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Sep 30, 2020

Invitation Homes Q3 2020 Earnings Report

Invitation Homes experienced revenue growth and high occupancy rates, demonstrating resilience during the third quarter of 2020.

Key Takeaways

Invitation Homes reported a 3.6% increase in total revenues to $459 million and a Same Store average occupancy of 97.8%. The company ramped up its acquisition pace, acquiring 544 homes for $175 million. Core FFO per share increased 1.9% to $0.30, and AFFO per share increased 5.8% to $0.24.

Total revenues increased 3.6% year-over-year to $459 million.

Core FFO per share increased 1.9% year-over-year to $0.30.

Same Store NOI grew 3.6% year-over-year.

Same Store average occupancy was 97.8%, up 190 basis points year-over-year.

Total Revenue
$459M
Previous year: $443M
+3.6%
EPS
$0.3
Previous year: $0.29
+3.4%
Average monthly rent
$1.88K
Average occupancy
97.8%
Previous year: 95.9%
+2.0%
Total Homes
79.4K
Gross Profit
$459M
Previous year: $443M
+3.6%
Cash and Equivalents
$560M
Previous year: $81.5M
+586.3%
Total Assets
$17.8B
Previous year: $17.7B
+0.5%

Invitation Homes

Invitation Homes

Invitation Homes Revenue by Segment

Forward Guidance

Invitation Homes is well-positioned for both the near-term and the long-term, and is staying nimble and opportunistic to maximize value for residents, communities, and shareholders.

Positive Outlook

  • Strong fundamentals in the business.
  • Teams have adapted well to continue operating safely and efficiently.
  • Ramping up external growth.
  • Staying on the front foot with respect to strategic initiatives centered around enhancing the resident experience.
  • Expansion of ancillary services.

Challenges Ahead

  • Potential negative impact of the ongoing COVID-19 pandemic on the Company’s financial condition
  • Potential negative impact of the ongoing COVID-19 pandemic results of operations
  • Potential negative impact of the ongoing COVID-19 pandemic cash flows
  • Potential negative impact of the ongoing COVID-19 pandemic business
  • Potential negative impact of the ongoing COVID-19 pandemic associates, and residents.