American Homes 4 Rent

AMH-N

NYSE:AMH

27.34
0.01 (0.04%)
American Homes 4 Rent is a real estate investment trust based in Agoura Hills, California. It was established in 2012 by Public Storage founder B. Wayne Hughes Early funding included $600 million from the Alaska Permanent Fund.
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Analysis and Opinions about AMH-N

Signal
Opinion
Expert
BUY
BUY
December 2, 2019
A safe, low-Beta stock in single-family homes for rent in America. Revenue growth is a good 4-6% annually.
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A safe, low-Beta stock in single-family homes for rent in America. Revenue growth is a good 4-6% annually.
PAST TOP PICK
PAST TOP PICK
October 31, 2019
(A Top Pick Aug 22/19, Up 3%) Added to it on weakness. Chart has done pretty well. Catalyst is the single family rental market. Really booming in the US. Great opportunity. Share price is discounted and is attractive here.
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(A Top Pick Aug 22/19, Up 3%) Added to it on weakness. Chart has done pretty well. Catalyst is the single family rental market. Really booming in the US. Great opportunity. Share price is discounted and is attractive here.
TOP PICK
TOP PICK
August 22, 2019
The 2nd-biggest single-family rental REIT in America, a sector that's expected to outperform, given low supply and pent-up demand--and lack of affordable housing. Share price trades in line with its NAV. (Analysts’ price target is $27.04)
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The 2nd-biggest single-family rental REIT in America, a sector that's expected to outperform, given low supply and pent-up demand--and lack of affordable housing. Share price trades in line with its NAV. (Analysts’ price target is $27.04)
BUY
BUY
August 16, 2018

A sub-sector he likes in the U.S. are single-family homes. Institutional investors bought up distressed homes during the Recession, then rented out those homes after that period. AMH is a major player in this space and it's trading at a discount to NAV now.

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A sub-sector he likes in the U.S. are single-family homes. Institutional investors bought up distressed homes during the Recession, then rented out those homes after that period. AMH is a major player in this space and it's trading at a discount to NAV now.

BUY
BUY
October 16, 2014

Largest single family home rental owner in the US. Assets across the country. They have an operating platform to manage single family rental homes and he likes it for this reason. Thinks you will see consolidation over the next few years.

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Largest single family home rental owner in the US. Assets across the country. They have an operating platform to manage single family rental homes and he likes it for this reason. Thinks you will see consolidation over the next few years.

BUY
BUY
July 9, 2014

Similar to Tricon, but more diversified. AMH-T is focused on buying single family homes and renting them. 20-25 different cities and are a strong operator. They have to maintain and lease single family homes all over the city. Believes they will be a consolidator as home prices have appreciated in the US. There is an opportunity to build a business based on this through acquisition. The industry is fragmented, but can consolidate over time.

Show full opinionHide full opinion

Similar to Tricon, but more diversified. AMH-T is focused on buying single family homes and renting them. 20-25 different cities and are a strong operator. They have to maintain and lease single family homes all over the city. Believes they will be a consolidator as home prices have appreciated in the US. There is an opportunity to build a business based on this through acquisition. The industry is fragmented, but can consolidate over time.

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