View ValuationInvitation Homes 향후 성장Future 기준 점검 0/6Invitation Homes (는) 각각 연간 5.2% 및 4.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.1% 로 예상됩니다.핵심 정보5.2%이익 성장률5.08%EPS 성장률Residential REITs 이익 성장0%매출 성장률4.4%향후 자기자본이익률6.12%애널리스트 커버리지Good마지막 업데이트05 Jun 2025최근 향후 성장 업데이트공고 • 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%.공고 • 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%.공고 • 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%.공고 • 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%.공고 • 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%.공고 • 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%.모든 업데이트 보기Recent updates공고 • 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, 2026공고 • 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.공고 • 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%.공고 • 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.공고 • 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, 2026공고 • Mar 27Invitation Homes Inc., Annual General Meeting, May 07, 2026Invitation Homes Inc., Annual General Meeting, May 07, 2026.공고 • 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.공고 • 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%.공고 • 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, 2026공고 • 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.공고 • 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.공고 • 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.공고 • 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%.공고 • 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, 2025공고 • 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.공고 • 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%.공고 • 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, 2025공고 • Jun 30Invitation Homes Inc.(NYSE:INVH) dropped from Russell 1000 Dynamic IndexInvitation Homes Inc.(NYSE:INVH) dropped from Russell 1000 Dynamic Index공고 • 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.공고 • 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, 2025공고 • 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%.공고 • 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.공고 • 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%.공고 • 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.공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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.공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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.공고 • 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%.공고 • 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, 2024공고 • 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.공고 • 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.공고 • 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%.공고 • 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, 2024공고 • 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.공고 • 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.공고 • 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%.공고 • 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.공고 • 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, 2023공고 • 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.공고 • 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, 2023공고 • 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.공고 • 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.공고 • 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%.공고 • 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.공고 • 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.이익 및 매출 성장 예측BMV:INVH * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20272,9495571,0661,379612/31/20262,8244919741,2721412/31/20252,7134808901,176143/31/20252,6194771,1171,117N/A12/31/20242,5904531,0821,082N/A9/30/20242,5554401,0371,037N/A6/30/20242,5194761,1441,144N/A3/31/20242,4705411,0551,055N/A12/31/20232,4145191,1071,107N/A9/30/20232,3734901,1391,139N/A6/30/20232,3284371,0701,070N/A3/31/20232,2844101,1061,106N/A12/31/20222,2293831,0241,024N/A9/30/20222,1713571,0291,029N/A6/30/20222,112347990990N/A3/31/20222,049296902902N/A12/31/20211,995261908908N/A9/30/20211,941257853853N/A6/30/20211,891221771771N/A3/31/20211,849203760760N/A12/31/20201,823196697697N/A9/30/20201,803177697697N/A6/30/20201,787178683683N/A3/31/20201,779174647647N/A12/31/20191,765145662662N/A9/30/20191,753118639639N/A6/30/20191,74485626626N/A3/31/20191,73532624624N/A12/31/20181,723-6N/A561N/A9/30/20181,620-77N/A506N/A6/30/20181,430-101N/A403N/A3/31/20181,239-81N/A317N/A12/31/20171,054-89N/A263N/A9/30/2017959-69N/A273N/A6/30/2017949-69N/A264N/A3/31/2017937-94N/A249N/A12/31/2016923-78N/A256N/A9/30/2016905-90N/A249N/A6/30/2016885-100N/A240N/A3/31/2016858-125N/A218N/A12/31/2015836-160N/A197N/A12/31/2014659-270N/A48N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: INVH * 의 연간 예상 수익 증가율(5.2%)이 saving rate(8.4%) 미만입니다.수익 vs 시장: INVH * 의 연간 수익(5.2%)이 MX 시장(8.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: INVH * 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: INVH * 의 수익(연간 4.4%)이 MX 시장(연간 5.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: INVH * 의 수익(연간 4.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: INVH *의 자본 수익률은 3년 후 6.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/06/11 11:02종가2025/03/14 00:00수익2025/03/31연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Invitation Homes Inc.는 40명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew BabinBairdAnthony PowellBarclaysRichard HightowerBarclays37명의 분석가 더 보기
공고 • 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%.
공고 • 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%.
공고 • 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%.
공고 • 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%.
공고 • 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%.
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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
공고 • Mar 27Invitation Homes Inc., Annual General Meeting, May 07, 2026Invitation Homes Inc., Annual General Meeting, May 07, 2026.
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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%.
공고 • 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
공고 • Jun 30Invitation Homes Inc.(NYSE:INVH) dropped from Russell 1000 Dynamic IndexInvitation Homes Inc.(NYSE:INVH) dropped from Russell 1000 Dynamic Index
공고 • 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.
공고 • 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
공고 • 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%.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.