Invitation Homes（INVH *）株式概要インビテーション・ホームズ社は、S&P500社の一社で、全米一流の一戸建て住宅の賃貸・管理会社であり、職住近接や良い学校へのアクセスなど、価値ある特徴を備えた、高品質で最新の住宅へのアクセスを提供することで、変化するライフスタイルの需要に応えている。 詳細INVH * ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績1/6財務の健全性2/6配当金3/6報酬当社が推定した公正価値より1.7%で取引されている リスク分析利払いは収益で十分にカバーされない 株式の流動性は非常に低い 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るINVH * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW481,989 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA481,989 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$665.2352.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-243m3b2016201920222025202620282031Revenue US$3.3bEarnings US$591.5mAdvancedSet Fair ValueView all narrativesInvitation Homes Inc. 競合他社Fibra UNOSymbol: BMV:FUNO 11Market cap: Mex$119.7bFIBRA PrologisSymbol: BMV:FIBRAPL 14Market cap: Mex$129.8bFideicomiso Irrevocable No. F/3277 en Banco Invex S. A. Institución de Banca Múltiple INVEX GrupoSymbol: BMV:EDUCA 18Market cap: Mex$66.3bAmerican Homes 4 RentSymbol: NYSE:AMHMarket cap: US$13.6b価格と性能株価の高値、安値、推移の概要Invitation Homes過去の株価現在の株価US$665.2352週高値US$665.2352週安値US$643.35ベータ0.821ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化68.05%最新ニュースお知らせ • Jul 09Invitation Homes Inc. to Report Q2, 2026 Results on Jul 29, 2026Invitation Homes Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026お知らせ • Jun 13Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before July 17, 2026Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.30 per share payable on shares of its common stock. The dividend will be paid on or before July 17, 2026, to stockholders of record of the Company’s common stock as of the close of business on June 25, 2026.お知らせ • May 02Invitation Homes Inc. Maintains Earnings Guidance for the Year 2026Invitation Homes Inc. maintained earnings guidance for the year 2026. For the year, the company expects same store core revenues growth of 1.3% to 2.5% with a mid-points of 1.9%.お知らせ • Apr 30Invitation Homes Inc. (NYSE:INVH) announces an Equity Buyback for $500 million worth of its shares.Invitation Homes Inc. (NYSE:INVH) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The Share Repurchase Program does not have an expiration date.お知らせ • Apr 09Invitation Homes Inc. to Report Q1, 2026 Results on Apr 29, 2026Invitation Homes Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Mar 27Invitation Homes Inc., Annual General Meeting, May 07, 2026Invitation Homes Inc., Annual General Meeting, May 07, 2026.最新情報をもっと見るRecent updatesお知らせ • Jul 09Invitation Homes Inc. to Report Q2, 2026 Results on Jul 29, 2026Invitation Homes Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026お知らせ • Jun 13Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before July 17, 2026Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.30 per share payable on shares of its common stock. The dividend will be paid on or before July 17, 2026, to stockholders of record of the Company’s common stock as of the close of business on June 25, 2026.お知らせ • May 02Invitation Homes Inc. Maintains Earnings Guidance for the Year 2026Invitation Homes Inc. maintained earnings guidance for the year 2026. For the year, the company expects same store core revenues growth of 1.3% to 2.5% with a mid-points of 1.9%.お知らせ • Apr 30Invitation Homes Inc. (NYSE:INVH) announces an Equity Buyback for $500 million worth of its shares.Invitation Homes Inc. (NYSE:INVH) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The Share Repurchase Program does not have an expiration date.お知らせ • Apr 09Invitation Homes Inc. to Report Q1, 2026 Results on Apr 29, 2026Invitation Homes Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Mar 27Invitation Homes Inc., Annual General Meeting, May 07, 2026Invitation Homes Inc., Annual General Meeting, May 07, 2026.お知らせ • Mar 13Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before April 17, 2026Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.30 per share payable on shares of its common stock. The dividend will be paid on or before April 17, 2026, to stockholders of record of the Company’s common stock on March 26, 2026.お知らせ • Feb 19Invitation Homes Inc. Provides Earnings Guidance for the Year 2026Invitation Homes Inc. provided earnings guidance for the year 2026. For the year, the company expects same store core revenues growth of 1.3% to 2.5%.お知らせ • Jan 22Invitation Homes Inc. to Report Q4, 2025 Results on Feb 18, 2026Invitation Homes Inc. announced that they will report Q4, 2025 results After-Market on Feb 18, 2026お知らせ • Jan 17Invitation Homes Inc. (NYSE:INVH) acquired Resibuilt Homes, LLC for $96.5 million.Invitation Homes Inc. (NYSE:INVH) acquired Resibuilt Homes, LLC for $96.5 million on January 16, 2026. A cash consideration of $89 million will be paid by Invitation Homes Inc. Invitation Homes Inc. will pay an earnout payment of $7.5 million cash. As part of consideration, $96.5 million is paid towards common equity of Resibuilt Homes, LLC. Jones Day acted as legal advisor for Invitation Homes Inc. Alston & Bird LLP acted as legal advisor for Resibuilt Homes, LLC. Zelman & Associates LLC, Investment Banking arm acted as financial advisor for Resibuilt Homes, LLC. Invitation Homes Inc. (NYSE:INVH) completed the acquisition of Resibuilt Homes, LLC on January 16, 2026.お知らせ • Jan 03Invitation Homes Inc. Announces Retirement of Mark Solls as Executive Vice President, Chief Legal Officer and Secretary by the End of Fiscal 2026On December 31, 2025, Mark Solls, Executive Vice President, Chief Legal Officer and Secretary of Invitation Homes Inc., informed the Board of Directors of the Company of his plan to retire by the end of fiscal 2026, after over a decade of service to the Company, effective upon the appointment of his successor. Thereafter, Mr. Solls has agreed to continue to serve the Company in an advisory capacity, assisting with the transition of his duties and providing ongoing strategic advice and support to the President and Chief Executive Officer and senior management of the Company. The Company has begun a comprehensive search process to fill the Chief Legal Officer and Secretary’s role and will consider internal and external candidates. Any final succession decision will be determined at a future date and publicly announced as legally required. Mr. Solls' decision to retire is not the result of any disagreement with the Company on any matter relating to its strategy, operations, performance, policies, practices, or otherwise.お知らせ • Dec 13Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before January 16, 2026Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.30 per share payable on shares of its common stock, representing a 3.4% increase over the prior quarterly dividend of $0.29 per share. The dividend will be paid on or before January 16, 2026, to stockholders of record of the Company’s common stock as of the close of business on December 23, 2025.