Group 1 - The company invests thousands of hours and over $100,000 annually to identify profitable investment opportunities, resulting in over 200 five-star reviews from members [1] - The release of the Top Picks for 2026 is highlighted, with a limited-time offer for access through a 30-day money-back guarantee [1] - Samuel Smith, the lead analyst, has a diverse background in dividend stock research and holds advanced degrees in engineering and mathematics, leading the High Yield Investor group [1] Group 2 - The High Yield Investor group focuses on balancing safety, growth, yield, and value in their investment strategies [1] - The services provided include real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [1] - An active chat room for like-minded investors is part of the offerings, enhancing community engagement [1]

Invitation Homes Inc. (NYSE:INVH) is among the 20 Best Investments in 2026. Invitation Homes Inc. (INVH) PT Lowered From $33 on Softer Pricing Outlook The next stock on our list is Invitation Homes Inc. (NYSE:INVH). TheFly reported on February 20 that Evercore ISI lowered its price target for INVH from $33 to $31 and gave it an Outperform rating. A softer pricing environment that affected the company's short-term perspective also caused the firm to lower its revenue growth target. Invitation Homes Inc ...

Core Viewpoint - The proposed legislation by Trump aims to prevent large landlords from acquiring additional existing single-family homes, which could help stabilize housing prices during a potential market downturn [1][22]. Group 1: Impact of Legislation - Only 6.3% of single-family rentals (SFRs) are owned by landlords with 100 or more properties, meaning the proposed ban would primarily affect a small segment of the market [2]. - Mom-and-pop landlords, who own 82.6% of SFRs, are the dominant force in the rental market and would not be impacted by the proposed legislation [2][12]. Group 2: Market Dynamics - The single-family rental market has seen a rise in institutional investors since 2011, driven by low borrowing rates that allowed them to purchase homes out of foreclosure [7][8]. - In 2022, major SFR landlords began selling properties at significant profits and shifted their focus to building new rental developments rather than purchasing existing homes [9][12]. Group 3: Build-to-Rent Trend - Build-to-rent developments have become increasingly popular, featuring common amenities and lower operational costs compared to older scattered-site homes [10]. - Major landlords are now acquiring entire build-to-rent developments, with significant investments made in this area since 2022 [15][19]. Group 4: Major Players in the Market - The largest single-family rental landlords include Progress Residential with nearly 100,000 SFRs, Invitation Homes with 97,036 SFRs, and Blackstone with 62,000 SFRs [11][15][17]. - These landlords have shifted strategies, moving away from scattered-site acquisitions to focus on building or purchasing new developments [12][16][19].

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 ...

Management attributes the current demand for single-family rentals to a significant affordability gap, noting that renting in their markets is approximately $12,000 cheaper annually than owning. The acquisition of ResiBuilt marks a strategic pivot toward in-house development, intended to provide greater control over cost, product quality, and delivery pace compared to third-party partnerships. Performance in the fourth quarter was characterized by a 'tale of two cities' in leasing, where strong 4.2% r ...

Core Viewpoint - The article discusses the best Real Estate Investment Trusts (REITs) to consider for investment as February 2026 approaches, starting with the lowest to the highest yielders [1]. Group 1: Company Analysis - Invitation Homes (INVH) is highlighted as one of the REITs under consideration for investment [1].

Core Insights - The build-to-rent (BTR) housing market is gaining traction in the United States, with major investors like Blackstone and AvalonBay Communities recognizing its potential as a new investment class [3][5][9] - The share of new single-family homes being built for rental purposes has increased from 5% to 9%, indicating a shift in market dynamics [1][2] - The median price of a single-family home reached $412,500 in 2024, making homeownership increasingly unattainable for many Americans [4][17] Group 1: Market Trends - The number of BTR single-family housing starts rose from 60,000 to 90,000 between 2021 and 2024, reflecting a growing trend among developers to construct homes for leasing rather than selling [2][5] - The affordability crisis in housing is exacerbated by rising prices and elevated mortgage rates, with the average 30-year mortgage rate projected to remain above 6% until the end of 2026 [17][18] Group 2: Investment Opportunities - Retail investors can participate in the BTR market with minimal capital, as platforms like Arrived allow investments starting at $100 [7][8] - Private real estate funds, such as the Fundrise Flagship Fund, provide access to large, professionally managed property portfolios, allowing investors to diversify without needing significant capital [15][16] - Build-to-suit (BTS) projects in the industrial property market are also on the rise, comprising 29% of new industrial space in 2025, up from 22% in 2024, presenting additional investment opportunities [9][10]

