Invitation Homes (INVH) Acquires ResiBuilt for $89M to Enhance Housing Supply
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Source: seekingalpha
- Acquisition Deal: Invitation Homes acquired Southeast-based build-to-rent developer ResiBuilt for $89 million, with potential earn-out payments of up to $7.5 million, enhancing its ability to meet consumer housing needs.
- Market Reaction: Following President Trump's announcement to ban large institutional investors from purchasing single-family homes, Invitation Homes' stock dropped 6% on January 7, but has since recovered slightly, now 3.7% lower than its January 6 close.
- Future Growth Potential: The deal includes 23 existing fee-building contracts and additional third-party fee opportunities, expected to modestly accrete to Invitation Homes' 2026 AFFO per share, while securing options for approximately 1,500 well-located lots for future acquisitions.
- Corporate Structure: ResiBuilt's parent company, RESICAP, will remain independent post-transaction, continuing operations in existing BTR and single-family rental ventures, but will be restricted from competing with ResiBuilt in ground-up BTR construction.
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Analyst Views on INVH
Wall Street analysts forecast INVH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INVH is 32.67 USD with a low forecast of 26.35 USD and a high forecast of 38.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
6 Buy
10 Hold
0 Sell
Moderate Buy
Current: 26.350
Low
26.35
Averages
32.67
High
38.00
Current: 26.350
Low
26.35
Averages
32.67
High
38.00
About INVH
Invitation Homes Inc. is a real estate investment trust that conducts its operations through Invitation Homes Operating Partnership LP (INVH LP). INVH LP is engaged in owning, renovating, leasing, and operating single-family residential properties. Through THR Property Management L.P., a subsidiary of INVH LP, and its wholly owned subsidiaries (collectively, the Manager), it provides all management and other administrative services. The Manager provides professional property and asset management services to portfolio owners of single-family homes for lease. It has a vertically integrated operating platform that enables the Company to acquire, renovate, lease, maintain, and manage both the homes it owns and those it manages on behalf of others. The Company’s business activity includes property operations, marketing and leasing, digital marketing initiatives and branding, resident relations and property maintenance, and investment and asset management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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