American Homes 4 Rent Class A Aktie News

REITs endured a brutal three-plus-year stretch since March 2022, underperforming the S&P 500 by an unprecedented 70 percentage points, far worse than the Global Financial Crisis. Extreme underperformance has left REITs historically cheap despite solid property-level fundamentals, but this valuation discount carries a cost: elevated capital costs, suppressed transaction activity, and limited ext...

U.S. equity markets posted mixed performance after an unusually divided Federal Reserve delivered a third-straight rate cut, but signaled a likely "pause" in the easing cycle. Perhaps the last rate cut under the "Powell Fed," the FOMC voted 9-3 to lower the federal funds rate to 3.75%, with two votes to keep rates unchanged. Markets saw hawkish undertones in the updated Economic Projections and...

I plan to diversify my REIT-heavy portfolio by systematically allocating to four dividend-focused ETFs in 2026. US economic growth remains steady but subdued, while equity valuations are elevated, suggesting muted long-term returns. REITs appear attractively valued with fading headwinds, offering plausible outperformance as fundamentals improve and rate cuts loom.

U.S. equity markets climbed to the cusp of fresh record-highs as another soft slate of employment data and modest PCE inflation data helped solidify the case for another rate cut. ADP provided the most evident signs of cooling labor markets, posting job losses in three of the past six months and a cooldown in wage growth to four-year lows. The PCE report showed corresponding disinflation in dis...

The Dividend Growth Trifecta—quality, yield, and growth—remains my core focus for portfolio construction in an expensive market. Industry leaders like Ares Management Corporation and Blackstone Inc. offer superior risk-adjusted returns; I prefer buying dips in top names over chasing value in lower-quality peers. Schwab U.S. Dividend Equity ETF™ is off my buy list due to sector reconstitution an...

American Homes 4 Rent shares are down 17% YTD despite robust business fundamentals and reaffirmed 2025 guidance. AMH expects 4% same-store NOI growth for 2025, supported by high resident retention and strong rental demand from affordability challenges in homeownership. At $31/share, AMH trades at its lowest valuation multiples since IPO, with a 6.3% implied cap rate and 15.7x FFO (2026e).

U.S. equity markets staged a broad rally in the holiday-shortened week, while benchmark interest rates dipped to the cusp of multi-year lows, as investors leaned into December rate cut expectations. Reports that Kevin Hassett- a close Trump ally- has emerged as the frontrunner to succeed Fed Chair Powell in 2026 further sharpened expectations for a more explicitly dovish policy approach. The "H...

U.S. equity markets dipped in a volatile week, while benchmark interest rates pulled back from one-month highs, as renewed anxiety over stretched AI-driven valuations collided with mounting monetary policy uncertainty. Public commentary from Fed officials revealed an unusually fractured committee, with a divide that was deepened further by a mixed slate of employment data via the long-delayed S...