Tearsheet

Invitation Homes (INVH)


Market Price (12/28/2025): $27.45 | Market Cap: $16.8 Bil
Sector: Real Estate | Industry: Single-Family Residential REITs

Invitation Homes (INVH)


Market Price (12/28/2025): $27.45
Market Cap: $16.8 Bil
Sector: Real Estate
Industry: Single-Family Residential REITs

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.4%, Dividend Yield is 4.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.3%, FCF Yield is 5.3%
Weak multi-year price returns
2Y Excs Rtn is -59%, 3Y Excs Rtn is -77%
Key risks
INVH key risks include [1] significant reputational damage from numerous tenant complaints regarding maintenance, Show more.
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 34%
  
2 Low stock price volatility
Vol 12M is 21%
  
3 Megatrend and thematic drivers
Megatrends include Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include IoT for Buildings, Real Estate Data Analytics, Show more.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.4%, Dividend Yield is 4.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.3%, FCF Yield is 5.3%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 34%
2 Low stock price volatility
Vol 12M is 21%
3 Megatrend and thematic drivers
Megatrends include Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include IoT for Buildings, Real Estate Data Analytics, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -59%, 3Y Excs Rtn is -77%
5 Key risks
INVH key risks include [1] significant reputational damage from numerous tenant complaints regarding maintenance, Show more.

Valuation, Metrics & Events

INVH Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Here are the key points for why Invitation Homes (INVH) stock moved by -10.4% from approximately August 31, 2025, to December 27, 2025:

<br><br>

<b>1. Deceleration in New Lease and Renewal Rates.</b> Shares of Invitation Homes experienced a decline, partly due to investor disappointment over the deceleration in both new lease and renewal rates in recent months. This indicates a softening in the company's ability to increase rental income from its properties.

<br><br>

<b>2. Increased Build-for-Rent Supply.</b> Softness in rental growth and occupancy was attributed by management to an increase in build-for-rent housing supply in several key markets, particularly Tampa and Phoenix. This expanded supply contributes to increased competition in the single-family rental market.

<br><br>

<b>3. Oversupply in Multifamily Market.</b> Oversupply conditions within the broader Sunbelt multifamily rental market have also potentially impacted Invitation Homes. Renters taking advantage of concessions in the apartment sector may exert additional pressure on single-family rental demand and pricing.

<br><br>

<b>4. FTC Action and Settlement.</b> A proposed settlement with the Federal Trade Commission (FTC), announced in September 2024, required Invitation Homes to pay $48 million to refund consumers and mandated changes in its practices regarding deceptive rental pricing, junk fees, withholding security deposits, and unfair eviction tactics. While the announcement predates the specified period, the financial implications and potential ongoing reputational impact of such a significant regulatory action likely continued to weigh on investor sentiment within the given timeframe.

<br><br>

<b>5. Softening Overall Rental Growth and Occupancy Trends.</b> Invitation Homes experienced a broader trend of softening rental growth and occupancy throughout 2024 compared to 2023. This overarching deceleration in key operational metrics contributed to investor concerns leading into and within the latter part of 2025.

Show more

Stock Movement Drivers

Fundamental Drivers

The -4.9% change in INVH stock from 9/27/2025 to 12/27/2025 was primarily driven by a -4.9% change in the company's P/E Multiple.
927202512272025Change
Stock Price ($)28.8627.45-4.88%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2675.332675.330.00%
Net Income Margin (%)20.37%20.37%0.00%
P/E Multiple32.4630.88-4.88%
Shares Outstanding (Mil)613.05613.050.00%
Cumulative Contribution-4.88%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
INVH-4.9% 
Market (SPY)4.3%6.0%
Sector (XLRE)-3.2%59.1%

Fundamental Drivers

The -14.3% change in INVH stock from 6/28/2025 to 12/27/2025 was primarily driven by a -24.9% change in the company's P/E Multiple.
628202512272025Change
Stock Price ($)32.0427.45-14.33%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2647.382675.331.06%
Net Income Margin (%)18.03%20.37%12.99%
P/E Multiple41.1330.88-24.93%
Shares Outstanding (Mil)612.78613.05-0.04%
Cumulative Contribution-14.33%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
INVH-14.3% 
Market (SPY)12.6%12.9%
Sector (XLRE)-0.7%71.1%

