Kirpal Kooner/iStock via Getty Images There comes a time when market capitulation produces great opportunities for income and value investors. That’s where having patience pays off, as getting a long-term compounder at a below-average price can shave years from one’s wealth-compounding journey. This brings me to Invitation Homes ( INVH ), which I last covered a while back in June 2021, highlightin...
Kirpal Kooner/iStock via Getty Images There comes a time when market capitulation produces great opportunities for income and value investors. That’s where having patience pays off, as getting a long-term compounder at a below-average price can shave years from one’s wealth-compounding journey. This brings me to Invitation Homes ( INVH ), which I last covered a while back in June 2021, highlighting risks around its high valuation, which I viewed as being in bubble territory at the time. My " Sell" rating at the time appears to have been a prudent call, with the stock having declined by 31% since my last piece, far underperforming the 64% rise in the S&P 500 ( SPY ) over the same timeframe. At the current price of $25.62, INVH trades just shy of its 52-week low with a forward P/FFO of 13.0 and carries a 4.7% dividend yield, as shown below. INVH Stock 1-Yr Trend (Seeking Alpha) In this article, I revisit INVH, including recent business results , and discuss why a capitulating market price on this stock spells opportunity for long-term value and income investors, so let’s get started! Why INVH? Invitation Homes is one of the largest owners and operators of single-family rental homes in the United States. It was originally founded by Blackstone Group ( BX ) and became an independent publicly traded company in 2017. INVH’s focus is concentrated on high-growth Sunbelt markets such as Florida, Georgia, Texas, Arizona, and the Carolinas. These are states where population growth, housing affordability constraints, and lifestyle migration trends continue to support rental demand. INVH produced steady growth during Q4 2025, with same-store revenue growing by 1.7% over the prior year period. This was partially offset, however, by property operating expense growth of 4% YoY, resulting in SSNOI growth of just 0.7% YoY. Core FFO per share rose by 1.3% YoY during Q4 to $0.48. For the full year, INVH’s Core FFO/share rose by 1.7% YoY to $1.91. INVH’s rent growth was impacted by temp...
Stifel applied technology analyst Ruben Roy — alongside D.A. Davidson head of technology research Gil Luria — explores what the next catalysts could be for AI hyperscalers, such as Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOG, GOOGL). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Stifel applied technology analyst Ruben Roy — alongside D.A. Davidson head of technology research Gil Luria — explores what the next catalysts could be for AI hyperscalers, such as Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOG, GOOGL). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Cryptocurrency analyst Willy Woo countered former White House official David Stockman‘s critique of Bitcoin’s (CRYPTO: BTC) “store of value” narrative on Tuesday, noting that top Wall Street stocks endured similar volatility in the past. Stockman Mocks Bitcoiners In an X...
Cryptocurrency analyst Willy Woo countered former White House official David Stockman‘s critique of Bitcoin’s (CRYPTO: BTC) “store of value” narrative on Tuesday, noting that top Wall Street stocks endured similar volatility in the past. Stockman Mocks Bitcoiners In an X...
Perhaps no company holds a stronger position in the artificial intelligence (AI) industry than Taiwan Semiconductor Manufacturing (NYSE: TSM) . TSMC (as it is also known) is the primary manufacturer of the most advanced AI accelerators and works with the top design companies in the industry to bring these chips to market. Amid that positioning, it predicted that AI chip revenue would grow at a 60%...
Perhaps no company holds a stronger position in the artificial intelligence (AI) industry than Taiwan Semiconductor Manufacturing (NYSE: TSM) . TSMC (as it is also known) is the primary manufacturer of the most advanced AI accelerators and works with the top design companies in the industry to bring these chips to market. Amid that positioning, it predicted that AI chip revenue would grow at a 60% compound annual growth rate (CAGR) through 2029. That suggests TSMC stock is a buy. But is that actually the case? Let's take a closer look. Continue reading
SAN FRANCISCO, February 26, 2026--Upwind, the runtime-first cloud security leader, today announced that its cloud-native application protection platform (CNAPP) is now integrated with the Extended plan in AWS Security Hub, Amazon Web Services’ unified security solution. This integration enables customers to gain deep, real-time visibility across their AWS workloads while reducing alert noise and f...