お知らせ • Oct 30+ 1 more updateInvitation Homes Inc. Provides Earnings Guidance for the Year 2025Invitation Homes Inc. provided earnings guidance for the year 2025. For the year, the company expects same store core revenues growth of 2.0% to 3.0%.お知らせ • Oct 07Invitation Homes Inc. to Report Q3, 2025 Results on Oct 29, 2025Invitation Homes Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025お知らせ • Sep 12Invitation Homes Inc. Announces Quarterly Cash Dividend, Payable on or Before October 17, 2025Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.29 per share payable on shares of its common stock. The dividend will be paid on or before October 17, 2025, to stockholders of record of the Company’s common stock as of the close of business on September 25, 2025.お知らせ • Jul 31Invitation Homes Inc. Reaffirms Earnings Guidance for the Year 2025Invitation Homes Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects same store core revenues growth of 1.75% to 3.25%.お知らせ • Jul 10Invitation Homes Inc. to Report Q2, 2025 Results on Jul 30, 2025Invitation Homes Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025お知らせ • Jun 30Invitation Homes Inc.(NYSE:INVH) dropped from Russell 1000 Dynamic IndexInvitation Homes Inc.(NYSE:INVH) dropped from Russell 1000 Dynamic Indexお知らせ • Jun 13Invitation Homes Inc. Announces Quarterly Cash Dividend, Payable on or Before July 18, 2025Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.29 per share payable on shares of its common stock. The dividend will be paid on or before July 18, 2025, to stockholders of record of the Company’s common stock as of the close of business on June 26, 2025.お知らせ • Apr 10Invitation Homes Inc. to Report Q1, 2025 Results on Apr 30, 2025Invitation Homes Inc. announced that they will report Q1, 2025 results After-Market on Apr 30, 2025お知らせ • Apr 04Invitation Homes Inc., Annual General Meeting, May 15, 2025Invitation Homes Inc., Annual General Meeting, May 15, 2025.Declared Dividend • Mar 17Fourth quarter dividend of US$0.29 announcedShareholders will receive a dividend of US$0.29. Ex-date: 27th March 2025 Payment date: 17th April 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.1%.お知らせ • Mar 14Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before April 17, 2025Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.29 per share payable on shares of its common stock. The dividend will be paid on or before April 17, 2025, to stockholders of record of the Company’s common stock as of the close of business on March 27, 2025.お知らせ • Feb 27Invitation Homes Inc. Provides Earnings Guidance for the Year 2025Invitation Homes Inc. provided earnings guidance for the year 2025. For the year, the company expects Same Store Core Revenues growth in the range of 1.75% to 3.25%.お知らせ • Feb 26Invitation Homes Inc. Announces Management ChangesInvitation Homes Inc. announced the promotion of Timothy J. Lobner to Executive Vice President and Chief Operating Officer, effective March 2, 2025. Charles D. Young will continue in the role of President. Mr. Lobner has served as Executive Vice President and Head of Field Operations for Invitation Homes since December 2023, overseeing the Company’s property management operations. Prior to that, he was Executive Vice President, Operations Support, since January 2014. Mr. Lobner joined Invitation Homes in October 2012. From 2006 to 2012, he worked at Trammell Crow Company, the commercial real estate development subsidiary of CBRE, where he focused on industrial, office, and retail opportunities. Before beginning his real estate career, Mr. Lobner served as a nuclear submarine officer in the United States Navy from 1999 to 2005. He holds a Bachelor of Science in Mechanical Engineering from the United States Naval Academy and a Master of Business Administration from the University of Chicago Booth School of Business.お知らせ • Dec 13Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before January 17, 2025Invitation Homes Inc. announced that its board of directors has declared a regular quarterly cash dividend of $0.29 per share payable on shares of its common stock, representing a 3.6% increase over the prior quarterly dividend of $0.28 per share. The dividend will be paid on or before January 17, 2025, to stockholders of record of the Company’s common stock as of the close of business on December 26, 2024.お知らせ • Oct 03Invitation Homes Inc. to Report Q3, 2024 Results on Oct 30, 2024Invitation Homes Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024お知らせ • Sep 28Invitation Homes Appoints H. Wyman Howard to Its Board of Directors, Effective October 1, 2024Invitation Homes Inc. announced that retired Navy Rear Admiral H. Wyman Howard will join its board of directors October 1, 2024. Howard retired from the U.S. Navy in September 2022 after more than 32 years of service for the SEAL teams and Joint Special Operations. He has had multiple tours in command of Special Operations Joint Task Forces and was among the first to deploy into Afghanistan following the terrorist attacks on September. 11, 2001. Howard also serves on the board of Bridger Aerospace Group Holdings Inc., an aerial firefighting and aerospace services company. A decision like this was likely in the works well before the FTC settlement was announced but the move could shore up confidence in the Dallas company, which owns and manages more than 80,000 homes across the country. The share price of Invitation Homes has fallen about 3% this week although it is up more than 2% since the start of the year.お知らせ • Sep 13Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before October 18, 2024Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.28 per share payable on shares of its common stock. The dividend will be paid on or before October 18, 2024, to stockholders of record of the Company’s common stock as of the close of business on September 26, 2024.Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$0.12 (vs US$0.23 in 2Q 2023)Second quarter 2024 results: EPS: US$0.12 (down from US$0.23 in 2Q 2023). Revenue: US$653.5m (up 9.2% from 2Q 2023). Net income: US$73.0m (down 47% from 2Q 2023). Profit margin: 11% (down from 23% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Global Residential REITs industry.