Fundamental Drivers

The -11.1% change in INVH stock from 12/27/2024 to 12/27/2025 was primarily driven by a -28.2% change in the company's P/E Multiple.
1227202412272025Change
Stock Price ($)30.8927.45-11.15%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2584.132675.333.53%
Net Income Margin (%)17.04%20.37%19.55%
P/E Multiple42.9830.88-28.16%
Shares Outstanding (Mil)612.67613.05-0.06%
Cumulative Contribution-11.15%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
INVH-11.1% 
Market (SPY)17.0%35.5%
Sector (XLRE)2.3%74.3%

Fundamental Drivers

The 5.4% change in INVH stock from 12/28/2022 to 12/27/2025 was primarily driven by a 24.2% change in the company's Net Income Margin (%).
1228202212272025Change
Stock Price ($)26.0627.455.35%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2178.512675.3322.81%
Net Income Margin (%)16.40%20.37%24.21%
P/E Multiple44.5530.88-30.69%
Shares Outstanding (Mil)610.85613.05-0.36%
Cumulative Contribution5.35%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
INVH-15.0% 
Market (SPY)48.0%37.7%
Sector (XLRE)6.0%67.2%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
INVH Return1%56%-33%20%-3%-11%9%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
INVH Win Rate58%67%25%58%50%33% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
INVH Max Drawdown-46%-4%-34%-4%-6%-16% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See INVH Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventINVHS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-36.9%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven58.6%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-50.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven102.2%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven374 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-18.9%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven23.3%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven88 days120 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Invitation Homes's stock fell -36.9% during the 2022 Inflation Shock from a high on 12/31/2021. A -36.9% loss requires a 58.6% gain to breakeven.

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About Invitation Homes (INVH)

Invitation Homes is the nation's premier single-family home leasing company, meeting changing lifestyle demands by providing access to high-quality, updated homes with valued features such as close proximity to jobs and access to good schools. The company's mission, "Together with you, we make a house a home," reflects its commitment to providing homes where individuals and families can thrive and high-touch service that continuously enhances residents' living experiences.

AI Analysis | Feedback

Here are 1-3 brief analogies for Invitation Homes (INVH):

  • Marriott for houses
  • Enterprise Rent-A-Car for houses

AI Analysis | Feedback

  • Rental of Single-Family Homes: Offering single-family detached and attached homes for lease to residents across various U.S. markets.
  • Property Management: Providing comprehensive management, maintenance, and repair services for its portfolio of rental homes.
  • Resident Services: Delivering support services to tenants, including online payment portals, communication channels, and customer care.

AI Analysis | Feedback

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Invitation Homes (INVH) Major Customers

Invitation Homes (INVH) is a real estate investment trust (REIT) focused on owning and operating single-family rental homes across the United States. As such, the company sells primarily to individuals rather than other businesses.

Categories of Individual Customers Served:

  • Families: This category includes families with children who often seek the space, private yards, and access to desirable school districts that single-family homes provide, without the burdens of homeownership.
  • Young Professionals/Couples: Individuals or couples who desire more space, privacy, and amenities than typical apartments offer, often in suburban locations, but who prefer the flexibility of renting over buying a home.
  • Relocating Individuals or Transitional Housing: Customers who are moving for work, undergoing a temporary assignment, or are in a transitional phase (e.g., selling a previous home, building a new one) and require flexible, move-in ready housing solutions.
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AI Analysis | Feedback

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Dallas B. Tanner, President, Chief Executive Officer and Director

Dallas B. Tanner is a co-founder of Invitation Homes and has served as President and Chief Executive Officer since January 2019, playing a pivotal role in establishing the single-family rental industry. He initially served as Executive Vice President and Chief Investment Officer from the company's founding in April 2012 until January 2019. Prior to Invitation Homes' initial public offering in February 2017, he served on the boards of its predecessor entities. In 2005, Mr. Tanner founded Treehouse Group, which privately sourced funds for various real estate platform investments including single-family homes, multifamily properties, and property management. He was also a partner in a successful acquisition of First Scottsdale Bank of Arizona. He currently serves on the board of Roots Management, a manufactured housing platform.

