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Analyst
Jason Sabshon
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 20%1 of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 1 company
INVHInvitation Homes5 questions · 5 reporting periods · 1 of 5 challenging
Calendar 2026 Q2
how much of the new lease rate growth do you think is seasonal versus improvement in underlying conditions?
Show response
Asked by Jason Sabshon on for Jade Rahmani. Lobner argued falling unique for-lease listings against steady demand points to genuine fundamental improvement.
Calendar 2026 Q1
In the higher-for-longer rate environment and with the regulatory uncertainty, have you seen any movement in pricing from sellers
Show response
Dallas noted no meaningful cap rate movement. Some interesting opportunities on finished spec inventory but capital being very cautious in murky regulatory environment. End-user market remains mortgage-rate driven. Nothing compelling enough to drive acquisitions at present.
Calendar 2025 Q4
homebuilders are offering rates below 4% in markets such as Phoenix. Can you comment on the supply-demand balance in key Sunbelt markets and whether you're seeing an increase in move-outs to buy
Show response
Dallas noted MLS inventory nearly 2x prior year but seasonally adjusted transactions still under 4 million. Property tax and insurance costs making ownership burden more egregious. 30-year mortgage around low 6s needs further decline to drive meaningful buyer activity.
Calendar 2025 Q1
Have you seen, an increase in any move outs due to lower mortgage rates and homebuilder incentives
Show response
Charles confirmed move-out-for-purchase at historically low mid-teens percentage. Builders buying down rates performing well but not materially impacting INVH's retention.
Calendar 2024 Q4
Are you guys seeing any increased interest in third parties and partnering or taking interest in the portfolio? Because SFR certainly remains a high-interest sector for institutional investors
Show response
Dallas confirmed frequent inbounds from institutional investors. Focused on partners with scale, market overlap, and similar operating philosophy. Scott noted partners pruning portfolios gives INVH first-look acquisition opportunities.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| INVH Invitation Homes | 5 | 20%1 of 5 questions |
- INVHInvitation Homes · 5 questions20%1 of 5 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 100%1 of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Capital Allocation2
- Competitive Dynamics2
- Pricing1
- Macroeconomic1