お知らせ • Jul 23Invitation Homes Inc. Announces Settlement of California Qui Tam DisputeInvitation Homes Inc. announced that it has reached an agreement to settle the legal dispute entitled City of San Diego et al v. Invitation Homes Inc. The complaint in the dispute, also known as a qui tam action filed under the California False Claims Act, alleged that the Company’s contractors failed to pull building permits on certain home improvements. The Company has maintained that the complaint was without merit since it was filed. However, the Company believes reaching this settlement is in the best interest of all its stakeholders and allows the Company to better focus on its core business operations. Upon final approval of the settlement agreement by the U.S. District Court in the Southern District of California, the Company will pay a total amount of $19,992,900 to completely resolve the dispute, thereby fully releasing the Company without any admission of liability.お知らせ • Jul 04Invitation Homes Inc. to Report Q2, 2024 Results on Jul 24, 2024Invitation Homes Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 24, 2024お知らせ • Jun 15Invitation Homes Inc. Announces Quarterly Cash Dividend, Payable on or Before July 19, 2024Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.28 per share payable on shares of its common stock. The dividend will be paid on or before July 19, 2024, to stockholders of record of the Company’s common stock as of the close of business on June 27, 2024.お知らせ • Jun 06Invitation Homes Inc. Announces Update to Its New Product PipelineInvitation Homes Inc. announced an update to its new product pipeline, which represents a strategic collaboration between the Company and its national and regional homebuilder partners to bring new supply of housing to many communities across the United States. During the second quarter to date, the Company and several of its homebuilder partners went under contract to construct over 1,000 newly built homes at a total investment of approximately $274 million. These homes will be located in three of the Company's core markets of Dallas, Houston, and the Carolinas, with deliveries expected to begin later this month.お知らせ • May 03Invitation Homes Inc. Provides Earnings Guidance for the Full Year of 2024Invitation Homes Inc. provided earnings guidance for the full year of 2024. For the year, the company expects same store core revenues growth to be between 4.5% to 5.5% and Same store NOI growth to be between 3.5% to 5.5%.お知らせ • Apr 11Invitation Homes Inc. to Report Q1, 2024 Results on Apr 30, 2024Invitation Homes Inc. announced that they will report Q1, 2024 results After-Market on Apr 30, 2024お知らせ • Apr 04Invitation Homes Inc., Annual General Meeting, May 15, 2024Invitation Homes Inc., Annual General Meeting, May 15, 2024, at 08:30 Eastern Standard Time. Agenda: To elect the director nominees listed in this Proxy Statement; to ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024; and to approve, in a non-binding advisory vote, the compensation paid to our named executive officers.お知らせ • Mar 15Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before April 19, 2024Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.28 per share payable on shares of its common stock. The dividend will be paid on or before April 19, 2024, to stockholders of record of the Company’s common stock as of the close of business on March 28, 2024.お知らせ • Feb 14Invitation Homes Inc. Provides Earnings Guidance for the Full Year of 2024Invitation Homes Inc. provided earnings guidance for the full year of 2024. For the year, the company expects same store core revenues growth to be between 4.5% to 5.5%, Same Store Core Operating Expenses growth 5.5% to 7.0% and Same store NOI growth to be between 3.5% to 5.5%.お知らせ • Jan 25Invitation Homes Inc. to Report Q4, 2023 Results on Feb 13, 2024Invitation Homes Inc. announced that they will report Q4, 2023 results on Feb 13, 2024お知らせ • Dec 08Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before January 19, 2024Invitation Homes Inc. announced that its board of directors has declared a regular quarterly cash dividend of $0.28 per share payable on shares of its common stock, representing a 7.7% increase over the prior quarterly dividend of $0.26 per share. The dividend will be paid on or before January 19, 2024, to stockholders of record of the Company’s common stock as of the close of business on December 27, 2023.お知らせ • Nov 01Invitation Homes Inc. Announces Executive ChangesInvitation Homes Inc. announced it is making several leadership changes to address continued growth and prepare for future expansion. The following changes will be in effect by the end of the year after a brief transition period. Creation of BTR Team: Alicia MacPhee, Senior Vice President (SVP), Field Division, will move into the newly created role of SVP, BTR Asset Management. MacPhee’s tenure in all forms of real estate, including 18 years with Pulte Homes, will provide an excellent foundation for her to oversee and capture additional value in all aspects of the company’s BTR growth and operations. She will report to Scott Eisen, Executive Vice President (EVP) and Chief Investment Officer. New Field Division Structure: The company will expand from its current two field divisions to three field divisions. With this change comes several organizational adjustments: Tim Lobner, EVP, Operations Support, will become EVP and Head of Field Operations. In this role, he will take responsibility for all three field divisions and will retain oversight of Rehabs, Turns & Maintenance (RTM). Lobner’s extensive experience in operations provides an excellent background for him to continue to enhance the company’s operational abilities, customer service, and team development. Lobner will continue to report to Young. Tracy Valenzuela will remain SVP, Field Division, for the West. She will report to Lobner. The company will begin a search for the two open field division leadership positions. Aaron Stone, SVP, Rehabs, Turns & Maintenance, will remain National RTM Lead and will expand responsibility to include Procurement. He will continue to report to Lobner. Enhancing the Resident Experience: The company is making adjustments in its organization to continue its focus on providing an exceptional resident experience. Phil Yi, SVP, Marketing, will become SVP, Head of Marketing and Resident Experience. He will continue to lead the company’s Marketing efforts and will add responsibility for value-add services as part of the full resident experience. Yi also will take on additional responsibility as the Head of Resident Experience with a focus on enhancing the customer care experience. He will continue to report to Young. Paul Mauk, SVP, Portfolio Development, will continue to lead the company’s value-add services and will now report to Yi. This change will provide a clearer line of sight between the development of value-add services and the resident experience. Enterprise-wide Data Analytics and Revenue Management: Garret Van Parys, currently Vice President, Analytics & Operations Planning, will become SVP, Enterprise Analytics and Revenue Management. Van Parys has revolutionized the way the company’s Operations team uses analytics to drive improvements in the business, and in this new role he will expand that approach enterprise-wide in order to enhance financial performance and competitive positioning. He will continue to report to Young.