Jonathan S. Olsen, Executive Vice President, Chief Financial Officer

Jonathan S. Olsen has served as Chief Financial Officer of Invitation Homes since June 2023. He joined Invitation Homes in 2012, holding various positions including Executive Vice President, Corporate Strategy and Finance, and Head of Capital Markets. From 2003 to 2012, Mr. Olsen worked in real estate investment banking groups at Banc of America Securities, Goldman Sachs, and Jefferies & Company. Earlier in his career, from 1996 to 2001, he worked in mergers and acquisitions groups at UBS Securities, SG Cowen Securities, and PepsiCo, Inc.

Charles D. Young, President, Chief Operating Officer

Charles D. Young has been President and Chief Operating Officer of Invitation Homes, having served as Executive Vice President and Chief Operating Officer since November 2017. Before joining Invitation Homes, he was the Chief Operating Officer of Starwood Waypoint Homes, which merged with Invitation Homes in 2017. Prior to that, Mr. Young served as Executive Vice President at Mesa Development, a national real estate developer, from 2003 to 2012, and worked in the Real Estate Principal Investment Area and Investment Banking Division (M&A) at Goldman, Sachs & Co. He cofounded and was a managing director of The Kaleidoscope Group, L.L.C., a strategic diversity and management consulting firm, and also managed K.G. Holdings, LLC, a real estate holding and management firm. Mr. Young also had a career as a professional football player in the National Football League and the World Football League.

Scott G. Eisen, Executive Vice President, Chief Investment Officer

Scott G. Eisen has served as Executive Vice President and Chief Investment Officer of Invitation Homes since August 2023. He brings over 26 years of experience in real estate investment banking, mergers and acquisitions, corporate finance, and business development. Before joining Invitation Homes, Mr. Eisen was Head of North American Real Estate Investment Banking for Citigroup starting in 2016, and prior to that, he was Director of Real Estate Banking at Merrill Lynch & Co.

Kimberly K. Norrell, Executive Vice President, Chief Accounting Officer

Kimberly K. Norrell has been Executive Vice President and Chief Accounting Officer (CAO) of Invitation Homes since February 2020. She joined the company in January 2015 and previously served as Senior Vice President and CAO since 2016. From 2010 to 2014, Ms. Norrell provided accounting and project management consulting services to various real estate owners and operators.

AI Analysis | Feedback

The key risks to Invitation Homes' (INVH) business model are primarily associated with rising operational costs, market competition, macroeconomic headwinds, and regulatory and reputational challenges.

  1. Rising Operational Costs

    Invitation Homes faces significant challenges from escalating operational costs, including increased property taxes, maintenance expenses, and insurance costs. These rising expenses directly impact the company's profitability and net operating income (NOI). For instance, in Q3 2025, Same-Store Core Operating Expenses increased by 4.9% year-over-year, driven by these factors, and property operating and maintenance costs were up 6.9% year-over-year. This cost inflation has led to a decrease in the Same Store Core Net Operating Income (NOI) Margin.

  2. Market Competition and Macroeconomic Headwinds

    The company is susceptible to intensified competition within the single-family rental market and broader macroeconomic pressures. Elevated housing supply in certain markets has led to negative new lease growth, recorded at (0.6)% in Q3 2025, indicating softening pricing power for new rentals. Additionally, high interest rates and ongoing concerns about housing affordability can dampen future rental demand. Economic downturns pose a threat by potentially reducing demand for rental properties and increasing vacancy rates.

