Invitation Homes owns a portfolio of over 86,000 single-family rental homes. The company focuses on owning homes in the starter and move-up segments of the housing market with an average sale price around $350,000 and generally less than 1,800 square feet. The portfolio is spread across 17 target markets that feature high employment and household formation growth with over 70% of the portfolio in the Western US and Florida; 15 of the 17 markets featuring average rents lower than homeownership costs.
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The chart shows the growth of an initial investment of $10,000 in Invitation Homes Inc. Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Invitation Homes Inc. Common Stock (INVH) has returned -7.66% so far this year and -21.78% over the past 12 months. Looking at the last ten years, INVH has achieved an annualized return of 2.43%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Invitation Homes Inc. Common Stock (INVH) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.40% | -1.13% | -5.41% | 2.84% | ||||||||
| 2025 | -2.50% | 9.99% | 2.53% | -1.81% | -3.19% | -2.21% | -6.70% | 0.68% | -5.48% | -3.92% | 1.22% | -0.93% |
| 2024 | -3.94% | 3.87% | 5.04% | -3.93% | 0.78% | 3.22% | -1.81% | 3.51% | -3.85% | -11.37% | 8.80% | -6.58% |
| 2023 | 10.51% | -3.37% | 0.77% | 6.99% | 1.71% | 1.93% | 3.29% | -3.56% | -7.45% | -7.02% | 12.32% | 2.00% |
| 2022 | -7.51% | -10.41% | 6.63% | -0.85% | -5.23% | -5.92% | 9.97% | -6.88% | -6.32% | -7.45% | 2.16% | -9.61% |
| 2021 | -0.91% | -1.42% | 8.07% | 8.85% | 3.10% | 2.73% | 9.18% | 0.64% | -7.55% | 6.92% | -1.99% | 11.15% |
| 2020 | 4.52% | -9.58% | -25.95% | 14.31% | 14.40% | 3.69% | 8.36% | -3.57% | -2.17% | -3.20% | 3.89% | 3.12% |
| 2019 | 12.68% | 2.09% | 5.78% | 1.93% | 2.77% | 3.52% | 2.16% | 4.47% | 2.96% | 4.23% | -1.26% | -1.67% |
| 2018 | -4.62% | -3.29% | 5.45% | 1.36% | -5.09% | 4.87% | 0.22% | 1.65% | -1.29% | -4.58% | -2.01% | -6.50% |
| 2017 | 8.41% | -1.40% | -1.37% | -0.28% | 0.42% | -1.98% | 8.13% | -2.45% | -0.79% | 3.70% | 0.21% |
The charts below present risk-adjusted performance metrics for Invitation Homes Inc. Common Stock (INVH) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of INVH compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Invitation Homes Inc. Common Stock volatility is 1.27%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 18.68B | 19.22B | 18.54B | 18.54B | 17.51B | 17.39B | 18.06B | 18.68B |
| Equity Attributable To Parent (USD) | 9.53B | 10.16B | 10.29B | 9.80B | 8.50B | 8.21B | 8.23B | 8.50B |
| Equity Attributable To Noncontrolling Interest (USD) | 37.76M | 34.46M | 32.29M | 41.06M | 51.25M | 51.66M | 140.08M | 151.79M |
| Equity (USD) | 9.57B | 10.19B | 10.32B | 9.84B | 8.56B | 8.27B | 8.37B | 8.65B |
| Long-term Debt (USD) | 8.38B | 8.55B | 7.77B | 8.00B | 8.03B | 8.47B | 9.25B | 9.65B |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 9.11B | 9.03B | 8.21B | 8.70B | 8.95B | 9.13B | 9.69B | 10.03B |
| Liabilities (USD) | 9.11B | 9.03B | 8.21B | 8.70B | 8.95B | 9.13B | 9.69B | 10.03B |
| Fixed Assets (USD) | 56.61M | 31.47M | 24.48M | 16.60M | 10.00M | 9.83M | 11.79M | 16.60M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 18.68B | 19.22B | 18.54B | 18.54B | 17.51B | 17.39B | 18.06B | 18.68B |
| Assets (USD) | 18.68B | 19.22B | 18.54B | 18.54B | 17.51B | 17.39B | 18.06B | 18.68B |
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Invitation Homes (NYSE:INVH) acquired ResiBuilt Homes for $89 million plus up to $7.5 million in earn-out payments to strengthen its build-to-rent strategy in the Southeast. The deal includes 23 existing fee-building contracts and options for 1,500 lots. However, the company faces headwinds from President Trump's proposal to block large institutional investors from buying single-family homes.
President Trump announced plans to ban large institutional investors from purchasing single-family homes, citing concerns about housing affordability and the American Dream. The policy shift triggered sharp declines across real estate stocks, with major institutional landlords and homebuilders experiencing significant losses as investors worry about forced liquidations and market disruption.
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