Key Takeaways INVH acquired 300 new homes for over $100M in growth markets like Dallas, Denver, and Nashville. INVH launched a developer lending program with a $32.7M loan to build a community of 156 homes in Houston. The loan gives INVH the option to acquire the Houston community after stabilization.Invitation Homes (INVH) recently provided an update on its acquisitions and also announced that it has entered into its first agreement to launch a developer lending program.From the beginning of the second q ...

Core Insights - WillScot (WSC) reported a revenue of $559.55 million for the quarter ended March 2025, reflecting a decrease of 4.7% year-over-year and a slight miss of 0.48% against the Zacks Consensus Estimate of $562.22 million [1] - The earnings per share (EPS) for the quarter was $0.24, down from $0.29 in the same quarter last year, resulting in an EPS surprise of -14.29% compared to the consensus estimate of $0.28 [1] Revenue Breakdown - Leasing revenue amounted to $434.39 million, which was below the average estimate of $448.46 million, marking a year-over-year decline of 5.7% [4] - Delivery and installation revenue was reported at $88.66 million, slightly above the estimated $88.54 million, but down 11.7% from the previous year [4] - Total leasing and services revenue was $523.05 million, compared to the average estimate of $537.01 million [4] - Sales revenue from rental units was $14.06 million, below the estimated $14.45 million, but showed a year-over-year increase of 10.6% [4] - Sales revenue from new units reached $22.44 million, significantly exceeding the average estimate of $16.10 million, representing a year-over-year growth of 66.2% [4] Stock Performance - Over the past month, WillScot's shares have declined by 13.4%, contrasting with a minor decrease of 0.7% in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Invitation Homes (INVH) is slated to report first-quarter 2025 results on April 30, after market close. The company’s quarterly results are likely to display a year-over-year increase in revenues and no change in funds from operations (FFO) per share.In the last reported quarter, this residential real estate investment trust (REIT) posted a core FFO per share of 47 cents, meeting the Zacks Consensus Estimate. Results reflected higher same-store net operating income (NOI) and same-store blended rent. However ...