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American Homes 4 Rent
American Homes 4 Rent (AMH) investor relations material
American Homes 4 Rent Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary3 Dec, 2025
Strategic positioning and sector fundamentals
Achieved industry-leading Core FFO per share growth of 5.6% for 2025 at guidance midpoint, supported by strong renewal lease spreads and sector tailwinds from growing demand for high-quality rental housing.
Largest integrated single-family rental builder, expecting 2,200–2,400 deliveries in 2025, with full control over development and land pipeline for sustained growth.
Maintains a high-quality, investment-grade balance sheet with Baa2/BBB ratings and $1.14B undrawn credit facility capacity.
Robust disposition program and recent payoff of final asset-backed securitization resulted in a fully unencumbered balance sheet.
2025 same-home core revenues expected to grow 3.75% at guidance midpoint.
Operational and financial performance
November 2025 quarter-to-date average occupied days at 95.0%, with blended lease rent change of 2.9% and renewal rent change of 4.2%.
2025 capital plan adjusted to moderate future development spend and accelerate dispositions, with proceeds tracking to the high end of $400–$500M.
Repurchased ~$100M of stock in Q4 at ~$32/share under existing repurchase plan.
2025 Core FFO per share guidance at $1.86–$1.88, with 5.6% growth; total capital investment expected at $0.8–$1.0B.
Core FFO per share growth consistently outpaces same-home NOI growth, reflecting capital strategy effectiveness.
Portfolio and resident profile
Diversified portfolio of over 61,000 homes across 30+ markets, with average home age under 20 years and average size of ~2,000 sq ft.
High-quality resident base: average household income ~$150,000, average age 38, majority dual-income, and average length of stay 3.3 years.
Two-thirds of residents are essential workers or in stable industries; majority of households have pets.
Same-home average occupied days at 95.9% and average monthly realized rent at $2,296 as of September 2025.
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Next American Homes 4 Rent earnings date
Q4 202527 Feb, 2026
American Homes 4 Rent
Next American Homes 4 Rent earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
American Homes 4 Rent is a publicly traded real estate investment trust (REIT) based in the United States. American Homes 4 Rent focuses on the acquisition, renovation, leasing and management of single-family homes. The firm was founded by B. Wayne Hughes, who also founded industry leader Public Storage in 1972. American Homes 4 Rent went public in August 2013 and became a member of the S&P 500 index in September 2015.
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