Lawler: Update on American Homes for Rent (AMH)

From housing economist Tom Lawler:

Below is a table derived from the Q4/2023 (and earlier) “Earnings Release and Supplemental Information Package” from American Homes for Rent (AMH), a large institutional investor in single-family rental homes. Also below is the table shown in last week’s report for Invitation Homes (INVH).

Recall that INVH said that las…