential sources of higher costs for…
- Macroeconomic Factors ImpactImportance 19 · Surprise 6Invitation Homes reports that U.S. inflation remains elevated despite moderating from prior peaks, while interest rates and financial and capital markets remain volatile and uncertain. The company says these…
News · 2026-10-29
- Capital Return ProgramImportance 68 · Surprise 50Invitation Homes repurchased nearly $1 billion of stock, representing about 6% of shares outstanding in less than a year. The company authorized an additional $500 million share repurchase program. Repurchases were…
- Guidance / OutlookImportance 51 · Surprise 60Management slightly raised its full-year 2026 Core FFO per-share guidance midpoint to a range of $1.94–$1.98. The outlook was discussed after third-quarter results and alongside home dispositions and capital…
- Revenue Performance and MixImportance 42 · Surprise 14Invitation Homes reported Q3 2026 total revenue of $731.28 million, up 6.3% year over year but 1.1% below consensus. Rental revenue increased marginally to $597.34 million, while other property income rose 7.7% to…
- Joint Venture LossImportance 40 · Surprise 42Invitation Homes recorded a $32.2 million loss from unconsolidated joint ventures in Q3 2026. The loss primarily reflected a $30.4 million net loss related to the dissolution and consolidation of the Pathway…
- Rental Rate / Leasing SpreadsImportance 31 · Surprise 32Third-party reporting described strong demand in the single-family rental market, supported by affordability pressures and high mortgage rates, with occupancy remaining elevated. Invitation Homes reported 3% same-store…
- Quarterly Earnings PerformanceImportance 29 · Surprise 22In Q3 2026, Invitation Homes’ net income available to common stockholders increased 15.6% year over year to $158 million, or $0.27 per diluted share. Core FFO per share rose 2.4% to $0.48, while AFFO per share…
- Homebuilding and Developer LendingImportance 29 · Surprise 30Invitation Homes highlighted expanded homebuilding capabilities and a developer lending program intended to increase housing supply. The report did not identify the program’s investment amount, geographic reach, or a…
Earnings call · 2026-10-28
- Capital AllocationImportance 58 · Surprise 42Invitation Homes sold 658 wholly owned homes in the third quarter for approximately $318 million, at an average price of about $484,000 per home; net proceeds after 216 acquisitions were approximately $245 million. The…
- Guidance / OutlookImportance 56 · Surprise 68The company raised its full-year 2026 Core FFO per-share guidance midpoint by $0.01, to a range of $1.94–$1.98. It narrowed its same-store revenue growth guidance range and lowered its same-store expense growth…
- Joint Venture AcquisitionImportance 40 · Surprise 42Invitation Homes disclosed an approximately $80 million portfolio acquisition completed in the quarter through a joint venture with an existing partner. Management said the portfolio was acquired at a capitalization…
- Single-Family Rental SupplyImportance 36 · Surprise 40Listings from large single-family rental operators were down 13% year over year in August, including declines in Atlanta, Tampa, and Phoenix, while Invitation Homes’ own markets had slightly lower comparable supply…
- Pathway Portfolio ConsolidationImportance 34 · Surprise 42Pathway’s roughly 800–900 homes were consolidated onto Invitation Homes’ balance sheet, replacing management fee income with a commensurate increase in NOI. Management said the change should be approximately neutral to…
- ROAD to Housing ActImportance 34 · Surprise 42Treasury released proposed regulations under the 21st Century ROAD to Housing Act, and the company said the framework is generally workable and in line with congressional intent. The proposal was open for a 30-day…
- Ancillary Services ExpansionImportance 34 · Surprise 42Invitation Homes is expanding its ancillary services program, including internet and media services across a larger portion of its footprint. Since the prior earnings call, it introduced a washer-and-dryer program in…
- Strategic InitiativesImportance 34 · Surprise 42Invitation Homes said it has centralized HOA management and rent collection, and is ahead of schedule on modernizing its operational program; management said it had not expected accretion until 2028. The company…
- Acquisitions and Market OpportunitiesImportance 32 · Surprise 24Management said acquisitions beyond legacy builder commitments must be compelling relative to other uses of capital, and described share repurchases as the most compelling use over the prior four quarters. It reported…