Company Overview - Invitation Homes Inc. (INVH) is a residential real estate investment trust (REIT) with a market cap of $16.1 billion, focusing on single-family rental homes in high-growth Sun Belt and Western U.S. markets [1] Market Performance - INVH has underperformed the broader market over the past 52 weeks, with shares declining 14.1%, while the S&P 500 Index has increased by 15% [2] - Year-to-date, INVH's stock is down 5.2%, compared to a 1.9% return for the S&P 500 [2] - INVH has also lagged behind the iShares Residential and Multisector Real Estate ETF (REZ), which saw marginal gains over the past 52 weeks [3] Regulatory Impact - On January 7, shares of INVH dropped 6% following the Trump administration's announcement to bar large institutional investors from purchasing additional single-family homes, indicating a significant shift in federal housing policy [4] Financial Projections - For the current fiscal year ending in December, analysts expect INVH's Funds From Operations (FFO) to decline slightly to $1.87 year over year [5] - INVH has a strong FFO surprise history, exceeding consensus estimates in the last four quarters [5] Analyst Ratings - Among 24 analysts covering INVH, the consensus rating is a "Moderate Buy," with 10 "Strong Buy," 1 "Moderate Buy," and 13 "Hold" ratings [5] - The configuration of ratings has slightly decreased, with 11 analysts now suggesting a "Strong Buy" [6] - James Feldman from Wells Fargo maintained a "Hold" rating with a price target of $31, indicating an 18.3% potential upside [6] - The mean price target is $33.21, representing a 26.7% premium, while the highest price target of $40 suggests a 52.6% potential upside [6]

Core Viewpoint - Equity Lifestyle Properties (ELS) reported quarterly funds from operations (FFO) of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.78 per share, and showing an increase from $0.76 per share a year ago, indicating a positive performance trend [1] Financial Performance - The company achieved revenues of $373.87 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.16% and showing a slight increase from $372.32 million year-over-year [2] - Over the last four quarters, ELS has only surpassed consensus FFO estimates once [2] Stock Performance - ELS shares have increased approximately 3.8% since the beginning of the year, outperforming the S&P 500, which gained 1.9% [3] Future Outlook - The future performance of ELS stock will largely depend on management's commentary during the earnings call and the company's FFO outlook for upcoming quarters [4][6] - The current consensus FFO estimate for the next quarter is $0.83 on revenues of $391.43 million, and for the current fiscal year, it is $3.18 on revenues of $1.6 billion [7] Industry Context - The REIT and Equity Trust - Residential industry, to which ELS belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [8]

Core Viewpoint - The importance of the "Affordability" issue is increasingly prominent as the U.S. enters the midterm election year, with Trump proposing several policies aimed at addressing this concern [2]. Group 1: Proposed Policies - The proposed policies can be categorized into four areas: housing, finance, cost of living, and defense [21]. - In the housing sector, Trump has proposed two measures: directing Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed securities (MBS) to lower mortgage rates, and restricting large institutional investors from buying single-family homes to stabilize home prices [21][26]. - In the finance sector, a proposal to set a credit card interest rate cap at 10% has been introduced [22]. - For the cost of living, three measures include issuing tariff dividends, requiring large tech companies to cover their electricity infrastructure costs, and a comprehensive healthcare plan aimed at reducing medical expenses [23][24]. - In defense, a proposal has been made to prohibit defense contractors from stock buybacks and dividends while limiting executive compensation [25]. Group 2: Feasibility of Policies - The feasibility of these policies is assessed based on whether they require congressional legislation, the attitudes of both parties, and predictions from the betting market [27]. - Two of the proposed policies do not require congressional approval and have already begun implementation: directing Fannie Mae and Freddie Mac to purchase MBS, and prohibiting defense contractors from stock buybacks and dividends [29][32]. - The remaining five policies may require congressional legislation, with varying degrees of clarity regarding their implementation paths [29][33][34]. Group 3: Potential Impacts - The potential impacts of the proposed policies are significant, particularly in four areas: 1. Directing Fannie Mae and Freddie Mac to purchase MBS could help narrow mortgage loan spreads, although their holdings represent only about 1.1% of the total MBS market [46][50]. 2. Restricting institutional purchases of homes could affect only about 3% of the market, as large investors hold a small share of single-family rentals [53][59]. 3. The proposed credit card interest rate cap could reduce rates by 11%, but the net interest margin for credit card businesses is only around 9% to 10%, potentially making the business unprofitable [63][65]. 4. The prohibition on dividends and buybacks for defense contractors could impact their financial strategies, as these actions currently represent a significant portion of their market value [17]. Group 4: Future Monitoring Points - Key future monitoring points include the Defense Secretary's review of defense contractors on February 6, the State of the Union address on February 24, the presidential budget proposal in February-March, and potential affordability measures that may be announced during the primary election period from May to August [4].