お知らせ • Oct 27Invitation Homes Inc. Revises Earnings Guidance for Full Year 2023Invitation Homes Inc. revised earnings guidance for Full year 2023. For the period, the company expects Same Store Core Revenues growth to be 6.25% to 6.75% as compared to previous 5.75% to 6.75%. Same Store NOI growth to be 4.5% to 5.0% as compared to previous 4.5% to 5.5%.お知らせ • Oct 21Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before November 22, 2023Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.26 per share payable on shares of its common stock. The dividend will be paid on or before November 22, 2023, to stockholders of record of the Company’s common stock as of the close of business on November 7, 2023.お知らせ • Oct 05Invitation Homes Inc. to Report Q3, 2023 Results on Oct 25, 2023Invitation Homes Inc. announced that they will report Q3, 2023 results After-Market on Oct 25, 2023お知らせ • Jul 23Invitation Homes Inc. Declares Quarterly Cash Dividend on Shares of Its Common Stock, Payable on or Before August 25, 2023Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.26 per share payable on shares of its common stock. The dividend will be paid on or before August 25, 2023, to stockholders of record of the Company’s common stock as of the close of business on August 8, 2023.お知らせ • Jul 06Invitation Homes Inc. to Report Q2, 2023 Results on Jul 26, 2023Invitation Homes Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 26, 2023お知らせ • Jun 06Scott G. Eisen to Join Invitation Homes Inc. as Executive Vice President and Chief Investment Officer in August 2023Invitation Homes Inc. announced that Scott G. Eisen will join the Company as Executive Vice President and Chief Investment Officer in August 2023. Eisen brings more than 26 years of experience in real estate investment banking, mergers and acquisitions, corporate finance, and business development. In his new role, he will formulate portfolio and capital strategies, assess market opportunities and portfolio construction, and lead execution with an in-house team of asset investment and management professionals. He also will lead the Company’s Investment Committee and serve as a member of the Executive Committee. Eisen succeeds John Gibson, who retired earlier this year. Invitation Homes retained Ferguson Partners to seek candidates to fill the role. Eisen is concluding his current role as Head of North American Real Estate Investment Banking for Citigroup. He is a member of the ICSC Board of Trustees, the Nareit Board of Governors, and the Urban Land Institute. Eisen holds a bachelor’s degree from Princeton University’s School of Public and International Affairs and a master’s degree in business administration from the University of Pennsylvania’s Wharton School of Business.お知らせ • May 20Invitation Homes Inc. Approves Board ElectionsInvitation Homes Inc. at its AGM held on May 17, 2023 approved election of Frances Aldrich Sevilla-Sacasa and Keith D. Taylor as directors.Reported Earnings • May 06First quarter 2023 earnings released: FFO per share: US$0.4 (vs US$0.39 in 1Q 2022)First quarter 2023 results: FFO per share: US$0.4 (up from US$0.39 in 1Q 2022). Revenue: US$585.7m (up 11% from 1Q 2022). Funds from operations (FFO): US$255.3m (up 11% from 1Q 2022). FFO margin: 44% (in line with 1Q 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Global Residential REITs industry.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Mex$567, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 12x in the REITs industry in Mexico. Total returns to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$478 per share.お知らせ • Feb 16Invitation Homes Inc. Provides Earnings Guidance for the Fiscal Year 2023Invitation Homes Inc. provided earnings guidance for the fiscal year 2023. For the year, the company expects Same Store Core Revenues growth to be between 5.25% to 6.25%. Embedded within the assumptions for this guidance is slightly lower expected average occupancy versus 2022 due to anticipated higher turnover, as well as elevated bad debt of 25 to 75 basis points higher than 2022. Same Store NOI growth to be between 4.0% to 5.5%.お知らせ • Jan 31+ 1 more updateInvitation Homes Inc. Announces Executive ChangesInvitation Homes Inc. announced Ernie Freedman will step down as Executive Vice President and Treasurer as of June 1, 2023, and concurrently announced the planned succession appointment of Jonathan Olsen, current Executive Vice President, Corporate Strategy & Finance, as the Company’s new Executive Vice President and Treasurer. To provide for a smooth transition, Freedman will enter into a consulting arrangement with the Company to provide advisory services through March 31, 2024. Olsen has served in his current role since February 2020. He joined Invitation Homes in 2012 and previously served as Senior Vice President, Finance and Head of Capital Markets from June 2016 to February 2020, as Managing Director and Head of Capital Markets from April 2013 to June 2016, and as Managing Director and Co-Head of Asset Management from June 2012 to April 2013. From 2003 to 2012, Olsen worked in the real estate investment banking groups at Banc of America Securities, Goldman Sachs, and Jefferies & Company, and from 1996 to 2001 he worked in the mergers and acquisitions groups at UBS Securities, SG Cowen Securities, and PepsiCo Inc.お知らせ • Jan 27Invitation Homes Inc. to Report Q4, 2022 Results on Feb 15, 2023Invitation Homes Inc. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to Mex$719, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 9x in the REITs industry in Mexico. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$832 per share.Upcoming Dividend • Aug 01Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 26 August 2022. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (5.2%).Reported Earnings • Jul 28Second quarter 2022 earnings released: FFO: US$554.6m per share (vs US$0.33 in 2Q 2021)Second quarter 2022 results: FFO: US$554.6m per share (up from US$0.33 in 2Q 2021). Revenue: US$554.6m (up 13% from 2Q 2021). Funds from operations (FFO): US$241.4m (up 29% from 2Q 2021). FFO margin: 44% (up from 38% in 2Q 2021). Over the next year, revenue is forecast to grow 9.8%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.