- Rental Rate / Leasing SpreadsImportance 31 · Surprise 32Third-quarter same-store blended rent growth was 3%, improving sequentially from 2.7% in the second quarter and 1.6% in the first quarter. Renewal rent growth was 4.3%, while new-lease rent growth was negative 0.2%;…
- Balance Sheet and LiquidityImportance 29 · Surprise 32Invitation Homes ended the third quarter with $1.3 billion of available liquidity and net debt to adjusted EBITDA of 5.5x, within its 5.5x–6.0x target range and up from 5.4x in the prior quarter. Approximately 90% of…
- Property Tax OutlookImportance 26 · Surprise 24Management said it was cautiously optimistic about the balance of 2026 after reviewing approximately 40% of Florida property tax bills. Those bills gave the company comfort in adjusting its expense-growth guidance, and…
- Same-Property NOI GrowthImportance 25 · Surprise 32Third-quarter same-store NOI grew 1.1% year over year, reflecting core revenue growth of 1.6% and core operating expense growth of 2.5%. Same-store blended rent growth improved to 3.0% in the third quarter from 2.7% in…
- Operating Expense TrendsImportance 25 · Surprise 32Core operating expenses increased 2.5% in the third quarter and 3.3% year to date, within full-year guidance. Fixed expenses rose 1.1% in the quarter as slightly lower property taxes offset higher insurance and…
- Occupancy and Leasing ActivityImportance 22 · Surprise 24Average occupancy was 96.4% in the third quarter and 96.1% in October, with October nearly flat year over year. Lead and showing volumes were meeting or exceeding last year’s levels, and management reported healthy…
- Interest Rate EnvironmentImportance 20 · Surprise 24Management said leasing a home was, on average, more than $1,000 per month cheaper than owning one in its markets as of September, based on John Burns data weighted to those markets. It said rising mortgage rates could…
- Home Sale Market ConditionsImportance 17 · Surprise 6Management said it had sold homes successfully year to date, with no material change through the third quarter in the time required to sell a home. The impact of higher interest rates over the latest 30 days was too…
- Rent-to-Own StrategyImportance 17 · Surprise 24Management said elevated mortgage rates make rent-to-own an area of potential customer interest and noted that the ROAD to Housing Act proposes frameworks for such products. Invitation Homes participated in the Pathway…
- Geographic Market CommentaryImportance 10 · Surprise 6Management described Invitation Homes’ Sun Belt positioning as fairly good and said its markets are showing slightly lower comparable supply year over year. Migration indicators showed positive movement into Houston,…
8-K · 2026-10-28
- Liquidity and Debt PositionImportance 36 · Surprise 6As of September 30, 2026, available liquidity was $1,344 million, and total indebtedness was $8,810 million, comprising 89.8% unsecured debt and 10.2% secured debt. 90.2% of total debt was fixed rate or swapped to…
- Net Income and ProfitabilityImportance 35 · Surprise 22Q3 2026 net income available to common stockholders was $157.811 million, compared with $136.474 million in Q3 2025, an increase of 15.6%. Year-to-date net income available to common stockholders rose to $535.783…
- Revenue Performance and MixImportance 34 · Surprise 32Q3 2026 total revenues rose 6.3% year over year to $731 million, compared with $688 million in Q3 2025; year-to-date revenue increased to $2,213 million from $2,044 million. Q3 rental revenues were $597.3 million,…
- Occupancy and Leasing ActivityImportance 30 · Surprise 32Same Store Average Occupancy was 96.4%, down 10 basis points year over year, while average monthly rent increased 1.8% to $2,492. Renewal rent growth was 4.3%, but new-lease rent growth was negative 0.2%, resulting in…
- Rental Rate / Leasing SpreadsImportance 30 · Surprise 32Same Store lease-over-lease blended rental rate growth was 3.0% in Q3 2026, with renewal leases up 4.3% and new leases down 0.2%. Regional blended growth was highest in the Midwest at 5.5%, including 5.7% in Chicago…
- Capital ExpendituresImportance 24 · Surprise 14Wholly owned portfolio capital expenditures totaled $73.444 million in Q3 2026, down from $80.878 million in Q3 2025. Recurring CapEx was $56.274 million, value-enhancing CapEx was $13.727 million, initial renovation…
- Same-Property NOI GrowthImportance 13 · Surprise 32The Same Store Portfolio included 76,687 homes, or 89.2% of the 85,961 wholly owned homes at quarter end; Q3 Same Store NOI increased 1.1% year over year to $380.6 million. Same Store Core Revenues increased 1.6% to…
- Geographic Revenue ConcentrationImportance 13 · Surprise 6At September 30, 2026, the Western United States accounted for 38.0% of revenue from the wholly owned portfolio, while Florida accounted for 32.3%. The Southeast United States represented 18.9% of portfolio revenue,…