Invitation Homes Inc. (INVH)

Sector: Real Estate|Industry: REIT - Residential|Market Cap: $19.62B|Employees: 1.6K


Invitation Homes is a leading owner and operator of single-family homes for lease, offering residents high-quality homes in sought-after neighborhoods across the United States. The company's core business model is to acquire, renovate, lease, maintain, and manage single-family homes. Invitation Homes operates primarily in 16 core markets with strong demand drivers, high barriers to entry, and high rent growth potential.

  1. Filings

Filing Highlights

Financial Performance

Rental revenues increased by 8.6% year-over-year, primarily due to a rise in average monthly rent and a slight uptick in average occupancy. This indicates effective pricing strategies and strong demand for their properties.

Net income increased by 35.4% year-over-year, demonstrating improved profitability. This suggests that the company's cost management and asset optimization efforts are yielding positive results.

Property operating and maintenance expenses increased by 12.0% year-over-year, outpacing revenue growth. This increase is attributed to higher property taxes, administrative costs, utilities, and turnover expenses, which could pressure future earnings if not managed effectively.

Growth & Strategy

Management Execution

Risk Factors

Competitive Position

Operational Efficiency

Innovation & Technology

Capital Allocation

ESG Initiatives

Market Environment