Every 8-K that Invitation Homes (INVH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow INVH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full INVH filings page.
Invitation Homes reported higher results for the quarter ended June 30, 2026. Net income per common share – diluted was $0.37 in Q2 2026 versus $0.23 in Q2 2025. Core FFO per share – diluted rose to $0.51 from $0.48, and AFFO per share – diluted increased to $0.44 from $0.41. Total Q2 2026 revenues were $748 million, compared with $681 million a year earlier.
For the Same Store portfolio of 77,326 homes, Q2 2026 Same Store Core Revenues grew 1.6% year over year, Same Store Core Operating Expenses rose 1.9%, and Same Store NOI increased 1.5%, with average occupancy of 97.1% and blended lease-over-lease rental rate growth of 2.7%. As of June 30, 2026, the company had $1,546 million of available liquidity and total indebtedness of $8,593 million, with 92.4% of debt fixed or swapped to fixed and Net debt / TTM Adjusted EBITDAre of 5.4x, below its targeted 5.5x–6.0x range.
Since December 2025, Invitation Homes has repurchased 22,812,421 shares for approximately $600 million. The company also priced a $500 million offering of 4.950% senior notes due February 1, 2032, using net proceeds to prepay a portion of a $988 million secured debt maturing in June 2027. Full-year 2026 guidance midpoints for Core FFO and AFFO per share were each raised by $0.01 to $1.95 and $1.65, respectively.
Invitation Homes Operating Partnership LP, the main operating subsidiary of Invitation Homes Inc., completed an underwritten public offering of $500 million aggregate principal amount of 4.950% Senior Notes due 2032, fully and unconditionally guaranteed by the parent and key subsidiaries.
The notes are senior unsecured obligations, rank equally with the issuer’s other senior unsecured debt, and are effectively subordinated to secured debt and liabilities of non‑guarantor subsidiaries. Interest is paid at 4.950% per year on February 1 and August 1, starting February 1, 2027, until maturity on February 1, 2032.
Underwriters purchased the notes at 98.691% of principal. The notes are redeemable before January 1, 2032 at a make‑whole redemption price and at 100% of principal plus accrued interest on or after that date. The issuance was made under an existing shelf registration, base prospectus, and prospectus supplement.
Invitation Homes Inc. reported that its operating partnership has entered into an underwriting agreement for an underwritten public offering of $500 million aggregate principal amount of 4.950% Senior Notes due 2032. These notes will be fully and unconditionally guaranteed, jointly and severally, by the parent company and certain subsidiaries.
The notes will be issued under an existing indenture and a new supplemental indenture, and are being offered off an effective shelf registration statement with a related base prospectus and prospectus supplement. The issuer plans to use the net proceeds for general corporate purposes, which may include repaying existing indebtedness.
Invitation Homes Inc. furnished an investor presentation outlining its single-family rental strategy and recent performance metrics. The deck emphasizes resident satisfaction, scale and technology, and multiple growth channels including acquisitions, third-party management, construction lending, and in-house development.
At a $29 stock price, the company cites an implied per home valuation of $294,000, a 31% discount to its 1Q 2026 average sales price of $427,000 per home. April–May 2026 same store occupancy was 97.2%, with blended rental rate growth of 2.5%, up nearly 100 basis points from 1Q 2026.
The presentation highlights operational strength, including more than 40 months average same store resident tenure, 96.3% same store occupancy, and a 78.4% renewal rate as of 3/31/2026. It also describes a “fortress” balance sheet with 5.6x Net Debt / TTM Adjusted EBITDAre, about $1.3 billion of liquidity, and no debt maturing before June 2027.
Management notes the acquisition of ResiBuilt, a build-to-rent developer, expected to contribute about $0.02 per share to 2026 AFFO and expand development capabilities. Broader industry slides focus on structural demand for single-family rentals, the affordability gap versus ownership, and limited professional ownership in the sector.
