INVH · 10-Q · 2026Q3 · Full report

Trade Policy and Tariffs

Invitation Homes Inc. · 2026-10-29 · Importance 20 · Surprise 24

Invitation 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 materials and services used to improve, maintain and renovate its homes. It says its scale has historically helped it purchase goods and services at favorable prices, but cautions that it may not continue to realize those advantages.

Key facts

• U.S. tariffs and trade restrictions, and counter-tariffs, could increase Invitation Homes' costs and disrupt its supply chain. source
• Inflation and tariffs may increase Invitation Homes' costs for materials and services used to improve and maintain homes; severe weather, casualty events, and higher insurance costs or reduced insurance availability could also increase those costs. source
• Inflation and tariffs may increase Invitation Homes' costs for materials and services used to renovate acquired homes. source