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American Homes 4 Rent (AMH) investor relations material
American Homes 4 Rent BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities 2025 Global Real Estate Conference summary10 Sep, 2025
Industry outlook and demand trends
Single-family rental sector benefits from strong long-term fundamentals, driven by millennial demand and affordability challenges.
Portfolio diversification across U.S. markets supports resilience, with Midwest, Seattle, Salt Lake City, Carolinas, and Florida showing strong performance.
Markets like Austin, San Antonio, and Phoenix face supply pressures, but long-term fundamentals remain positive.
Demand is balanced by strong renewals, with new lease moderation less pronounced than in previous years.
Differentiation comes from focus on single-family detached homes and capital allocation strategy.
Operational performance and portfolio management
August quarter-to-date same-home occupancy was 96%, with blended spreads in the high 3% range.
Lease expirations have been shifted to earlier in the year, optimizing for peak leasing season and reducing back-half occupancy moderation.
Earn-in for 2026 expected just below 2%, similar to prior years.
Bad debt remains low, with collections tracking better than expectations; resident profile remains strong with high incomes and stable credit.
Portfolio acquisitions are limited, with a gap between seller and buyer expectations; focus remains on internal development and selective opportunities.
Development, capital allocation, and financial strategy
On track to deliver over 2,200 new homes in 2024, with development yields improving to mid-5% and potential for 6%+ on finished lot deals.
Vertical construction costs remain flat or slightly down, absorbing tariff impacts through optimization and labor availability.
Development program is self-funded through retained cash flow, dispositions, and modest incremental leverage, with no need for new equity.
Portfolio acquisitions can be value-accretive, with operational improvements driving yields from low-5% to high-5% or near 6%.
Final securitization payoff will leave the balance sheet 100% unencumbered, freeing up 18,000 homes for asset management and disposition.
Finished lot deals: What yields are expected?
Insurance cost trends and captive strategy?
Unencumbered balance sheet: How it aids growth?
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Next American Homes 4 Rent earnings date
Q3 202530 Oct, 2025
Next American Homes 4 Rent earnings date
Q3 202530 Oct, 2025
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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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