Invitation Homes

INVH

Market cap $17.3B

Invitation Homes Inc. ( INVH ) Analyst/Investor Day November 17, 2025 1:00 PM EST Company Participants Scott McLaughlin - Senior Vice President of Investor Relations & Tax Dallas Tanner - Co-Founder, CEO, President & Director Tim Lobner - Executive VP & COO Virginia Suliman Scott Eisen - Executive VP & Chief Investment Officer Jonathan Olsen - Executive VP, CFO & Treasurer Conference Call Participants Haendel St. Juste - Mizuho Securities USA LLC, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Anthony Paolone - JPMorgan Chase & Co, Research Division Richard Hightower - Barclays Bank PLC, Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Michael Gorman - BTIG, LLC, Research Division Buck Horne - Raymond James & Associates, Inc., Research Division James Feldman - Wells Fargo Securities, LLC, Research Division Eric Wolfe - Citigroup Inc. Exchange Research Jana Galan - BofA Securities, Research Division Jason Sabshon - Keefe, Bruyette, & Woods, Inc., Research Division Adam Kramer - Morgan Stanley, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Sanket Agarwal Conversation Scott McLaughlin Senior Vice President of Investor Relations & Tax Good afternoon, everyone, and welcome to Invitation Homes' 2025 Investor Day. I'm Scott McLaughlin, Head of Investor Relations.

A proposed 50-year mortgage and other government subsidies could improve housing affordability. This could have a major impact on various REIT property sectors. I discuss which REITs would benefit the most.

Dallas Tanner, Invitation Homes CEO, joins 'Money Movers' to discuss the July new home sales beat on estimates and what it means for the housing market.

DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes,” the “Company,” or “our”), the nation's premier single-family home leasing and management company, today announced additional details regarding its upcoming Investor & Analyst Day, which will be held on Monday, November 17, 2025. The event will feature presentations from senior leadership covering the Company's operating environment, near- and long-term growth strategies, innovation and efficiency initiatives, a.

Invitation Homes Inc. ( INVH ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Scott McLaughlin - Senior Vice President of Investor Relations & Tax Dallas Tanner - Co-Founder, CEO, President & Director Tim Lobner - Executive VP & COO Jonathan Olsen - Executive VP, CFO & Treasurer Scott Eisen - Executive VP & Chief Investment Officer Conference Call Participants Jana Galan - BofA Securities, Research Division Eric Wolfe - Citigroup Inc., Research Division Ami Probandt - UBS Investment Bank, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Haendel St. Juste - Mizuho Securities USA LLC, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Brad Heffern - RBC Capital Markets, Research Division James Feldman - Wells Fargo Securities, LLC, Research Division Jesse Lederman - Zelman & Associates LLC Juan Sanabria - BMO Capital Markets Equity Research Adam Kramer - Morgan Stanley, Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Julien Blouin - Goldman Sachs Group, Inc., Research Division Richard Hightower - Barclays Bank PLC, Research Division Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Welcome to the Invitation Homes Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

Invitation Homes posts steady Q3 core FFO of 47 cents per share as higher rents offset lower occupancy, prompting a slight full-year outlook raise.

While the top- and bottom-line numbers for Invitation Home (INVH) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Invitation Home (INVH) came out with quarterly funds from operations (FFO) of $0.47 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.47 per share a year ago.

DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes,” “we,” “our,” and “us”), the nation's premier single-family home leasing and management company, today announced our Third Quarter (“Q3”) 2025 financial and operating results. Q3 2025 Highlights Year over year, total revenues increased 4.2% to $688 million, property operating and maintenance costs increased 6.9% to $259 million, and net income available to common stockholders increased 43.5% to $136 million or $0.22.

In the third quarter, the shares of Welltower, an operator of senior housing, life science, and medical office real estate properties, continued to significantly outperform both the REIT and broader equity indices. Since the beginning of 2025, we have noted that the shares of Wynn Resorts, the pre-eminent luxury global owner and operator of integrated resorts, were, in our opinion, too cheap. The shares of Prologis, a best-in-class industrial REIT, performed well in the most recent quarter following strong business results and indications that business prospects may improve in the year ahead.