Invitation Homes Inc. filings document the company’s single-family rental housing operations, public-company governance and capital structure. Form 8-K reports furnish quarterly and annual results, consolidated financial statements, FFO, Core FFO and AFFO reconciliations, Same Store Portfolio operating detail, market-level home characteristics, maintenance and capital expenditure data, acquisitions, dispositions and development pipeline information.
Proxy materials cover board matters, shareholder voting, executive compensation and equity incentive programs. Additional 8-K disclosures include Regulation FD investor presentations, material-event reporting, officer succession matters and exhibits tied to the company’s operating results and corporate governance.
Invitation Homes Inc., a Maryland-based REIT, files its Annual Report describing a large single-family rental housing platform. As of December 31, 2025, it wholly owns 86,192 homes, jointly owns 8,006, and manages 15,866 additional homes across 16 core U.S. markets.
The company emphasizes a vertically integrated model covering acquisition, development, renovation, leasing, and maintenance, supported by local market teams and centralized technology. It highlights partnerships with homebuilders, an internal builder (ResiBuilt), and a developer lending program to expand supply of purpose-built rental homes.
Key risk themes include macroeconomic conditions and inflation, rising property taxes and insurance, regulatory and political scrutiny of institutional single-family ownership, tenant-rights and rent regulations, climate and natural disaster exposure, cybersecurity and data privacy, and maintaining REIT status. As of February 18, 2026, 609,386,093 common shares were outstanding, and as of June 30, 2025, non-affiliate market value was approximately $20.1 billion.
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.
Cohen & Steers, Inc. filed an amended Schedule 13G reporting a significant passive stake in Invitation Homes, Inc. common stock. As of 12/31/2025, Cohen & Steers, Inc. beneficially owned 57,464,854 shares, representing 9.37% of the class, with sole voting power over 43,398,454 shares.
The stake is held through several affiliated investment advisers, including Cohen & Steers Capital Management, Inc., Cohen & Steers UK Ltd, Cohen & Steers Asia Ltd, and Cohen & Steers Ireland Ltd, for the benefit of their account holders. The filing certifies that the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Invitation Homes.
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 (INVH) reported higher quarterly results. For the three months ended September 30, 2025, total revenues were $688,166 thousand, up from $660,322 thousand a year ago, led by rental revenues and other property income of $666,191 thousand. Net income rose to $137,210 thousand from $95,578 thousand, and diluted EPS was $0.22 versus $0.15.
Expenses were $597,212 thousand, with property operating and maintenance at $259,037 thousand and depreciation and amortization at $188,457 thousand. The company recorded a $45,515 thousand gain on sale of property and $2,130 thousand of income from unconsolidated joint ventures. For the nine-month period, operating cash flow reached $1,077,580 thousand.
On the balance sheet, unsecured notes, net increased to $4,396,973 thousand, term loan facilities, net were $2,449,770 thousand, and the revolving facility was repaid to $0 from $570,000 thousand at year-end. As of October 29, 2025, shares outstanding were 613,020,589. The company declared dividends of $0.29 per share for the quarter.
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.
Invitation Homes Operating Partnership LP is offering $600,000,000 of 4.950% senior notes due January 15, 2033. Interest accrues from August 15, 2025 and is payable semi-annually beginning January 15, 2026. The public offering price is 99.477% (aggregate $596,862,000); the underwriting discount is 0.625% ($3,750,000). Proceeds before expenses are $593,112,000 and expected net proceeds are approximately $592.6 million.
The notes will be senior unsecured obligations of the operating partnership, rank equally with other unsecured indebtedness and will be effectively subordinated to approximately $1.33 billion of consolidated mortgage debt. The notes are fully and unconditionally guaranteed by Invitation Homes Inc., the General Partner and IH Merger Sub, with potential future subsidiary guarantees if those subsidiaries incur specified "Triggering Indebtedness." The operating partnership may use net proceeds for general corporate purposes, which may include repayment of a portion of its revolving credit facility (as of August 8, 2025 the revolver had $670.0 million outstanding and $1.08 billion available). The indenture requires maintenance of total unencumbered assets of at least 150% of consolidated unsecured indebtedness but contains significant exceptions. The notes are a new issue with no planned exchange listing.