株主還元INVH *MX Residential REITsMX 市場7D0%0%0%1Yn/a0%0%株主還元を見る業界別リターン: INVH *がMX Residential REITs業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: INVH * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is INVH *'s price volatile compared to industry and market?INVH * volatilityINVH * Average Weekly Movementn/aResidential REITs Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: INVH *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のINVH *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト20121,750Dallas Tannerwww.invitationhomes.comインビテーション・ホームズは、S&P500にランクインしている全米屈指の一戸建て住宅賃貸・管理会社であり、職住近接や良好な学校へのアクセスなど、価値ある特徴を備えた高品質で最新の住宅へのアクセスを提供することで、変化するライフスタイルの需要に応えている。お客様とともに、家を家にする」という当社の使命は、個人や家族が成長できる住宅と、居住者の生活体験を継続的に向上させる質の高いサービスを提供するというコミットメントを反映している。もっと見るInvitation Homes Inc. 基礎のまとめInvitation Homes の収益と売上を時価総額と比較するとどうか。INVH * 基礎統計学時価総額Mex$391.21b収益（TTM）Mex$9.02b売上高(TTM)Mex$49.56b42.9xPER（株価収益率7.8xP/SレシオINVH * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計INVH * 損益計算書（TTM）収益US$2.62b売上原価US$1.09b売上総利益US$1.53bその他の費用US$1.06b収益US$476.52m直近の収益報告Mar 31, 2025次回決算日該当なし一株当たり利益（EPS）0.78グロス・マージン58.56%純利益率18.20%有利子負債／自己資本比率83.1%INVH * の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.5%現在の配当利回り74%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/06/11 13:58終値2025/03/14 00:00収益2025/03/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Invitation Homes Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40 アナリスト機関Andrew BabinBairdAnthony PowellBarclaysRichard HightowerBarclays37 その他のアナリストを表示
Fideicomiso Irrevocable No. F/3277 en Banco Invex S. A. Institución de Banca Múltiple INVEX GrupoSymbol: BMV:EDUCA 18Market cap: Mex$66.3b
お知らせ • Jul 09Invitation Homes Inc. to Report Q2, 2026 Results on Jul 29, 2026Invitation Homes Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026
お知らせ • Jun 13Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before July 17, 2026Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.30 per share payable on shares of its common stock. The dividend will be paid on or before July 17, 2026, to stockholders of record of the Company’s common stock as of the close of business on June 25, 2026.
お知らせ • May 02Invitation Homes Inc. Maintains Earnings Guidance for the Year 2026Invitation Homes Inc. maintained earnings guidance for the year 2026. For the year, the company expects same store core revenues growth of 1.3% to 2.5% with a mid-points of 1.9%.
お知らせ • Apr 30Invitation Homes Inc. (NYSE:INVH) announces an Equity Buyback for $500 million worth of its shares.Invitation Homes Inc. (NYSE:INVH) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The Share Repurchase Program does not have an expiration date.
お知らせ • Apr 09Invitation Homes Inc. to Report Q1, 2026 Results on Apr 29, 2026Invitation Homes Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Mar 27Invitation Homes Inc., Annual General Meeting, May 07, 2026Invitation Homes Inc., Annual General Meeting, May 07, 2026.
お知らせ • Jul 09Invitation Homes Inc. to Report Q2, 2026 Results on Jul 29, 2026Invitation Homes Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026
お知らせ • Jun 13Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before July 17, 2026Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.30 per share payable on shares of its common stock. The dividend will be paid on or before July 17, 2026, to stockholders of record of the Company’s common stock as of the close of business on June 25, 2026.
お知らせ • May 02Invitation Homes Inc. Maintains Earnings Guidance for the Year 2026Invitation Homes Inc. maintained earnings guidance for the year 2026. For the year, the company expects same store core revenues growth of 1.3% to 2.5% with a mid-points of 1.9%.
お知らせ • Apr 30Invitation Homes Inc. (NYSE:INVH) announces an Equity Buyback for $500 million worth of its shares.Invitation Homes Inc. (NYSE:INVH) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The Share Repurchase Program does not have an expiration date.
お知らせ • Apr 09Invitation Homes Inc. to Report Q1, 2026 Results on Apr 29, 2026Invitation Homes Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Mar 27Invitation Homes Inc., Annual General Meeting, May 07, 2026Invitation Homes Inc., Annual General Meeting, May 07, 2026.
お知らせ • Mar 13Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before April 17, 2026Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.30 per share payable on shares of its common stock. The dividend will be paid on or before April 17, 2026, to stockholders of record of the Company’s common stock on March 26, 2026.
お知らせ • Feb 19Invitation Homes Inc. Provides Earnings Guidance for the Year 2026Invitation Homes Inc. provided earnings guidance for the year 2026. For the year, the company expects same store core revenues growth of 1.3% to 2.5%.
お知らせ • Jan 22Invitation Homes Inc. to Report Q4, 2025 Results on Feb 18, 2026Invitation Homes Inc. announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
お知らせ • Jan 17Invitation Homes Inc. (NYSE:INVH) acquired Resibuilt Homes, LLC for $96.5 million.Invitation Homes Inc. (NYSE:INVH) acquired Resibuilt Homes, LLC for $96.5 million on January 16, 2026. A cash consideration of $89 million will be paid by Invitation Homes Inc. Invitation Homes Inc. will pay an earnout payment of $7.5 million cash. As part of consideration, $96.5 million is paid towards common equity of Resibuilt Homes, LLC. Jones Day acted as legal advisor for Invitation Homes Inc. Alston & Bird LLP acted as legal advisor for Resibuilt Homes, LLC. Zelman & Associates LLC, Investment Banking arm acted as financial advisor for Resibuilt Homes, LLC. Invitation Homes Inc. (NYSE:INVH) completed the acquisition of Resibuilt Homes, LLC on January 16, 2026.
お知らせ • Jan 03Invitation Homes Inc. Announces Retirement of Mark Solls as Executive Vice President, Chief Legal Officer and Secretary by the End of Fiscal 2026On December 31, 2025, Mark Solls, Executive Vice President, Chief Legal Officer and Secretary of Invitation Homes Inc., informed the Board of Directors of the Company of his plan to retire by the end of fiscal 2026, after over a decade of service to the Company, effective upon the appointment of his successor. Thereafter, Mr. Solls has agreed to continue to serve the Company in an advisory capacity, assisting with the transition of his duties and providing ongoing strategic advice and support to the President and Chief Executive Officer and senior management of the Company. The Company has begun a comprehensive search process to fill the Chief Legal Officer and Secretary’s role and will consider internal and external candidates. Any final succession decision will be determined at a future date and publicly announced as legally required. Mr. Solls' decision to retire is not the result of any disagreement with the Company on any matter relating to its strategy, operations, performance, policies, practices, or otherwise.