  3. Regulatory and Reputational Risks

    Invitation Homes operates in a highly regulated environment, with various local and federal regulations impacting its operations and compliance costs. The company also faces significant reputational risks due to numerous tenant complaints regarding maintenance issues, undisclosed fees, and aggressive eviction practices. In September 2024, the Federal Trade Commission (FTC) issued a consumer alert, accusing Invitation Homes of misleading renters and requiring the company to refund an estimated $48 million to affected tenants. Such regulatory scrutiny and negative public perception can lead to legal settlements, early lease terminations, and increased operational challenges.

AI Analysis | Feedback

An emerging threat to Invitation Homes (INVH) is the increasing regulatory and political scrutiny targeting large institutional ownership of single-family homes.

This threat is characterized by:

  • Legislative Proposals: A growing number of proposals at federal, state, and local levels aim to restrict institutional investors' ability to acquire single-family homes. These include "first-look" programs giving owner-occupants priority, limitations on the number of homes institutional investors can own, or increased taxation on such properties.

  • Public Backlash: There is rising public and political concern that large corporate landlords are exacerbating housing affordability issues, reducing opportunities for first-time homebuyers, and impacting community character.

  • Operational Impact: Should such regulations be enacted or expanded, they could directly impede INVH's acquisition strategy, which is critical for its growth. Furthermore, increased scrutiny could lead to more stringent tenant protection laws, rent control measures, or higher operational costs related to compliance and property management, directly impacting profitability and business model viability.

AI Analysis | Feedback

The addressable market for Invitation Homes' main products and services, which primarily involve the leasing and management of single-family homes, is the U.S. single-family rental market. The market size for single-family rentals in the U.S. can be characterized as follows:
  • Approximately 14.2 to 14.3 million U.S. households live in single-family rental homes.
  • The overall valuation of the U.S. single-family rental market is estimated to be over $4 trillion.

AI Analysis | Feedback

Expected Drivers of Future Revenue Growth for Invitation Homes (INVH)

Invitation Homes (INVH) is positioned for future revenue growth over the next 2-3 years, primarily driven by a combination of rental rate increases, high occupancy, strategic property acquisitions, and operational efficiencies. These drivers are supported by strong demand fundamentals in the single-family rental market.

Here are 3-5 expected drivers of future revenue growth:

  • Renewal Rent Growth: Invitation Homes has consistently demonstrated strong renewal rent growth, with a notable same-store renewal rate growth of 4.5% in the third quarter of 2025. This ability to retain tenants at increased rental rates is a significant contributor to revenue stability and growth. The company's focus on resident satisfaction and longer stays helps reduce turnover costs and supports long-term asset performance, further bolstering renewal growth.
  • High Occupancy Rates: The company has maintained solid average occupancy rates, reaching 96.5% in Q3 2025. High occupancy underscores the strong demand for Invitation Homes' properties and its effective property management strategies, ensuring consistent rental income.
  • Strategic Acquisitions and Market Expansion: Invitation Homes continues to expand its portfolio through strategic acquisitions, having acquired 749 homes totaling approximately $260 million in Q3 2025. The company's concentrated investments and expansion in high-growth Sun Belt and suburban markets align with population migration trends, creating opportunities for above-average rental rate increases and boosted property appreciation.
  • Operational Excellence and Efficiency: Management emphasizes its commitment to resident experience and operational excellence as key drivers for long-term growth. Improvements in operational efficiency and productivity are reflected in metrics such as the increased revenue per employee. While new lease rent growth might face some near-term pressure from increased supply in certain markets, Invitation Homes' overall operational strategies aim to sustain its growth trajectory through disciplined capital allocation and efficiency.

AI Analysis | Feedback

Share Repurchases

  • Invitation Homes' Board of Directors authorized a share repurchase program of up to $500 million in late October 2025. This program is part of the company's disciplined capital allocation plan to enhance shareholder value.

Share Issuance

  • On August 15, 2025, Invitation Homes closed a public offering of $600 million aggregate principal amount of 4.950% Senior Notes due 2033. This was highlighted as a successful capital markets activity.

Outbound Investments

  • In the third quarter of 2025, Invitation Homes and its joint ventures acquired 749 homes for approximately $260 million.
  • During the same period, the company disposed of 316 homes for approximately $122 million.
  • Invitation Homes acquired 577 wholly-owned homes for approximately $194 million in Q1 2025, with nearly all being newly built.
  • The company's wholly-owned acquisitions guidance for 2025 has been increased to $800 million.

