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Invitation Homes Inc.

INVHleader

Invitation Homes is the largest single-family home rental REIT in the US, owning and managing approximately 85,000 homes across 16 markets in the Western US, Florida, and Southeast.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.5B)

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Western US (35%)
Southeast US (30%)
Florida (20%)
Other Markets (15%)

Segment Breakdown & Key Customers

Product Details

Single-Family Home Rentals92%

Leasing renovated single-family homes in high-demand suburban markets

Smart Home Services5%

ProCare maintenance, smart home tech, and resident services

Joint Ventures3%

Third-party management and home acquisition partnerships

Supply Chain Relationships

Competitors

Mid-America Apartment Communities, Inc.

Sunbelt rental housing

Impact: Medium — competes for Sunbelt renters

AvalonBay Communities, Inc.

Residential rental market

Impact: Low — different housing format

Equity Residential

Residential REITs

Impact: Low — different housing format

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Invitation Homes Inc..

Company Info

Headquarters

Dallas, Texas, USA

Founded

2012

Employees

4,000+

Sector Overview — 부동산 (REIT)

Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Key Themes

  • •데이터센터 REIT — AMT·EQIX·DLR AI 인프라 수요로 임차 풀 소진
  • •주거용 REIT — 금리 인하 기대감으로 가격 반등 베팅 시작
  • •오피스 REIT — 재택 지속 + 공급 과잉으로 구조적 압박

Upcoming Catalysts

  • ◆EQIX·AMT·PLD Q1 실적 (2026.04~05)
  • ◆Fed 금리 결정 (2026.05)