お知らせ • Dec 13Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before January 16, 2026Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.30 per share payable on shares of its common stock, representing a 3.4% increase over the prior quarterly dividend of $0.29 per share. The dividend will be paid on or before January 16, 2026, to stockholders of record of the Company’s common stock as of the close of business on December 23, 2025.
お知らせ • Oct 30+ 1 more updateInvitation Homes Inc. Provides Earnings Guidance for the Year 2025Invitation Homes Inc. provided earnings guidance for the year 2025. For the year, the company expects same store core revenues growth of 2.0% to 3.0%.
お知らせ • Oct 07Invitation Homes Inc. to Report Q3, 2025 Results on Oct 29, 2025Invitation Homes Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
お知らせ • Sep 12Invitation Homes Inc. Announces Quarterly Cash Dividend, Payable on or Before October 17, 2025Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.29 per share payable on shares of its common stock. The dividend will be paid on or before October 17, 2025, to stockholders of record of the Company’s common stock as of the close of business on September 25, 2025.
お知らせ • Jul 31Invitation Homes Inc. Reaffirms Earnings Guidance for the Year 2025Invitation Homes Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects same store core revenues growth of 1.75% to 3.25%.
お知らせ • Jul 10Invitation Homes Inc. to Report Q2, 2025 Results on Jul 30, 2025Invitation Homes Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
お知らせ • Jun 30Invitation Homes Inc.(NYSE:INVH) dropped from Russell 1000 Dynamic IndexInvitation Homes Inc.(NYSE:INVH) dropped from Russell 1000 Dynamic Index
お知らせ • Jun 13Invitation Homes Inc. Announces Quarterly Cash Dividend, Payable on or Before July 18, 2025Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.29 per share payable on shares of its common stock. The dividend will be paid on or before July 18, 2025, to stockholders of record of the Company’s common stock as of the close of business on June 26, 2025.
お知らせ • Apr 10Invitation Homes Inc. to Report Q1, 2025 Results on Apr 30, 2025Invitation Homes Inc. announced that they will report Q1, 2025 results After-Market on Apr 30, 2025
お知らせ • Apr 04Invitation Homes Inc., Annual General Meeting, May 15, 2025Invitation Homes Inc., Annual General Meeting, May 15, 2025.
Declared Dividend • Mar 17Fourth quarter dividend of US$0.29 announcedShareholders will receive a dividend of US$0.29. Ex-date: 27th March 2025 Payment date: 17th April 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.1%.
お知らせ • Mar 14Invitation Homes Announces Quarterly Cash Dividend, Payable on or Before April 17, 2025Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.29 per share payable on shares of its common stock. The dividend will be paid on or before April 17, 2025, to stockholders of record of the Company’s common stock as of the close of business on March 27, 2025.
お知らせ • Feb 27Invitation Homes Inc. Provides Earnings Guidance for the Year 2025Invitation Homes Inc. provided earnings guidance for the year 2025. For the year, the company expects Same Store Core Revenues growth in the range of 1.75% to 3.25%.
お知らせ • Feb 26Invitation Homes Inc. Announces Management ChangesInvitation Homes Inc. announced the promotion of Timothy J. Lobner to Executive Vice President and Chief Operating Officer, effective March 2, 2025. Charles D. Young will continue in the role of President. Mr. Lobner has served as Executive Vice President and Head of Field Operations for Invitation Homes since December 2023, overseeing the Company’s property management operations. Prior to that, he was Executive Vice President, Operations Support, since January 2014. Mr. Lobner joined Invitation Homes in October 2012. From 2006 to 2012, he worked at Trammell Crow Company, the commercial real estate development subsidiary of CBRE, where he focused on industrial, office, and retail opportunities. Before beginning his real estate career, Mr. Lobner served as a nuclear submarine officer in the United States Navy from 1999 to 2005. He holds a Bachelor of Science in Mechanical Engineering from the United States Naval Academy and a Master of Business Administration from the University of Chicago Booth School of Business.
お知らせ • Dec 13Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before January 17, 2025Invitation Homes Inc. announced that its board of directors has declared a regular quarterly cash dividend of $0.29 per share payable on shares of its common stock, representing a 3.6% increase over the prior quarterly dividend of $0.28 per share. The dividend will be paid on or before January 17, 2025, to stockholders of record of the Company’s common stock as of the close of business on December 26, 2024.
お知らせ • Oct 03Invitation Homes Inc. to Report Q3, 2024 Results on Oct 30, 2024Invitation Homes Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
お知らせ • Sep 28Invitation Homes Appoints H. Wyman Howard to Its Board of Directors, Effective October 1, 2024Invitation Homes Inc. announced that retired Navy Rear Admiral H. Wyman Howard will join its board of directors October 1, 2024. Howard retired from the U.S. Navy in September 2022 after more than 32 years of service for the SEAL teams and Joint Special Operations. He has had multiple tours in command of Special Operations Joint Task Forces and was among the first to deploy into Afghanistan following the terrorist attacks on September. 11, 2001. Howard also serves on the board of Bridger Aerospace Group Holdings Inc., an aerial firefighting and aerospace services company. A decision like this was likely in the works well before the FTC settlement was announced but the move could shore up confidence in the Dallas company, which owns and manages more than 80,000 homes across the country. The share price of Invitation Homes has fallen about 3% this week although it is up more than 2% since the start of the year.
お知らせ • Sep 13Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before October 18, 2024Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.28 per share payable on shares of its common stock. The dividend will be paid on or before October 18, 2024, to stockholders of record of the Company’s common stock as of the close of business on September 26, 2024.
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$0.12 (vs US$0.23 in 2Q 2023)Second quarter 2024 results: EPS: US$0.12 (down from US$0.23 in 2Q 2023). Revenue: US$653.5m (up 9.2% from 2Q 2023). Net income: US$73.0m (down 47% from 2Q 2023). Profit margin: 11% (down from 23% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Global Residential REITs industry.
