Invitation HomesINVH
About: Invitation Homes owns a portfolio of over 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: 1,750
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
17% more funds holding in top 10
Funds holding in top 10: 12 [Q3] → 14 (+2) [Q4]
8.49% more ownership
Funds ownership: 91.24% [Q3] → 99.73% (+8.49%) [Q4]
7% more call options, than puts
Call options by funds: $35.9M | Put options by funds: $33.5M
1% less capital invested
Capital invested by funds: $19.7B [Q3] → $19.5B (-$163M) [Q4]
3% less funds holding
Funds holding: 530 [Q3] → 514 (-16) [Q4]
10% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 78
19% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 211
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Raymond James Buck Horne 18% 1-year accuracy 4 / 22 met price target | 6%upside $36 | Outperform Maintained | 11 Apr 2025 |
Mizuho Haendel St. Juste 76% 1-year accuracy 13 / 17 met price target | 6%upside $36 | Outperform Upgraded | 13 Mar 2025 |
Barclays Richard Hightower 45% 1-year accuracy 10 / 22 met price target | 9%upside $37 | Overweight Maintained | 12 Mar 2025 |
Keefe, Bruyette & Woods Jade Rahmani 32% 1-year accuracy 12 / 37 met price target | 6%upside $36 | Market Perform Maintained | 5 Mar 2025 |
Morgan Stanley Adam Kramer 100% 1-year accuracy 3 / 3 met price target | 3%upside $35 | Equal-Weight Downgraded | 24 Jan 2025 |
Financial journalist opinion
Based on 9 articles about INVH published over the past 30 days









