American Homes 4 Rent (AMH) filed a new investor presentation providing a business update that includes recent operational metrics and a reiteration of its full-year 2026 financial guidance. The update highlights steady portfolio performance and ongoing execution of its development and capital recycling strategy.
Key Details
- August 2026 Operating Metrics: For the quarter-to-date period in August, Same-Home average occupancy was 96.0%, with blended lease rate spreads of 2.7%, anchored by strong renewal rates.
- Reaffirmed 2026 Guidance: The company reaffirmed its full-year 2026 outlook, which includes Core FFO per share of $1.93 - $1.97 (midpoint 4.3% growth) and Same-Home core revenue growth of 1.50% - 3.00%.
- Development & Dispositions: AMH expects approximately 1,900 total development deliveries in 2026 and anticipates over $500 million in disposition proceeds for the year to match-fund its development plan.