Invitation Homes Inc.

Company facts

Industry

Real Estate Operators (No Developers) & Lessors

Headquarters

Dallas, Texas

Most recent report

10-Q, filed Jul 30, 2026

Filings on record

720 filings

On EDGAR

CIK 1687229

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 12 sections worth reading, with 0 positive, 7 notable, and 4 negative flags.

• Financial Statements (Item 1)

  New homebuilding segment, large buyback, debt refi, and legislation risk all company-specific.
  Notable

  • Impairments increased to $1.4M (H1 2026) from $99K (H1 2025), still small.
  • Issued $500M of 4.95% Senior Notes on July 8, 2026, used $488M to prepay secured debt.
  • New 2026 Omnibus Incentive Plan approved, allowing 18.8M new shares for compensation.
  • Acquired ResiBuilt on Jan 14, 2026 for $99.6M, adding homebuilding revenues of $49.5M (Q2 2026).
  Negative

  • New federal Housing Act (July 11, 2026) may limit acquisitions, increase costs, or reduce demand.

• Management's Discussion (Item 2)

  Core MD&A: slowing rent growth, new Housing Act law, shrinking portfolio, $132M gain inflated net income.
  Notable

  • Same Store portfolio shrank to 77,326 homes from 78,141 at Q1 2026, a drop of 815 homes.
  • G&A and property management costs rose 13% year-over-year, partly from the new homebuilding platform.
  • Cash used in financing doubled to $785M, driven by $539M share repurchases in H1 2026.
  Negative

  • New federal law specifically limits institutional single-family home ownership, a direct threat to acquisition growth.
  • Days to re-lease a home rose to 46 from 40, dragging on occupancy and revenue.
  • New lease rent growth slowed to 1.1% from 2.0% a year ago, signaling weaker pricing power.

What changed: Jun 2026 vs. Mar 2026

About 9% of INVH's Jun 2026 10-Q is new information. 53 paragraphs were added, 219 changed, and 19 removed. Below are the most important lines SECSift identified.

• Item 1 127
• Item 2 100
• Item 3 3
• Item 4 1