Capital Expenditures

  • Property, leasehold improvements, and equipment purchases, categorized as controlled capital expenditures, were $58.1 million in Q1 2025.
  • Recurring Capital Expenditures (Recurring CapEx) represent general replacements and expenditures required to preserve and maintain the value and functionality of a home and systems as a single-family rental.
  • Analysts project Invitation Homes' capital expenditures to be $1,247 million in 2025, $1,376 million in 2026, and $1,494 million in 2027.

Better Bets than Invitation Homes (INVH)

Trade Ideas

Select ideas related to INVH. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
MPW_10312025_Short_Squeeze10312025MPWMedical Properties TrustSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.
-0.1%-0.1%-5.8%

Recent Active Movers

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Peer Comparisons for Invitation Homes

Peers to compare with:

Financials

INVHHPQHPEIBMCSCOAAPLMedian
NameInvitati.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price27.4523.2624.49305.0978.16273.4052.80
Mkt Cap16.821.932.6284.9309.24,074.4158.8
Rev LTM2,67555,29534,29665,40257,696408,62556,496
Op Inc LTM7473,6241,64411,54412,991130,2147,584
FCF LTM8982,80062711,85412,73396,1847,327
FCF 3Y Avg8922,9781,40011,75313,879100,5037,366
CFO LTM1,1293,6972,91913,48313,744108,5658,590
CFO 3Y Avg1,1143,6723,89613,49814,736111,5598,697

Growth & Margins

INVHHPQHPEIBMCSCOAAPLMedian
NameInvitati.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM5.3%3.2%13.8%4.5%8.9%6.0%5.6%
Rev Chg 3Y Avg8.1%-3.9%6.5%2.6%3.7%1.8%3.2%
Rev Chg Q4.3%4.2%14.4%9.1%7.5%9.6%8.3%
QoQ Delta Rev Chg LTM1.1%1.1%3.7%2.1%1.8%2.1%2.0%
Op Mgn LTM27.9%6.6%4.8%17.7%22.5%31.9%20.1%
Op Mgn 3Y Avg28.5%7.4%7.2%16.4%24.2%30.8%20.3%
QoQ Delta Op Mgn LTM-0.2%-0.2%-1.4%0.6%0.4%0.1%-0.0%
CFO/Rev LTM42.2%6.7%8.5%20.6%23.8%26.6%22.2%
CFO/Rev 3Y Avg44.3%6.8%12.7%21.4%26.1%28.4%23.8%
FCF/Rev LTM33.6%5.1%1.8%18.1%22.1%23.5%20.1%
FCF/Rev 3Y Avg35.5%5.5%4.6%18.6%24.6%25.6%21.6%

Valuation

INVHHPQHPEIBMCSCOAAPLMedian
NameInvitati.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap16.821.932.6284.9309.24,074.4158.8
P/S6.30.41.04.45.410.04.9
P/EBIT18.66.819.925.122.531.321.2
P/E30.98.6572.736.029.941.033.5
P/CFO14.95.911.221.122.537.518.0
Total Yield7.4%14.1%2.3%5.0%5.4%2.8%5.2%
Dividend Yield4.2%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg4.6%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.50.50.70.20.10.00.4
Net D/E0.50.30.60.20.00.00.3

