Invitation Homes, Inc. Aktie News

Single Family Rental REITs and private-equity stocks sold off sharply this week after President Trump floated the idea of banning large institutional investors from purchasing single-family homes. While we doubt this sweeping policy ultimately becomes law, there is a non-zero chance some version advances, as housing affordability becomes a major focus in 2026 ahead of midterms. We believe it is...

Invitation Homes is a strong buy after a sharp selloff driven by regulatory fears, now yielding 4.5%. Potential restrictions on institutional home buying could catalyze share repurchases and dividend growth, enhancing shareholder returns. INVH's core growth lever remains rent increases, with management targeting mid-3% baseline FFO per share growth.

Invitation Homes is upgraded to a 'strong buy', despite recent political headwinds and a 15% share price decline over the past year. A potential federal ban on institutional SFR purchases introduces uncertainty, but is unlikely to force INVH to divest existing holdings. INVH trades at a significant discount to its net asset value, with estimated NAV over $33 per share and robust underlying port...

President Donald Trump said he would take steps to ban large institutional investors from buying single-family homes, which he said have become “increasingly out of reach for far too many people, especially younger Americans.”

It isn't clear whether congressional approval would be needed to institute such a ban.

Median sale price was at $410,800 last year, according to the Census Bureau, even as Trump campaigned on affordability

President Donald Trump announced a plan to block large investors from buying single-family homes.

Invitation Homes is rated Buy, supported by strong financials, resilient AFFO, and a solid 4.3% dividend yield. INVH raised 2025 AFFO guidance to $1.62 per share and expanded acquisitions to nearly $1 billion, demonstrating confidence amid market uncertainty. The REIT maintains low leverage, well-laddered debt with no maturities until 2027, and a $500 million buyback program to capitalize on sh...