Recent Momentum in Fundamentals Largely Priced Into Stocks

Thoughts Post AMH, INVH Earnings

Monday, May 5, 2025

Single-Family Rental Company-Specific Company-Specific Single-Family REIT

Within our research coverage of the public single-family REITs, we offer reports that are incremental to our recurring publications and intertwine our sector conclusions with company-specific dynamics. These include broad-based earnings previews, adjustments to our financial models and updated perspectives on valuation.

Related reports

Monday, November 4, 2024

Thoughts Post AMH, INVH Earnings: Fundamentals Reflecting Broader Sector Headwinds
Tuesday, October 22, 2024

AMH, INVH Outlook Ahead of Earnings: Investors Rewarding AMH For Strong QTD Rent Growth
Tuesday, July 23, 2024

AMH, INVH Outlook Ahead of Earnings: Outperforming Smaller Operators, But Rates Cap Upside
Tuesday, April 23, 2024

AMH, INVH Outlook Ahead of Earnings: Several Factors Mitigating Potential Upside in the Stocks
Wednesday, January 24, 2024

AMH, INVH Outlook Ahead of Earnings: Slightly More Juice for INVH Given Valuation Discount
Wednesday, December 20, 2023

Keeping a Pulse on the Single-Family REITs: As Expected, Stocks Broadly Tracking S&P 500
Monday, October 23, 2023

AMH, INVH Outlook Ahead of Earnings: Decelerating Fundamentals Keep Lid on Valuation
Friday, October 6, 2023

Zelman Ratings System Update: Single-Family REIT Sector Rated Market Weight
Monday, August 7, 2023

Thoughts Post AMH, INVH Earnings: Resiliency if Economy Falters is the Debate
Monday, April 24, 2023

AMH, INVH Outlook Ahead of Earnings: Healthy, but Decelerating, Trends Anticipated
Monday, April 25, 2022

AMH, INVH Outlook Ahead of Earnings: Stocks Get Lift from Higher Mortgage Rates
Wednesday, September 29, 2021

AMH, INVH On Track for Another Record Quarter: Updating Estimates for Recent Strength