Trump's New Order Benefits Build-to-Rent Developers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy INVH?
Source: Yahoo Finance
- Policy Impact: Trump's latest executive order focuses on the U.S. housing market, targeting large institutional investors buying existing single-family homes while exempting build-to-rent communities, indicating support for rental developers.
- Market Shift: As mortgage rates doubled, large rental operators significantly reduced purchases of existing homes in early 2023, shifting towards newly constructed portfolios from major builders like D.R. Horton and Lennar, reflecting rising demand for new rental communities.
- Investment Opportunity: Over 321,000 build-to-rent homes have been constructed nationwide since 2012, with significant growth in the past five years, indicating increasing investor interest in concentrated communities that are cheaper to manage and align with long-term rental demand in high-priced suburbs.
- Political Narrative: The build-to-rent model has largely avoided criticism of crowding out individual buyers, and Trump's exemption reinforces this narrative, even as lawmakers explore broader restrictions on housing investors, suggesting a cautiously optimistic sentiment in this sector.
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Analyst Views on INVH
Wall Street analysts forecast INVH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INVH is 32.67 USD with a low forecast of 26.35 USD and a high forecast of 38.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
6 Buy
10 Hold
0 Sell
Moderate Buy
Current: 26.410
Low
26.35
Averages
32.67
High
38.00
Current: 26.410
Low
26.35
Averages
32.67
High
38.00
About INVH
Invitation Homes Inc. is a real estate investment trust that conducts its operations through Invitation Homes Operating Partnership LP (INVH LP). INVH LP is engaged in owning, renovating, leasing, and operating single-family residential properties. Through THR Property Management L.P., a subsidiary of INVH LP, and its wholly owned subsidiaries (collectively, the Manager), it provides all management and other administrative services. The Manager provides professional property and asset management services to portfolio owners of single-family homes for lease. It has a vertically integrated operating platform that enables the Company to acquire, renovate, lease, maintain, and manage both the homes it owns and those it manages on behalf of others. The Company’s business activity includes property operations, marketing and leasing, digital marketing initiatives and branding, resident relations and property maintenance, and investment and asset management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Trump's New Order Benefits Build-to-Rent Developers
- Policy Impact: Trump's latest executive order focuses on the U.S. housing market, targeting large institutional investors buying existing single-family homes while exempting build-to-rent communities, indicating support for rental developers.
- Market Shift: As mortgage rates doubled, large rental operators significantly reduced purchases of existing homes in early 2023, shifting towards newly constructed portfolios from major builders like D.R. Horton and Lennar, reflecting rising demand for new rental communities.
- Investment Opportunity: Over 321,000 build-to-rent homes have been constructed nationwide since 2012, with significant growth in the past five years, indicating increasing investor interest in concentrated communities that are cheaper to manage and align with long-term rental demand in high-priced suburbs.
- Political Narrative: The build-to-rent model has largely avoided criticism of crowding out individual buyers, and Trump's exemption reinforces this narrative, even as lawmakers explore broader restrictions on housing investors, suggesting a cautiously optimistic sentiment in this sector.
See More
Trump's Order Restricts Institutional Buyers, Boosts Build-to-Rent Market
- Policy Impact: Trump's executive order restricts institutional buyers from purchasing existing homes while exempting build-to-rent projects, potentially accelerating a shift among major investors towards rental housing amidst rising home prices and mortgage rates.
- Market Transition: Over 320,000 build-to-rent homes have been constructed since 2012, with most growth occurring in the last five years, indicating the model's potential to meet tenant demands, especially in areas where home buying is increasingly difficult.
- Investor Preference: Institutional investors like Invitation Homes and Pretium are reducing purchases of existing homes in favor of build-to-rent communities, as managing entire neighborhoods is cheaper than overseeing scattered properties, which could reshape suburban housing dynamics.
- Political Protection: Build-to-rent projects gain political protection by focusing on new construction, with supporters arguing that this model not only expands housing supply but also avoids driving up prices, thereby garnering broader voter support.
See More
Invitation Homes Inc. Announces Tax Treatment for 2025 Dividends
- Dividend Payment Schedule: Invitation Homes will pay cash dividends of $0.29 per share on March 27, June 26, and September 25, 2025, and $0.30 on December 23, 2025, totaling $1.17, demonstrating the company's commitment to stable cash flow and shareholder returns.
- Tax Treatment Advisory: The company advises shareholders that the tax treatment of 2025 dividends will vary based on federal and local tax laws, emphasizing the importance of consulting personal tax advisors to ensure compliance, reflecting the company's responsibility towards shareholder tax obligations.
