Dec 31, 2021

American Homes 4 Rent Q4 2021 Earnings Report

American Homes 4 Rent reported record-breaking results, driven by revenue growth and effective cost management.

Key Takeaways

American Homes 4 Rent reported a strong Q4 2021, with a 14.0% increase in single-family property revenues to $338.1 million. Net income attributable to common shareholders was $48.1 million, or $0.14 per diluted share. Core FFO increased 20.4% year-over-year to $0.37 per share and unit, and Adjusted FFO increased 20.9% to $0.34 per share and unit. The company achieved a Same-Home Average Occupied Days Percentage of 97.6% and generated 12.2% rental rate growth on new leases.

Rents and other single-family property revenues increased 14.0% year-over-year to $338.1 million.

Net income attributable to common shareholders totaled $48.1 million, or $0.14 per diluted share.

Core FFO attributable to common share and unit holders increased 20.4% year-over-year to $0.37 per FFO share and unit.

Achieved Same-Home Average Occupied Days Percentage of 97.6% and 12.2% rental rate growth on new leases.

Total Revenue
$338M
Previous year: $299M
+12.9%
EPS
$0.37
Previous year: $0.31
+19.4%
Average Occupied Days %
97.6%
Previous year: 97.3%
+0.3%
Cash and Equivalents
$48.2M
Previous year: $137M
-64.8%
Total Assets
$11B
Previous year: $9.59B
+14.3%

American Homes 4 Rent

American Homes 4 Rent

American Homes 4 Rent Revenue by Segment

Forward Guidance

The company initiated 2022 earnings guidance with a 14.7% increase in full-year Core FFO per Share and Unit.

Positive Outlook

  • Full Year 2022 Core FFO attributable to common share and unit holders: $1.53 - $1.59
  • Core FFO attributable to common share and unit holders growth: 12.5% - 16.9%
  • Same-Home Core revenues growth: 7.25% - 9.25%
  • Core property operating expenses growth: 4.75% - 6.75%
  • Core NOI growth: 8.50% - 10.50%