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Dallas Tanner

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, president and CEO of Invitation Homes, discussed the company's second-quarter 2026 results and recent housing policy developments. He stated that the recently enacted housing law provides greater clarity for the business and includes provisions to encourage new construction, a goal he said the company supports. Tanner also noted that Invitation Homes repurchased $100 million of stock in the second quarter, bringing total repurchases to $600 million since December at an average price of over $26 per share, funded largely by home sales priced above public market valuations. In public appearances, Tanner commented on housing market conditions, saying mortgage rate volatility significantly affects the market and that new home sales represent an abnormally high share of total sales. He described the affordability gap between renting and owning as roughly $1,000 per month in the company's markets. Tanner also discussed the company's expansion into build-to-rent communities and lending, noting nearly $300 million in loans to small regional developers this year. He expressed views on institutional ownership in housing, saying the industry has been "painted as a boogeyman" in affordability debates, and argued that companies like his are adding new supply. He also mentioned that younger demographics increasingly seek flexibility, such as lease-to-own options, which he said could lead to a more dynamic housing environment.

Recent appearances

Notable quotes

“If you look at that housing bill, it's like 300 some odd pages, the final version came through. The piece about SFR, which got sort of the most attention when the tweet was in January, you know, it's about 20 pages. And you know, where I came encouraged from the process, we obviously spent a lot of time in DC. I came very encouraged that both sides of the aisle were open to healthy discussion.”

“I do think there is a misnomer in terms of like who the average home buyer is today. And I think the unfortunate piece, and it's not all wrong. I want to be fair to like all sides of the argument, but like it's not a 23 or 24 year old trying to buy a house today.”

“If you look at that housing bill, it's like 300 some odd pages, the final version came through. The piece about SFR, which got sort of the most attention when the tweet was in January, you know, it's about 20 pages. And you know, where I came encouraged from the process, we obviously spent a lot of time in DC. I came very encouraged that both sides of the aisle were open to healthy discussion. Now it was really clear”

“Mortgage rate volatility has tons to do with what happens in the housing market. We all know that, but you have to actually like believe it. So when you think about Ryan's business, these guys have done a wonderful job buoying up housing prices over the last three to five years by buying down mortgage rates. The percentage of new home sales as in total aggregate of all home sales is abnormally high right now and has ”

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