INVH, AMH retreat looks overdone on Trump institutional housing ban talk: Citi (INVH:NYSE)
Seeking Alpha·2026-01-07 19:27

Core Viewpoint - The intraday selloff in Invitation Homes (INVH) and American Homes 4 Rent (AMH) is considered overdone by Citi Research, following comments from U.S. President Donald Trump regarding potential actions to ban institutional investors from purchasing homes [4] Company Analysis - Invitation Homes (INVH) and American Homes 4 Rent (AMH) experienced significant stock price declines due to market reactions to political comments [4] - Citi Research suggests that the market's reaction may not accurately reflect the long-term fundamentals of these companies [4] Industry Context - The potential ban on institutional investors buying homes could impact the housing market dynamics, particularly affecting rental companies like INVH and AMH [4] - Institutional investment in residential real estate has been a growing trend, and any regulatory changes could reshape the competitive landscape [4]

American Homes 4 Rent-INVH, AMH retreat looks overdone on Trump institutional housing ban talk: Citi (INVH:NYSE) - Reportify