Invitation Homes Inc. (INVH) Analyst/Investor Day Transcript
Invitation Homes Inc. ( INVH ) Analyst/Investor Day November 17, 2025 1:00 PM EST Company Participants Scott McLaughlin - Senior Vice President of Investor Relations & Tax Dallas Tanner - Co-Founder, CEO, President & Director Tim Lobner - Executive VP & COO Virginia Suliman Scott Eisen - Executive VP & Chief Investment Officer Jonathan Olsen - Executive VP, CFO & Treasurer Conference Call Participants Haendel St. Juste - Mizuho Securities USA LLC, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Anthony Paolone - JPMorgan Chase & Co, Research Division Richard Hightower - Barclays Bank PLC, Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Michael Gorman - BTIG, LLC, Research Division Buck Horne - Raymond James & Associates, Inc., Research Division James Feldman - Wells Fargo Securities, LLC, Research Division Eric Wolfe - Citigroup Inc. Exchange Research Jana Galan - BofA Securities, Research Division Jason Sabshon - Keefe, Bruyette, & Woods, Inc., Research Division Adam Kramer - Morgan Stanley, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Sanket Agarwal Conversation Scott McLaughlin Senior Vice President of Investor Relations & Tax Good afternoon, everyone, and welcome to Invitation Homes' 2025 Investor Day. I'm Scott McLaughlin, Head of Investor Relations.
Invitation Homes Inc. (INVH) Q3 2025 Earnings Call Transcript
Invitation Homes Inc. ( INVH ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Scott McLaughlin - Senior Vice President of Investor Relations & Tax Dallas Tanner - Co-Founder, CEO, President & Director Tim Lobner - Executive VP & COO Jonathan Olsen - Executive VP, CFO & Treasurer Scott Eisen - Executive VP & Chief Investment Officer Conference Call Participants Jana Galan - BofA Securities, Research Division Eric Wolfe - Citigroup Inc., Research Division Ami Probandt - UBS Investment Bank, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Haendel St. Juste - Mizuho Securities USA LLC, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Brad Heffern - RBC Capital Markets, Research Division James Feldman - Wells Fargo Securities, LLC, Research Division Jesse Lederman - Zelman & Associates LLC Juan Sanabria - BMO Capital Markets Equity Research Adam Kramer - Morgan Stanley, Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Julien Blouin - Goldman Sachs Group, Inc., Research Division Richard Hightower - Barclays Bank PLC, Research Division Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Welcome to the Invitation Homes Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Invitation Homes' Q3 FFO In Line, Revenues Beat, Rents Improve Y/Y
Invitation Homes posts steady Q3 core FFO of 47 cents per share as higher rents offset lower occupancy, prompting a slight full-year outlook raise.
Invitation Homes: Brace For AI Bubble - Buy American Homes Hand Over Fist
Invitation Homes offers a rare, diversified way to invest in single-family rental housing, currently trading at a decade-high 4% dividend yield. INVH is largely resistant to AI disruption, with potential to benefit from AI-driven operational efficiencies while maintaining stable, counter-cyclical growth. The stock appears to trade at a 25% discount to private market home values, with solid fundamentals, BBB+ credit, and management targeting capital recycling into undervalued markets.
Invitation Homes to Report Q3 Earnings: What to Expect From the Stock?
INVH's Q3 results are likely to reflect strong demand for single-family rentals and tech-driven margin gains amid supply pressures.
Why I Recently Bought More Shares of This Beaten Down 4.1%-Yielding Dividend Stock
The stock market has been in rally mode in the second half of this year. The S&P 500 is up by almost 14% over the last 12 months and seems to be hitting new all-time highs almost every day.
Invitation Homes: Buying Houses At 2019 Prices
Invitation Homes trades at historically low valuations, offering a compelling entry point versus both peers and the underlying value of its real estate assets. INVH benefits from high tenant retention, strong renewal rent growth, and a robust balance sheet, supporting stable income and long-term growth potential. Demographic trends and declining new supply in key markets position INVH for improved rent and NOI growth as home affordability remains challenging.
Invitation Homes: A Low-Hanging Fruit In The U.S. Housing Market
Invitation Homes, a REIT that owns and operates single-family homes for lease across the US, is now a $19 billion (by market cap) real estate titan. INVH increased its dividend for nine consecutive years, with a five-year dividend growth rate of 16.6%. The company grew its revenue from $1.1 billion in FY 2017 to $2.6 billion in FY 2024, a compound annual growth rate of 13.1%.
Invitation Homes Inc. (INVH) Q2 2025 Earnings Call Transcript
Invitation Homes Inc. (NYSE:INVH ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants Charles D. Young - President Dallas B.
Invitation Homes' Q2 FFO and Revenues Beat, Rents Improve Y/Y
INVH tops Q2 estimates with core FFO of $0.48, lifted by higher NOI and rent growth despite softer occupancy.
Compared to Estimates, Invitation Home (INVH) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Invitation Home (INVH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Invitation Home (INVH) Meets Q2 FFO Estimates
Invitation Home (INVH) came out with quarterly funds from operations (FFO) of $0.48 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.47 per share a year ago.