お知らせ • Jul 23Invitation Homes Inc. Announces Settlement of California Qui Tam DisputeInvitation Homes Inc. announced that it has reached an agreement to settle the legal dispute entitled City of San Diego et al v. Invitation Homes Inc. The complaint in the dispute, also known as a qui tam action filed under the California False Claims Act, alleged that the Company’s contractors failed to pull building permits on certain home improvements. The Company has maintained that the complaint was without merit since it was filed. However, the Company believes reaching this settlement is in the best interest of all its stakeholders and allows the Company to better focus on its core business operations. Upon final approval of the settlement agreement by the U.S. District Court in the Southern District of California, the Company will pay a total amount of $19,992,900 to completely resolve the dispute, thereby fully releasing the Company without any admission of liability.
お知らせ • Jul 04Invitation Homes Inc. to Report Q2, 2024 Results on Jul 24, 2024Invitation Homes Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 24, 2024
お知らせ • Jun 15Invitation Homes Inc. Announces Quarterly Cash Dividend, Payable on or Before July 19, 2024Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.28 per share payable on shares of its common stock. The dividend will be paid on or before July 19, 2024, to stockholders of record of the Company’s common stock as of the close of business on June 27, 2024.
お知らせ • Jun 06Invitation Homes Inc. Announces Update to Its New Product PipelineInvitation Homes Inc. announced an update to its new product pipeline, which represents a strategic collaboration between the Company and its national and regional homebuilder partners to bring new supply of housing to many communities across the United States. During the second quarter to date, the Company and several of its homebuilder partners went under contract to construct over 1,000 newly built homes at a total investment of approximately $274 million. These homes will be located in three of the Company's core markets of Dallas, Houston, and the Carolinas, with deliveries expected to begin later this month.
お知らせ • May 03Invitation Homes Inc. Provides Earnings Guidance for the Full Year of 2024Invitation Homes Inc. provided earnings guidance for the full year of 2024. For the year, the company expects same store core revenues growth to be between 4.5% to 5.5% and Same store NOI growth to be between 3.5% to 5.5%.
お知らせ • Apr 11Invitation Homes Inc. to Report Q1, 2024 Results on Apr 30, 2024Invitation Homes Inc. announced that they will report Q1, 2024 results After-Market on Apr 30, 2024
お知らせ • Apr 04Invitation Homes Inc., Annual General Meeting, May 15, 2024Invitation Homes Inc., Annual General Meeting, May 15, 2024, at 08:30 Eastern Standard Time. Agenda: To elect the director nominees listed in this Proxy Statement; to ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024; and to approve, in a non-binding advisory vote, the compensation paid to our named executive officers.
お知らせ • Mar 15Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before April 19, 2024Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.28 per share payable on shares of its common stock. The dividend will be paid on or before April 19, 2024, to stockholders of record of the Company’s common stock as of the close of business on March 28, 2024.
お知らせ • Feb 14Invitation Homes Inc. Provides Earnings Guidance for the Full Year of 2024Invitation Homes Inc. provided earnings guidance for the full year of 2024. For the year, the company expects same store core revenues growth to be between 4.5% to 5.5%, Same Store Core Operating Expenses growth 5.5% to 7.0% and Same store NOI growth to be between 3.5% to 5.5%.
お知らせ • Jan 25Invitation Homes Inc. to Report Q4, 2023 Results on Feb 13, 2024Invitation Homes Inc. announced that they will report Q4, 2023 results on Feb 13, 2024
お知らせ • Dec 08Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before January 19, 2024Invitation Homes Inc. announced that its board of directors has declared a regular quarterly cash dividend of $0.28 per share payable on shares of its common stock, representing a 7.7% increase over the prior quarterly dividend of $0.26 per share. The dividend will be paid on or before January 19, 2024, to stockholders of record of the Company’s common stock as of the close of business on December 27, 2023.
お知らせ • Nov 01Invitation Homes Inc. Announces Executive ChangesInvitation Homes Inc. announced it is making several leadership changes to address continued growth and prepare for future expansion. The following changes will be in effect by the end of the year after a brief transition period. Creation of BTR Team: Alicia MacPhee, Senior Vice President (SVP), Field Division, will move into the newly created role of SVP, BTR Asset Management. MacPhee’s tenure in all forms of real estate, including 18 years with Pulte Homes, will provide an excellent foundation for her to oversee and capture additional value in all aspects of the company’s BTR growth and operations. She will report to Scott Eisen, Executive Vice President (EVP) and Chief Investment Officer. New Field Division Structure: The company will expand from its current two field divisions to three field divisions. With this change comes several organizational adjustments: Tim Lobner, EVP, Operations Support, will become EVP and Head of Field Operations. In this role, he will take responsibility for all three field divisions and will retain oversight of Rehabs, Turns & Maintenance (RTM). Lobner’s extensive experience in operations provides an excellent background for him to continue to enhance the company’s operational abilities, customer service, and team development. Lobner will continue to report to Young. Tracy Valenzuela will remain SVP, Field Division, for the West. She will report to Lobner. The company will begin a search for the two open field division leadership positions. Aaron Stone, SVP, Rehabs, Turns & Maintenance, will remain National RTM Lead and will expand responsibility to include Procurement. He will continue to report to Lobner. Enhancing the Resident Experience: The company is making adjustments in its organization to continue its focus on providing an exceptional resident experience. Phil Yi, SVP, Marketing, will become SVP, Head of Marketing and Resident Experience. He will continue to lead the company’s Marketing efforts and will add responsibility for value-add services as part of the full resident experience. Yi also will take on additional responsibility as the Head of Resident Experience with a focus on enhancing the customer care experience. He will continue to report to Young. Paul Mauk, SVP, Portfolio Development, will continue to lead the company’s value-add services and will now report to Yi. This change will provide a clearer line of sight between the development of value-add services and the resident experience. Enterprise-wide Data Analytics and Revenue Management: Garret Van Parys, currently Vice President, Analytics & Operations Planning, will become SVP, Enterprise Analytics and Revenue Management. Van Parys has revolutionized the way the company’s Operations team uses analytics to drive improvements in the business, and in this new role he will expand that approach enterprise-wide in order to enhance financial performance and competitive positioning. He will continue to report to Young.