SAN FRANCISCO, February 26, 2026--Upwind, the runtime-first cloud security leader, today announced that its cloud-native application protection platform (CNAPP) is now integrated with the Extended plan in AWS Security Hub, Amazon Web Services’ unified security solution. This integration enables customers to gain deep, real-time visibility across their AWS workloads while reducing alert noise and focusing on the risks that matter most. By combining AWS detection services with Upwind’s runtime con
vzphotos Equinix Inc. ( EQIX ) and Canada Pension Plan Investment Board are close to an agreement to acquire atNorth Holding AB, a pan-Nordic data center operator. The consortium is close to a deal that could value atNorth at about $4 billion, including debt, according to a Bloomberg report on Thursday, which cited people familiar with the matter. A purchase of atNorth, which is owned by Partners ...
vzphotos Equinix Inc. ( EQIX ) and Canada Pension Plan Investment Board are close to an agreement to acquire atNorth Holding AB, a pan-Nordic data center operator. The consortium is close to a deal that could value atNorth at about $4 billion, including debt, according to a Bloomberg report on Thursday, which cited people familiar with the matter. A purchase of atNorth, which is owned by Partners Group Holding ( PGPHF ), may be announced as soon as this week. While talks are advanced, a possible deal could still face delays, according to the report. CPPIB, Equinix and Partners Group declined to comment to Bloomberg. More on Equinix Equinix: Strong Bookings Momentum And AI Tailwinds, But The Stock Is Overvalued Equinix, Inc. (EQIX) Q4 2025 Earnings Call Transcript Equinix, Inc. 2025 Q4 - Results - Earnings Call Presentation Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge Equinix outlines 9–10% 2026 revenue growth as AI-driven bookings accelerate
The largest US public pension isn’t fazed about tremors in the private credit market driven by artificial intelligence’s potential threat to software, according to its chief executive officer, Marcie Frost . Only about 4% of the California Public Employees’ Retirement System ’s roughly $615 billion of assets are allocated to the private debt market, Frost said in an interview with Bloomberg TV on ...
The largest US public pension isn’t fazed about tremors in the private credit market driven by artificial intelligence’s potential threat to software, according to its chief executive officer, Marcie Frost . Only about 4% of the California Public Employees’ Retirement System ’s roughly $615 billion of assets are allocated to the private debt market, Frost said in an interview with Bloomberg TV on Thursday. The pension set an 8% target for investments in the asset class, she said. “We believe the book is diversified enough,” Frost said. “The team is really not too concerned about the software exposure that we’re hearing a lot about.” The $1.8 trillion private credit market has been shaken by anxiety about loans issued by direct lenders, especially to software firms. Recent advances in AI have stoked fears that it could crush software companies’ business models by automating tasks. Private credit default rates could surge as high as 15% from between 3% and 5% now, UBS Group AG analysts said this week. Related Story: Private Credit’s Great Divide: Imminent Crisis or ‘No Big Deal’ Some of Calpers’ largest private-debt commitments include $3 billion to Blackstone Real Estate Debt Strategies V and $2.3 billion to an Ares Senior Direct Lending Fund III , according to its website . Calpers also has $2.1 billion committed to three Blue Owl Capital Inc funds. Blue Owl, facing heavy redemption requests from individual investors for one of its funds, sold loans to Calpers and two of North America’s other biggest pension funds, Bloomberg reported last week. Frost wasn’t asked about the purchase directly, but said she “wasn’t aware” of being approached by private credit firms to buy their loans. “We will always take a phone call,” Frost said.
"You're Not Alone": Reporters Comfort Those Triggered And Traumatized By Scenes Of Patriotism Authored by Jonathan Turley, This week, most Americans found a moment of rare unity in our pride over the performance of our athletes in the Winter Olympics. After years of rage politics, there was a brief respite as we joined in cheering our team in representing the United States in Milan and Cortina. We...
"You're Not Alone": Reporters Comfort Those Triggered And Traumatized By Scenes Of Patriotism Authored by Jonathan Turley, This week, most Americans found a moment of rare unity in our pride over the performance of our athletes in the Winter Olympics. After years of rage politics, there was a brief respite as we joined in cheering our team in representing the United States in Milan and Cortina. Well, most of us. Some in the media found the entire demonstration of patriotism to be intolerable and triggering. What is striking is how this aversion to our flag and country was so openly expressed in major media. This week, the nightmare continued for some on the left who were traumatized by seeing the American flag and open displays of patriotism. Jack Hughes, one of the heroes of the gold medal hockey game, returned to New Jersey to play and was met with cheers of “USA, USA” and a sea of American flags. Hughes immediately called his Olympic teammate Tage Thompson of the visiting Buffalo Sabres to the ice to join him. The two skated arm in arm as the crowd celebrated them and our country. It was another unifying moment for the country. The fans joined arm in arm to relish this moment for the nation. These scenes are clearly having a different impact on some on the left. The HuffPost even published an article with therapeutic advice for liberals triggered by seeing so many American flags. The liberal publication ran an article titled “There’s a Name for the Discomfort You’re Feeling Watching the Olympics Right Now.” It then published it a second time before the gold-medal hockey game with Canada — presumably to prepare its readers for the nightmare of the United States actually winning. The subheading read, “If waving the American flag or chanting ‘USA!’ turns you off right now, you’re not alone.” Senior writer Monica Torres began the article with this line: “While President Donald Trump’s deportation agenda separates families, and federal agents detain 5-year-olds and ki...