- Dividend Composition Breakdown: Each share's dividend includes $0.232198 in ordinary dividends and $0.057802 in capital gain distributions, showcasing the company's transparency and compliance in profit distribution, which helps to enhance investor confidence.
- Company Overview: As an S&P 500 company, Invitation Homes focuses on leasing and managing single-family homes, committed to meeting evolving lifestyle demands and providing high-quality living solutions, reflecting its leadership position in the real estate market.
See More
Opendoor CEO Says Trump's Policy Will Boost Housing Affordability
- Policy Impact: Trump's executive order restricts large institutional investors from purchasing single-family homes to enhance affordability, with Opendoor CEO Nejatian expressing support, stating it will help families achieve homeownership.
- Market Performance: Despite a dip in Opendoor's stock amid a broader selloff on Tuesday, it remains up nearly 8% year-to-date, indicating market confidence in its long-term potential, while OPEN is currently the most traded American stock.
- Industry Focus: With U.S. mortgage rates falling below 6% for the first time in years, Opendoor and homebuilders like Lennar and D.R. Horton have seen stock support in recent weeks, reflecting optimistic market expectations for housing demand.
- Election Context: Trump's latest policy is viewed as an effort to appease voters frustrated by rising home prices, particularly as the November midterm elections approach, highlighting his alignment with Democrats on housing issues.
See More
Invitation Homes Acquires ResiBuilt Homes for $89 Million to Strengthen Build-to-Rent Strategy
- Acquisition Enhances Execution: Invitation Homes has acquired ResiBuilt Homes for $89 million, plus $7.5 million in incentive payments, aimed at strengthening its build-to-rent capabilities in high-growth markets, thereby enhancing its competitive position.
- Increased Contracts and Opportunities: The transaction brings 23 existing fee-building contracts and additional third-party fee opportunities, which are expected to modestly accrete to 2026 AFFO per share, further solidifying the company's revenue base.
- Flexible Land Acquisition: While the deal excludes land ownership, Invitation Homes secured options to acquire approximately 1,500 lots, allowing for future expansion without upfront capital commitments, thus reducing financial risk.
- Market Environment Challenges: Amid President Trump's proposal to block large institutional investors from purchasing single-family homes, Invitation Homes faces regulatory scrutiny, necessitating strategic adjustments to navigate potential policy changes.
See More
Invitation Homes (INVH) Acquires ResiBuilt for $89M to Enhance Housing Supply
- Acquisition Deal: Invitation Homes acquired Southeast-based build-to-rent developer ResiBuilt for $89 million, with potential earn-out payments of up to $7.5 million, enhancing its ability to meet consumer housing needs.
- Market Reaction: Following President Trump's announcement to ban large institutional investors from purchasing single-family homes, Invitation Homes' stock dropped 6% on January 7, but has since recovered slightly, now 3.7% lower than its January 6 close.
- Future Growth Potential: The deal includes 23 existing fee-building contracts and additional third-party fee opportunities, expected to modestly accrete to Invitation Homes' 2026 AFFO per share, while securing options for approximately 1,500 well-located lots for future acquisitions.
- Corporate Structure: ResiBuilt's parent company, RESICAP, will remain independent post-transaction, continuing operations in existing BTR and single-family rental ventures, but will be restricted from competing with ResiBuilt in ground-up BTR construction.
See More
Trump's New Order Benefits Build-to-Rent Developers
- Policy Impact: Trump's latest executive order focuses on the U.S. housing market, targeting large institutional investors buying existing single-family homes while exempting build-to-rent communities, indicating support for rental developers.
- Market Shift: As mortgage rates doubled, large rental operators significantly reduced purchases of existing homes in early 2023, shifting towards newly constructed portfolios from major builders like D.R. Horton and Lennar, reflecting rising demand for new rental communities.
- Investment Opportunity: Over 321,000 build-to-rent homes have been constructed nationwide since 2012, with significant growth in the past five years, indicating increasing investor interest in concentrated communities that are cheaper to manage and align with long-term rental demand in high-priced suburbs.
- Political Narrative: The build-to-rent model has largely avoided criticism of crowding out individual buyers, and Trump's exemption reinforces this narrative, even as lawmakers explore broader restrictions on housing investors, suggesting a cautiously optimistic sentiment in this sector.
See More
Trump's Order Restricts Institutional Buyers, Boosts Build-to-Rent Market
- Policy Impact: Trump's executive order restricts institutional buyers from purchasing existing homes while exempting build-to-rent projects, potentially accelerating a shift among major investors towards rental housing amidst rising home prices and mortgage rates.