Returns

INVHHPQHPEIBMCSCOAAPLMedian
NameInvitati.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn-0.6%-1.8%14.4%0.6%2.7%-1.5%-0.0%
3M Rtn-4.9%-11.9%2.7%7.9%17.0%7.1%4.9%
6M Rtn-14.3%-4.0%34.5%6.6%15.2%36.3%10.9%
12M Rtn-11.1%-27.0%16.2%40.5%34.5%7.5%11.8%
3Y Rtn5.4%-1.9%71.1%143.1%81.3%120.2%76.2%
1M Excs Rtn-3.4%-5.6%12.9%-2.2%-0.0%-3.7%-2.8%
3M Excs Rtn-9.2%-16.2%-1.7%3.6%12.7%2.8%0.6%
6M Excs Rtn-26.6%-16.3%22.3%-5.7%3.0%24.0%-1.3%
12M Excs Rtn-26.7%-42.9%-0.7%25.0%19.9%-8.4%-4.6%
3Y Excs Rtn-77.5%-83.5%-11.2%59.6%-1.2%28.4%-6.2%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Investment in and management of single-family residential properties for lease2,432    
Management fee revenues 11   
Rental revenues and other property income 2,227   
Single Segment  1,9971,8231,765
Total2,4322,2381,9971,8231,765


Price Behavior

Price Behavior
Market Price$27.45 
Market Cap ($ Bil)16.8 
First Trading Date02/01/2017 
Distance from 52W High-20.3% 
   50 Days200 Days
DMA Price$27.54$30.33
DMA Trenddowndown
Distance from DMA-0.3%-9.5%
 3M1YR
Volatility19.3%20.7%
Downside Capture12.4036.42
Upside Capture-14.1818.93
Correlation (SPY)6.6%35.6%
INVH Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.290.060.210.260.400.65
Up Beta-0.440.620.620.570.540.69
Down Beta0.260.15-0.02-0.030.320.54
Up Capture33%-29%-11%-1%13%28%
Bmk +ve Days12253873141426
Stock +ve Days9202954112364
Down Capture58%1%50%65%53%92%
Bmk -ve Days7162452107323
Stock -ve Days10213269133379

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of INVH With Other Asset Classes (Last 1Y)
 INVHSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-10.5%2.7%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility20.6%16.8%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio-0.64-0.010.722.700.340.09-0.08
Correlation With Other Assets 74.4%35.9%8.3%12.8%74.4%4.3%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of INVH With Other Asset Classes (Last 5Y)
 INVHSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return1.8%5.3%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility23.0%19.1%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.050.190.700.970.500.160.57
Correlation With Other Assets 76.5%52.2%15.4%10.5%76.9%18.5%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of INVH With Other Asset Classes (Last 10Y)
 INVHSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return6.3%6.3%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility25.6%20.6%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.260.270.710.860.320.220.90
Correlation With Other Assets 78.6%59.0%13.9%18.9%79.8%14.0%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity11,512,512
Short Interest: % Change Since 113020254.0%
Average Daily Volume5,530,489
Days-to-Cover Short Interest2.08
Basic Shares Quantity613,048,193
Short % of Basic Shares1.9%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/29/20253.4%3.3%1.2%
7/30/2025-2.3%-3.6%-1.4%
2/26/20255.5%7.9%9.1%
10/30/2024-5.5%0.4%3.1%
7/24/2024-7.7%-1.9%-0.1%
4/30/2024-0.4%2.3%-0.5%
2/13/20240.2%2.9%8.1%
10/25/2023-4.2%-1.9%10.9%
...
SUMMARY STATS   
# Positive111212
# Negative121111
Median Positive1.7%2.7%4.8%
Median Negative-2.3%-3.5%-2.5%
Max Positive6.8%7.9%25.1%
Max Negative-7.7%-9.5%-40.8%

SEC Filings

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Report DateFiling DateFiling
93020251030202510-Q 9/30/2025
6302025731202510-Q 6/30/2025
3312025501202510-Q 3/31/2025
12312024227202510-K 12/31/2024
93020241031202410-Q 9/30/2024
6302024725202410-Q 6/30/2024
3312024501202410-Q 3/31/2024
12312023221202410-K 12/31/2023
93020231026202310-Q 9/30/2023
6302023727202310-Q 6/30/2023
3312023502202310-Q 3/31/2023
12312022222202310-K 12/31/2022
93020221027202210-Q 9/30/2022
6302022728202210-Q 6/30/2022
3312022428202210-Q 3/31/2022
12312021222202210-K 12/31/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Tanner Dallas BChief Executive Officer6162025Sell33.41148,7494,970,00221,483,014Form