Invitation HomesINVH
INVH
About: Invitation Homes owns a portfolio of nearly 85,000 single-family rental homes. The company focuses on owning homes in the starter and move-up segments of the housing market with an average sale price around $350,000 and generally less than 1,800 square feet. The portfolio is spread across 16 target markets that feature high employment and household formation growth with almost 70% of the portfolio in the Western U.S. and Florida; 15 of the 16 markets featuring average rents lower than homeownership costs.
Employees: 1,555
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
17% more funds holding in top 10
Funds holding in top 10: 12 [Q3] → 14 (+2) [Q4]
6.83% more ownership
Funds ownership: 92.34% [Q3] → 99.17% (+6.83%) [Q4]
7% more call options, than puts
Call options by funds: $35.9M | Put options by funds: $33.5M
2% less capital invested
Capital invested by funds: $19.9B [Q3] → $19.4B (-$492M) [Q4]
6% less funds holding
Funds holding: 530 [Q3] → 500 (-30) [Q4]
16% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 76
20% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 210
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$33
3%
upside
Avg. target
$36
13%
upside
High target
$40
25%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Barclays Richard Hightower 61% 1-year accuracy 11 / 18 met price target | 13%upside $36 | Overweight Maintained | 24 Jan 2025 |
Morgan Stanley Adam Kramer 100% 1-year accuracy 4 / 4 met price target | 10%upside $35 | Equal-Weight Downgraded | 24 Jan 2025 |
Deutsche Bank Derek Johnston 25% 1-year accuracy 1 / 4 met price target | 3%upside $33 | Hold Downgraded | 21 Jan 2025 |
JMP Securities Aaron Hecht 61% 1-year accuracy 33 / 54 met price target | 25%upside $40 | Market Outperform Reiterated | 12 Dec 2024 |
Financial journalist opinion
Based on 6 articles about INVH published over the past 30 days
Positive
Zacks Investment Research
19 hours ago
Should You Retain Invitation Homes Stock in Your Portfolio Now?
INVH is set to gain from its presence in high-growth markets, asset-light model, technological moves and a healthy balance sheet. High unit supply ails.
Positive
Zacks Investment Research
21 hours ago
Invitation Home (INVH) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Beyond analysts' top -and-bottom-line estimates for Invitation Home (INVH), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024.
Positive
Seeking Alpha
5 days ago
Mom's All-Weather REIT Portfolio
I created a diversified REIT portfolio for my mom, aiming for consistent income and optimized total returns, with an average dividend yield of 4.9%. Key REITs include Invitation Homes, Apple Hospitality, Realty Income, Healthpeak, Mid-America, Sun Communities, American Tower, VICI Properties, Prologis, and Ladder Capital. Each REIT was selected based on strong financial metrics, growth potential, and solid dividend yields, ensuring resilience and steady income.
Neutral
Business Wire
4 weeks ago
Invitation Homes Announces Tax Treatment of 2024 Dividends
DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes” or the “Company”) today announced the tax treatment of its 2024 dividends for its Common Stock as summarized in the table below. The Company's tax return for 2024 has not yet been filed. As a result, the information in the table below has been calculated using the best available information as of the date of this release. Please note that federal tax laws affect taxpayers differently and the Company cannot advise it.
Positive
Seeking Alpha
4 weeks ago
Seek Shelter: 3 Resilient Residential REITs
I'm considering building a new apartment community in Spartanburg, SC, driven by strong multifamily sector trends and solid absorption rates despite high new supply. Mid-America Apartment Communities is a resilient Sunbelt-focused apartment REIT, benefiting from job growth and investment, with a strong balance sheet and steady dividend growth. Invitation Homes is a single-family rental REIT with strategic homebuilder partnerships, a robust balance sheet, and consistent AFFO and dividend growth, making it a buy.
Neutral
Seeking Alpha
4 weeks ago
The State Of REITs: January 2025 Edition
The REIT sector took a beating in December with an average total return of -6.85% but still finished in the black for full year 2024 (+3.70%). Small cap (-5.98%) and mid cap REITs (-6.62%) outperformed large caps (-7.43%) and micro caps (-8.63%) in December. Only 9.68% of REIT securities had a positive total return in December. 55.63% had a positive total return for all of 2024.
Neutral
Business Wire
1 month ago
Invitation Homes Announces Dates for Fourth Quarter 2024 Earnings Release and Conference Call
DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes” or the “Company”), the nation's premier single-family home leasing and management company, will release its fourth quarter 2024 financial and operating results on Wednesday, February 26, 2025, after the market closes. The Company will host a conference call that will be webcast live on Thursday, February 27, 2025, at 11:00 a.m. Eastern Time to review fourth quarter results, discuss recent events, and conduct a quest.
Positive
Seeking Alpha
1 month ago
Invitation Homes: Buy Diversified Quality Single-Family Residences In One Basket
Investing in a single-family rental property requires significant capital and carries risks, including high debt and potential cash flow issues. Invitation Homes offers a diversified REIT alternative with a recent 3.6% dividend raise and a 72.5% AFFO payout ratio. Valuation models like the Chowder Rule and Dividend Discount Model suggest the Company is undervalued, with potential annual returns of 20.51%.
Negative
Seeking Alpha
1 month ago
World Beaters' 2024 Performance Review
One year ago, I selected a portfolio of 10 REITs for their double-digit dividend growth, believing they would outperform on share price and deliver superior total return. In this article, I hold myself accountable. The World Beaters portfolio underperformed in share price, contrary to expectations, achieving a total return of (-3.48)%. The portfolio ended the year out yielding the VNQ by 12 bps, but did not achieve the anticipated share price outperformance, despite sterling operating results.
Neutral
The Motley Fool
1 month ago
Thinking About Buying a Rental Property in 2025? Consider Doing This Instead.
Many people dream of owning a portfolio of rental properties that can produce enough passive income to cover their living expenses. That could enable them to retire early or spend less time working, giving them more freedom.
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