NYU SPS Schack REIT Investment Fund’s Post

Check out residential sector strategist Zoe Kimmelman’s summary of Invitation Homes’ (NYSE: INVH) Q1 earnings call. Her key takeaways: INVH's Q1 earnings call solidified our investment thesis, highlighting the company's significant growth potential within the U.S. single-family rental market. Key insights from the call include the company's accelerating rent growth for both renewals and new leases, the addition of over 7,000 homes to its management portfolio, and strong financial liquidity. CEO Dallas Tanner emphasized INVH's commitment to growing the U.S. housing supply, stating, "So that's our goal, is to be part of that narrative, which would be to bring new supply into the market over and over and over. And we're not going to stop." Read the full summary:

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