American Homes 4 Rent (NYSE:AMH) Q3 2025 Earnings Call October 30, 2025 12:00 PM ET Company ParticipantsNicholas Fromm - Director of Investor RelationsJason Sabshon - Equity ResearchChris Lau - CFOBryan Smith - CEOJesse Lederman - Equity Research AssociateLincoln Palmer - COOConference Call ParticipantsAdam Kramer - Equity AnalystJeffrey Spector - AnalystBrad Heffern - AnalystNone - AnalystConnor Fleming - AnalystLinda Tsai - Senior Equity Research AnalystSteve Sakwa - AnalystNick Coulter - AnalystDavid Seg ...

Industry Overview - The single-family rental (SFR) industry is experiencing strong long-term fundamentals, driven by a large millennial cohort entering prime rental age and challenging affordability dynamics [3] - Demand within the SFR industry is expected to remain robust, supporting long-term growth prospects [3] Company Positioning - AMH has strategically built a portfolio of high-quality assets located in superior locations across the United States [4] - The company maintains a well-diversified portfolio footprint, which enhances its market presence [4] - AMH's operations are supported by a robust and efficient services platform, bolstered by ongoing investments in technology [4]