お知らせ • Oct 27Invitation Homes Inc. Revises Earnings Guidance for Full Year 2023Invitation Homes Inc. revised earnings guidance for Full year 2023. For the period, the company expects Same Store Core Revenues growth to be 6.25% to 6.75% as compared to previous 5.75% to 6.75%. Same Store NOI growth to be 4.5% to 5.0% as compared to previous 4.5% to 5.5%.
お知らせ • Oct 21Invitation Homes Inc. Declares Quarterly Cash Dividend, Payable on or Before November 22, 2023Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.26 per share payable on shares of its common stock. The dividend will be paid on or before November 22, 2023, to stockholders of record of the Company’s common stock as of the close of business on November 7, 2023.
お知らせ • Oct 05Invitation Homes Inc. to Report Q3, 2023 Results on Oct 25, 2023Invitation Homes Inc. announced that they will report Q3, 2023 results After-Market on Oct 25, 2023
お知らせ • Jul 23Invitation Homes Inc. Declares Quarterly Cash Dividend on Shares of Its Common Stock, Payable on or Before August 25, 2023Invitation Homes Inc. announced that it has declared a quarterly cash dividend of $0.26 per share payable on shares of its common stock. The dividend will be paid on or before August 25, 2023, to stockholders of record of the Company’s common stock as of the close of business on August 8, 2023.
お知らせ • Jul 06Invitation Homes Inc. to Report Q2, 2023 Results on Jul 26, 2023Invitation Homes Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 26, 2023
お知らせ • Jun 06Scott G. Eisen to Join Invitation Homes Inc. as Executive Vice President and Chief Investment Officer in August 2023Invitation Homes Inc. announced that Scott G. Eisen will join the Company as Executive Vice President and Chief Investment Officer in August 2023. Eisen brings more than 26 years of experience in real estate investment banking, mergers and acquisitions, corporate finance, and business development. In his new role, he will formulate portfolio and capital strategies, assess market opportunities and portfolio construction, and lead execution with an in-house team of asset investment and management professionals. He also will lead the Company’s Investment Committee and serve as a member of the Executive Committee. Eisen succeeds John Gibson, who retired earlier this year. Invitation Homes retained Ferguson Partners to seek candidates to fill the role. Eisen is concluding his current role as Head of North American Real Estate Investment Banking for Citigroup. He is a member of the ICSC Board of Trustees, the Nareit Board of Governors, and the Urban Land Institute. Eisen holds a bachelor’s degree from Princeton University’s School of Public and International Affairs and a master’s degree in business administration from the University of Pennsylvania’s Wharton School of Business.
お知らせ • May 20Invitation Homes Inc. Approves Board ElectionsInvitation Homes Inc. at its AGM held on May 17, 2023 approved election of Frances Aldrich Sevilla-Sacasa and Keith D. Taylor as directors.
Reported Earnings • May 06First quarter 2023 earnings released: FFO per share: US$0.4 (vs US$0.39 in 1Q 2022)First quarter 2023 results: FFO per share: US$0.4 (up from US$0.39 in 1Q 2022). Revenue: US$585.7m (up 11% from 1Q 2022). Funds from operations (FFO): US$255.3m (up 11% from 1Q 2022). FFO margin: 44% (in line with 1Q 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Global Residential REITs industry.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Mex$567, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 12x in the REITs industry in Mexico. Total returns to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$478 per share.
お知らせ • Feb 16Invitation Homes Inc. Provides Earnings Guidance for the Fiscal Year 2023Invitation Homes Inc. provided earnings guidance for the fiscal year 2023. For the year, the company expects Same Store Core Revenues growth to be between 5.25% to 6.25%. Embedded within the assumptions for this guidance is slightly lower expected average occupancy versus 2022 due to anticipated higher turnover, as well as elevated bad debt of 25 to 75 basis points higher than 2022. Same Store NOI growth to be between 4.0% to 5.5%.
お知らせ • Jan 31+ 1 more updateInvitation Homes Inc. Announces Executive ChangesInvitation Homes Inc. announced Ernie Freedman will step down as Executive Vice President and Treasurer as of June 1, 2023, and concurrently announced the planned succession appointment of Jonathan Olsen, current Executive Vice President, Corporate Strategy & Finance, as the Company’s new Executive Vice President and Treasurer. To provide for a smooth transition, Freedman will enter into a consulting arrangement with the Company to provide advisory services through March 31, 2024. Olsen has served in his current role since February 2020. He joined Invitation Homes in 2012 and previously served as Senior Vice President, Finance and Head of Capital Markets from June 2016 to February 2020, as Managing Director and Head of Capital Markets from April 2013 to June 2016, and as Managing Director and Co-Head of Asset Management from June 2012 to April 2013. From 2003 to 2012, Olsen worked in the real estate investment banking groups at Banc of America Securities, Goldman Sachs, and Jefferies & Company, and from 1996 to 2001 he worked in the mergers and acquisitions groups at UBS Securities, SG Cowen Securities, and PepsiCo Inc.
お知らせ • Jan 27Invitation Homes Inc. to Report Q4, 2022 Results on Feb 15, 2023Invitation Homes Inc. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 25% share price gain to Mex$719, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 9x in the REITs industry in Mexico. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$832 per share.
Upcoming Dividend • Aug 01Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 08 August 2022. Payment date: 26 August 2022. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (5.2%).
Reported Earnings • Jul 28Second quarter 2022 earnings released: FFO: US$554.6m per share (vs US$0.33 in 2Q 2021)Second quarter 2022 results: FFO: US$554.6m per share (up from US$0.33 in 2Q 2021). Revenue: US$554.6m (up 13% from 2Q 2021). Funds from operations (FFO): US$241.4m (up 29% from 2Q 2021). FFO margin: 44% (up from 38% in 2Q 2021). Over the next year, revenue is forecast to grow 9.8%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
