American Homes 4 Rent

AMH

Market cap $12.2B

LAS VEGAS, July 10, 2026 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its second quarter 2026 financial and operating results on Thursday, July 30, 2026, after the market closes. The Company will host a conference call on Friday, July 31, 2026, at 12:00 p.m.

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.

You like the idea of rental income, but you hate the idea of a tenant calling you at 2 a.m.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

American Homes 4 Rent offers exposure to the growing single-family rental market across the Sunbelt and Midwest. Essex Property Trust focuses on supply-constrained multifamily apartment communities in high-demand West Coast markets.

American Homes 4 Rent stands out as an internally managed REIT focused on building, owning, and renting single-family homes. AMH maintains high tenant quality, 95% occupancy, and expects 3% rent increases, supporting consistent FFO growth without significant debt or share issuance. Shares trade at 18.76x forward AFFO, below the 10-year average, offering attractive total return potential with a well-covered 4.1% yield and ongoing buybacks.

INVH, AMH and ELS are likely to benefit as slowing apartment construction eases supply pressure and supports future rent growth.

American Homes 4 Rent (AMH) Presents at Nareit REITweek: 2026 Investor Conference Transcript

LAS VEGAS, May 28, 2026 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that members of the Company's management team will participate in a roundtable discussion during Nareit's REITweek 2026 Investor Conference on Wednesday, June 3, 2026 at 11:00 a.m. Eastern Time.