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Mar 31, 2023

American Homes 4 Rent Q1 2023 Earnings Report

American Homes 4 Rent reported strong first quarter results driven by high demand and leasing environment.

Key Takeaways

American Homes 4 Rent (AMH) reported an increase in rents and other single-family property revenues by 11.7% year-over-year to $397.7 million for Q1 2023. Net income attributable to common shareholders totaled $117.5 million, or $0.32 per diluted share. The company achieved a Same-Home Average Occupied Days Percentage of 97.2% and delivered 466 newly constructed homes.

Rents and other single-family property revenues increased 11.7% year-over-year to $397.7 million.

Net income attributable to common shareholders totaled $117.5 million, or $0.32 per diluted share.

Core FFO attributable to common share and unit holders increased 8.6% year-over-year to $0.41 per FFO share and unit.

Same-Home Average Occupied Days Percentage reached 97.2% with 7.8% rate growth on new leases.

Total Revenue
$398M
Previous year: $356M
+11.7%
EPS
$0.41
Previous year: $0.38
+7.9%
Avg. Occupied Days
97.2%
Previous year: 96.2%
+1.0%
Cash and Equivalents
$256M
Previous year: $56.6M
+351.5%
Total Assets
$12.4B
Previous year: $11.4B
+8.6%

American Homes 4 Rent

American Homes 4 Rent

American Homes 4 Rent Revenue by Segment

Forward Guidance

Full Year 2023 guidance ranges remain unchanged.

Positive Outlook

  • Core FFO attributable to common share and unit holders: $1.58 - $1.64
  • Core FFO attributable to common share and unit holders growth: 2.5% - 6.5%
  • Same-Home Core revenues growth: 5.00% - 7.00%
  • Core property operating expenses growth: 8.75% - 10.75%
  • Core NOI growth: 3.00% - 5.00%