- Market Transition: Over 320,000 build-to-rent homes have been constructed since 2012, with most growth occurring in the last five years, indicating the model's potential to meet tenant demands, especially in areas where home buying is increasingly difficult.
- Investor Preference: Institutional investors like Invitation Homes and Pretium are reducing purchases of existing homes in favor of build-to-rent communities, as managing entire neighborhoods is cheaper than overseeing scattered properties, which could reshape suburban housing dynamics.
- Political Protection: Build-to-rent projects gain political protection by focusing on new construction, with supporters arguing that this model not only expands housing supply but also avoids driving up prices, thereby garnering broader voter support.
See More
Invitation Homes Inc. Announces Tax Treatment for 2025 Dividends
- Dividend Payment Schedule: Invitation Homes will pay cash dividends of $0.29 per share on March 27, June 26, and September 25, 2025, and $0.30 on December 23, 2025, totaling $1.17, demonstrating the company's commitment to stable cash flow and shareholder returns.
- Tax Treatment Advisory: The company advises shareholders that the tax treatment of 2025 dividends will vary based on federal and local tax laws, emphasizing the importance of consulting personal tax advisors to ensure compliance, reflecting the company's responsibility towards shareholder tax obligations.
- Dividend Composition Breakdown: Each share's dividend includes $0.232198 in ordinary dividends and $0.057802 in capital gain distributions, showcasing the company's transparency and compliance in profit distribution, which helps to enhance investor confidence.
- Company Overview: As an S&P 500 company, Invitation Homes focuses on leasing and managing single-family homes, committed to meeting evolving lifestyle demands and providing high-quality living solutions, reflecting its leadership position in the real estate market.
See More
Opendoor CEO Says Trump's Policy Will Boost Housing Affordability
- Policy Impact: Trump's executive order restricts large institutional investors from purchasing single-family homes to enhance affordability, with Opendoor CEO Nejatian expressing support, stating it will help families achieve homeownership.
- Market Performance: Despite a dip in Opendoor's stock amid a broader selloff on Tuesday, it remains up nearly 8% year-to-date, indicating market confidence in its long-term potential, while OPEN is currently the most traded American stock.
- Industry Focus: With U.S. mortgage rates falling below 6% for the first time in years, Opendoor and homebuilders like Lennar and D.R. Horton have seen stock support in recent weeks, reflecting optimistic market expectations for housing demand.
- Election Context: Trump's latest policy is viewed as an effort to appease voters frustrated by rising home prices, particularly as the November midterm elections approach, highlighting his alignment with Democrats on housing issues.
See More
Invitation Homes Acquires ResiBuilt Homes for $89 Million to Strengthen Build-to-Rent Strategy
- Acquisition Enhances Execution: Invitation Homes has acquired ResiBuilt Homes for $89 million, plus $7.5 million in incentive payments, aimed at strengthening its build-to-rent capabilities in high-growth markets, thereby enhancing its competitive position.
- Increased Contracts and Opportunities: The transaction brings 23 existing fee-building contracts and additional third-party fee opportunities, which are expected to modestly accrete to 2026 AFFO per share, further solidifying the company's revenue base.
- Flexible Land Acquisition: While the deal excludes land ownership, Invitation Homes secured options to acquire approximately 1,500 lots, allowing for future expansion without upfront capital commitments, thus reducing financial risk.
- Market Environment Challenges: Amid President Trump's proposal to block large institutional investors from purchasing single-family homes, Invitation Homes faces regulatory scrutiny, necessitating strategic adjustments to navigate potential policy changes.
See More
Invitation Homes (INVH) Acquires ResiBuilt for $89M to Enhance Housing Supply
- Acquisition Deal: Invitation Homes acquired Southeast-based build-to-rent developer ResiBuilt for $89 million, with potential earn-out payments of up to $7.5 million, enhancing its ability to meet consumer housing needs.
- Market Reaction: Following President Trump's announcement to ban large institutional investors from purchasing single-family homes, Invitation Homes' stock dropped 6% on January 7, but has since recovered slightly, now 3.7% lower than its January 6 close.
- Future Growth Potential: The deal includes 23 existing fee-building contracts and additional third-party fee opportunities, expected to modestly accrete to Invitation Homes' 2026 AFFO per share, while securing options for approximately 1,500 well-located lots for future acquisitions.
- Corporate Structure: ResiBuilt's parent company, RESICAP, will remain independent post-transaction, continuing operations in existing BTR and single-family rental ventures, but will be restricted from competing with ResiBuilt in ground-up BTR construction.
See More
