Invitation Home Q4 Earnings Call Highlights

Eisen said ResiBuilt currently has 23 active fee-build contracts, with more than 2,000 home starts planned for 2026 and beyond. Management expects “nearly all” near-term activity to remain third-party fee-based, which Eisen said should generate capital-light earnings and provide “modest accretion” to 2026 AFFO. Beyond contracted work, Eisen said ResiBuilt offers opportunities to develop around 1,500 lots in Atlanta, Charlotte, and Orlando, and that over time Invitation Homes expects to selectively develop h ...