Invitation Homes Inc. stockholders approved the 2026 Omnibus Incentive Plan, authorizing 18,793,516 shares of common stock for future equity and cash awards to employees, directors, and certain consultants. The plan combines 17,500,000 newly authorized shares with 1,293,516 shares carried over from the 2017 plan.
The plan, administered by the Board’s Compensation and Management Development Committee, runs until the tenth anniversary of its May 7, 2026 effective date. In a separate action, the committee set Executive Vice President and Chief Legal Officer Mark A. Solls’ 2026 long‑term incentive opportunity at $2,645,000, including LTIP restricted stock units of $250,000 time‑vesting and $750,000 performance‑vesting.
At the annual meeting, 543,298,418 shares, or 90.63% of those entitled to vote, were represented. Stockholders elected all director nominees, ratified Deloitte & Touche LLP as 2026 auditor, approved executive compensation in a non‑binding vote, and approved the 2026 Omnibus Incentive Plan.
Invitation Homes Inc. reported Q1 2026 results for the quarter ended March 31, 2026, with total revenues of $734.1 million compared with $674.5 million in Q1 2025. Net income per diluted share declined 2.3% year over year to $0.26, mainly from higher total expenses.
Core FFO per diluted share was stable at $0.48, while AFFO per diluted share slipped 2.6% to $0.41. Same Store Core Revenues grew 1.6% year over year, but Same Store Core Operating Expenses rose 5.7%, leaving Same Store NOI down 0.3% and occupancy at 96.3%.
The company ended March 31, 2026 with available liquidity of $1.304 billion and total debt of $8.87 billion, 89.5% of which was fixed or swapped to fixed, and Net debt / TTM Adjusted EBITDAre at 5.6x. It repurchased 17.1 million shares in Q1 2026 for $438.8 million and fully used a prior $500 million buyback authorization; the board approved a new $500 million repurchase program. Full‑year 2026 guidance calls for Core FFO per diluted share of $1.90–$1.98 and AFFO per diluted share of $1.60–$1.68, with Same Store NOI growth of 0.3%–2.0%.
Invitation Homes Inc. updated executive compensation and adopted substantial new equity awards for senior leaders. Based on 2025 performance, the board’s Compensation Committee increased long-term incentive targets, including a target LTIP award of $11,293,950 for CEO Dallas Tanner and $2,700,000 for CFO Jonathan Olsen, with higher targets also set for other key executives.
The company approved a 2026 long-term stock incentive program using time-vesting and performance-vesting RSUs. Time-based RSUs vest over three years, with grant-date dollar values such as $2,823,488 for Tanner and $675,000 for Olsen. Performance RSUs are earned over a three-year period tied to net operating income growth and relative shareholder return, and can reach up to 300% of target before a dollar value cap linked to a $55.00 share value is applied.
To retain its leadership team amid a competitive talent market and recent recruitment attempts by peers, the committee also approved one-time retention RSU grants effective March 1, 2026. These include $10,000,000 for Tanner, $5,000,000 for Olsen, $6,000,000 for COO Timothy Lobner, and $4,500,000 for CIO Scott Eisen, vesting 65% on the third anniversary and 35% on the fourth, contingent on continued employment. The board believes these awards support long-term stability and alignment with stockholders’ interests.
Invitation Homes Inc. furnished an investor presentation describing its single-family rental platform, current demand drivers, and capital structure. The company highlights Jan–Feb 2026 same-store occupancy of 96.0% and blended rental rate growth of 1.5%, with renewal rent growth of 3.8% and new lease rates down 3.4%.
The presentation emphasizes resident satisfaction, with a 4.09/5.0 cumulative online rating, a 95.9% same-store occupancy rate and an average resident tenure above 39 months as of the quarter ended December 31, 2025. Management cites strong balance sheet metrics, including 5.3x net debt to trailing twelve-month adjusted EBITDA, about $1.7 billion of liquidity, roughly 90% of real estate unencumbered, and approximately 94% of debt fixed or swapped to fixed.
