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Sep 30, 2021

Invitation Homes Q3 2021 Earnings Report

Reported strong financial and operating results, driven by supportive fundamentals and accretive growth opportunities.

Key Takeaways

Invitation Homes reported strong Q3 2021 results, with total revenues increasing 11.0% year-over-year to $510 million. Same Store NOI grew 11.9% year-over-year, driven by Same Store Core Revenues growth of 7.9%. The company raised its full year 2021 guidance for Same Store Core Revenues growth and Core FFO per share.

Total revenues increased 11.0% year over year to $510 million.

Net income available to common stockholders totaled $69 million or $0.12 per diluted common share.

Same Store NOI grew 11.9% year over year on 7.9% Same Store Core Revenues growth and 0.6% Same Store Core Operating Expenses growth.

The Company accelerated its acquisition pace in 3Q 2021, acquiring 1,684 homes for $722 million while disposing of 161 homes for $57 million.

Total Revenue
$510M
Previous year: $459M
+11.0%
EPS
$0.38
Previous year: $0.3
+26.7%
Average occupancy
98.1%
Previous year: 97.8%
+0.3%
Gross Profit
$510M
Previous year: $459M
+11.0%
Cash and Equivalents
$570M
Previous year: $560M
+1.8%
Total Assets
$18.3B
Previous year: $17.8B
+2.8%

Invitation Homes

Invitation Homes

Invitation Homes Revenue by Segment

Forward Guidance

The Company is raising its full year 2021 guidance as follows: increasing and narrowing its Same Store Core Revenues growth by 87.5 basis points at the midpoint to 6.375%; decreasing its Same Store Core Operating Expenses growth by 150 basis points at the midpoint to 1.5%; and increasing its Same Store NOI growth by 200 basis points at the midpoint to 9.0%. The Company is also raising its full year 2021 guidance for Core FFO per share by $0.05 at the midpoint to $1.49 and for AFFO per share by $0.04 at the midpoint to $1.28. Additionally, as previously announced, the Company increased its full year 2021 acquisition target from $1.0 billion to between $1.7 billion and $1.8 billion.