by Calculated Risk on 2/27/2024 01:13:00 PM

Today, in the Calculated Risk Real Estate Newsletter: Lawler: Update on American Homes for Rent (AMH)

A brief excerpt:

From housing economist Tom Lawler:

Below is a table derived from the Q4/2023 (and earlier) “Earnings Release and Supplemental Information Package” from American Homes for Rent (AMH), a large institutional investor in single-family rental homes. Also below is the table shown in last week’s report for Invitation Homes (INVH).

Recall that INVH said that last quarter it was focused on improving its occupancy rate and told teams to “negotiate” to do so. AMH, in contrast, saw its occupancy rate decline last quarter.

There is much more in the article.