Growth initiatives include construction lending, third-party management and the ResiBuilt acquisition, which has built over 4,200 homes since 2018 and is expected to add $0.02 per share to 2026 AFFO. The company also reports around 24,000 joint venture and third-party managed homes generating $87 million of 2025 revenue and positions its scale, market selection and technology as key competitive advantages.
Invitation Homes Inc. reported steady growth for Q4 and full-year 2025 and issued its 2026 outlook. Q4 2025 diluted EPS was $0.24 versus $0.23 a year earlier, with total quarterly revenues rising to $685 million from $659 million. Full-year 2025 diluted EPS increased to $0.96 from $0.74 as revenues reached $2,729 million, up from $2,619 million.
Key REIT metrics improved modestly: 2025 Core FFO per share rose to $1.91 from $1.88 and AFFO per share to $1.63 from $1.60, while Same Store NOI grew 2.3% on 2.4% Same Store Core Revenue growth. The company closed 2025 with 110,064 homes owned and/or managed, $1,735 million of available liquidity, net debt/TTM adjusted EBITDAre of 5.3x, and no debt maturing before June 2027. In January 2026 it acquired build-to-rent developer ResiBuilt for $89 million plus up to $7.5 million in earn-outs, expected to be modestly accretive to 2026 AFFO per share. Management’s 2026 guidance targets Core FFO per share of $1.90–$1.98 and AFFO per share of $1.60–$1.68, and the board has authorized a $500 million share repurchase program, of which about $100 million has been used to repurchase 3,635,324 shares.
Invitation Homes Inc. reported that Mark Solls, its Executive Vice President, Chief Legal Officer and Secretary, has informed the board of his plan to retire by the end of fiscal 2026. His retirement will become effective once a successor is appointed. After that, he has agreed to stay on in an advisory role, helping transition his responsibilities and providing strategic advice to the President and Chief Executive Officer and senior management.
The company has started a comprehensive search for a new Chief Legal Officer and Secretary and will evaluate both internal and external candidates, with the final decision to be announced publicly when required. The company stated that Mr. Solls’ decision to retire is not due to any disagreement regarding its strategy, operations, performance, policies, or practices.
Invitation Homes Inc. filed a current report to furnish an updated investor presentation that will be used in upcoming investor meetings in December 2025. The presentation is provided as Exhibit 99.1 to the report.
The company is furnishing this material under Item 7.01, which relates to Regulation FD disclosure, and states that the information, including Exhibit 99.1, is not deemed “filed” for purposes of Section 18 of the Exchange Act and will only be incorporated into other securities filings if specifically referenced.
Invitation Homes Inc. (INVH) announced that it is hosting an Investor Day in New York City and via live webcast on November 17, 2025. The company prepared an Investor Day presentation to accompany the event, which is furnished as Exhibit 99.1. This material is provided under a disclosure item that is treated as “furnished” rather than “filed,” meaning it is not automatically subject to certain Exchange Act liabilities or incorporated into other securities filings unless specifically referenced.
Invitation Homes Inc. furnished an Item 2.02 Form 8-K announcing its operating results for the quarter ended September 30, 2025. The company attached a press release as Exhibit 99.1, which contains the full details. The information is being furnished and is not deemed “filed” under Section 18 of the Exchange Act, and it is not incorporated by reference into other filings unless specifically stated.
Invitation Homes Inc. filed an Form 8-K describing documentation related to a securities offering and related debt documents. The filing references a base prospectus dated June 14, 2024 and a prospectus supplement dated August 12, 2025, an Underwriting Agreement dated August 12, 2025, an Indenture dated August 6, 2021 and an Eighth Supplemental Indenture dated August 15, 2025. The filing lists legal opinions and consents from Venable LLP and Sidley Austin LLP, and notes the inclusion of the form of the Notes and Guarantee. The report is signed by Mark A. Solls, Executive Vice President and Chief Legal Officer.