Dec 31, 2019

American Homes 4 Rent Q4 2019 Earnings Report

American Homes 4 Rent reported a revenue increase driven by strong leasing activity and higher rental rates. Net income also increased due to higher revenues, offset by higher expenses.

Key Takeaways

American Homes 4 Rent reported a 5.1% increase in total revenues to $284.0 million for Q4 2019, driven by strong leasing activity and higher rental rates. Net income attributable to common shareholders totaled $23.6 million, or $0.08 per diluted share. The company entered into a strategic joint venture with institutional investors advised by J.P. Morgan Asset Management focused on constructing and operating newly built rental homes.

Total revenues increased 5.1% to $284.0 million.

Net income attributable to common shareholders totaled $23.6 million, or $0.08 per diluted share.

Core FFO attributable to common share and unit holders was $101.4 million, or $0.29 per FFO share and unit.

Adjusted FFO attributable to common share and unit holders was $91.2 million, or $0.26 per FFO share and unit.

Total Revenue
$284M
Previous year: $270M
+5.1%
EPS
$0.29
Previous year: $0.28
+3.6%
Single-Family Properties
52.55K
Average Occupied Days %
95.1%
Previous year: 94.7%
+0.4%
Avg Monthly Realized Rent
3.3%
Gross Profit
$159M
Previous year: $153M
+4.4%
Cash and Equivalents
$37.6M
Previous year: $30.3M
+24.1%
Total Assets
$9.1B
Previous year: $9B
+1.1%

American Homes 4 Rent

American Homes 4 Rent

American Homes 4 Rent Revenue by Segment

Forward Guidance

The company provided guidance for the full year 2020.

Positive Outlook

  • Core FFO attributable to common share and unit holders $1.17 - $1.21
  • Same-Home Core revenues growth 3.2% - 4.2%
  • Core property operating expenses growth 4.0% - 5.0%
  • Comprised of expected property tax growth of 4.8% - 5.8%
  • Core NOI growth 2.8% - 3.8%