Co-Founder, Chief Executive Officer, President & Director, Invitation Homes
Search every verified Dallas Tanner interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dallas Tanner, CEO of Invitation Homes, discussed the company’s performance and outlook during its Q4 2024 earnings call on February 13, 2025. He noted that the company was among the first to identify the moderating impact of new home deliveries in some markets and is taking a measured approach to 2025, remaining vigilant about new supply, potential tariffs, and prolonged higher mortgage rates. Tanner also highlighted that 46 million American households lease their primary residence, with nearly one in three choosing single-family homes, and that the average cost of leasing a single-family home is about $1,100 a month cheaper than owning. In a June 2025 interview at Nareit’s REITweek, Tanner described build-to-rent communities as a major growth driver for Invitation Homes. He said that younger demographics want flexibility and optionality, such as leases with an option to purchase later, and that as companies offer these products, the housing environment could become more dynamic and less dependent on mortgage rates. Tanner also addressed criticism of institutional owners in housing, stating that the company has been “painted with a brush that we’re the problem, not the solution,” and noted that some media outlets have defended Invitation Homes for adding new supply and being productive.
“Last summer, we were among the first to call out the moderating impact that new home deliveries were having in some of our markets. We continue to work through this and are seeing some early signs of improvement. At the same time, we are taking a measured approach with our initial expectations for 2025 and remaining vi...”
“As a reminder, there are 46 million American households who lease their primary residence. And among those, nearly one in three choose to lease a single family home. With our average resident age of 38 years old, this includes many millennials and young families who desire the flexibility and convenience of leasing a s...”
“The rent-to-own category, some of these other categories that are create flexibility for younger demographics, which candidly really want flexibility. They're not making the same decisions as my parents did or even I did. They want to be flexible, they want optionality, they want maybe a lease with an option to purchas...”
“The reality is we've sort of been painted with a brush that we're the problem, not the solution. I think what's been interesting in the current debate has been we've actually had a quite a few even media outlets come to our defense. They were like, 'Hold on here. These guys are adding new supply. They're doing a lot of...”
“In our markets, leasing one of our homes saves residents on average almost $1,000 per month compared to owning, according to data from John Burns. That is not a temporary dislocation. It reflects higher mortgage rates, increased home prices, and the structural cost of home ownership. For millions of American families,...”
“During the quarter, we completed the full $500 million share repurchase authorization approved by our board last October, including $400 million of buybacks since our February earnings call. Our board has also just approved a new $500 million repurchase authorization and we will continue to evaluate the best uses of ca...”
“I've spent a lot of time working with other industry leaders in Washington DC to advocate on behalf of our industry and our residents. I've met frequently with policy makers at the White House, Treasury, and Capitol Hill on both sides of the aisle. Everyone is focused on the same objective of making housing more afford...”
“Renting provides an attractive alternative for many households. Which is why since 1965 about 1 in 3 of all Americans have rented their home. Yet with only 10% of multifamily apartments offering three or more bedrooms, there is a clear gap in family-oriented rental options. This is where we're proud to lead. Providing...”
“We have more than 160,000 residents today currently enrolled with residents having seen an average credit score increase of 50 points. This strengthens their financial foundation, lowers borrowing costs, and improves their ability to qualify for a mortgage when the time is right.”
“I believe through the trade association also the work that we've been doing with the companies in the NRC I believe we've been able to highlight appropriately where SFR and more importantly professionally operated single family rental lives in this in the broader ecosystem. Um that being said I think it's a little too...”
“We see meaningful value in our shares and expect to continue repurchasing as opportunities permit. I think for us it'll be about when the opportunities are available to us as John said with always thinking about where our current cost of capital is and highest best use on a risk adjusted basis for economic returns that...”
“I think the important part here is that we want to meet customers where they are and there's certainly a number of customers we see it in our business day in and day out that transition from rental to home ownership. I think in the last quarter is around 16 or 17% traditionally it's been between 20 and 25%. We do that...”
“The rental market is benefiting significantly because high home prices are pushing more Americans to seek alternative options, which indicates a shift in housing demand dynamics.”
“Despite strong new home starts and builder sentiment, the real driver of growth in the housing sector is the rental market, which is seeing increased demand due to affordability issues.”
“The high property taxes, insurance, HOA fees, and mortgage rates are making homeownership about $1,000 a month more expensive than renting, which influences consumer choices.”
Dallas Tanner, president and CEO of Invitation Homes Inc. (NYSE: INVH), sat down for a video interview at Nareit's REITweek: ...
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Dallas Tanner, CEO of Invitation Homes Inc. (NYSE: INVH), sat down for a video interview at Nareit's REITweek: 2024 Investor ...
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