American Homes 4 RentNYSE: AMH

The federal government absorbed most of the economic pain of the pandemic, and that shows up in federal debt to GDP. Big Tech companies paradoxically benefit from a higher Fed Funds Rate, because their cash holdings are immense, and they can earn relatively high yields on that cash. Real estate stopped its short-lived outperformance once interest rates began to rise again in mid-September.

American Homes 4 Rent (NYSE:AMH ) Q3 2024 Earnings Conference Call October 30, 2024 12:00 PM ET Company Participants Nicholas Fromm - Director, Investor Relations David Singelyn - Chief Executive Officer Bryan Smith - Chief Operating Officer Chris Lau - Chief Financial Officer Conference Call Participants Juan Sanabria - BMO Jamie Feldman - Wells Fargo Nick Joseph - Citi Eric Wolfe - Citi Haendel St. Juste - Mizuho Securities Steve Sakwa - Evercore ISI Josh Dennerlein - Bank of America Julien Blouin - Goldman Sachs John Pawlowski - Green Street Adam Kramer - Morgan Stanley Daniel Tricarico - Scotiabank Linda Tsai - Jefferies Brad Heffern - RBC Capital Markets Austin Wurschmidt - KeyBanc Capital Markets Michael Goldsmith - UBS Omotayo Okusanya - Deutsche Bank Jason Sabshon - KBW Operator Greetings, and welcome to the AMH Third Quarter 2024 Earnings Conference Call. At this time all participants are in a listen-only mode.

Although the revenue and EPS for American Homes 4 Rent (AMH) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Acquires High-Quality Portfolio of Nearly 1,700 Single-Family Rental Homes Raises Full Year 2024 Guidance LAS VEGAS , Oct. 29, 2024 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter ended September 30, 2024. Additionally, AMH today announced that in October 2024, the Company acquired a portfolio of nearly 1,700 single-family rental homes for approximately $480 million.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does American Homes 4 Rent (AMH) have what it takes?

I emphasize refocusing on my core competency in real estate and diversifying through dividend ETFs, avoiding the overvalued S&P 500. Current S&P 500 valuations are historically high, suggesting poor future returns; insider buying is low, indicating a potential downturn ahead. Market leadership is shifting from growth to dividend stocks, particularly in real estate and utilities, which have outperformed since July.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does American Homes 4 Rent (AMH) have what it takes?

LAS VEGAS , Oct. 8, 2024 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its third quarter 2024 financial and operating results on Tuesday, October 29, 2024, after the market closes. The Company will host a conference call on Wednesday, October 30, 2024, at 12:00 p.m.

Hurricane Helene caused significant flooding in Ashville, NC, and Atlanta, GA, impacting numerous REIT-owned properties, but the financial impact on REITs is likely less severe than it appears. REITs typically experience knee-jerk selloffs after property damage announcements, but these are often over-reactions and tend to reverse over time. Most REIT-owned properties are durable and well-insured, mitigating long-term financial impacts, though insurance rates may rise, affecting future expenses.