Diamond Hill Small-Mid Cap Strategy Q4 2025 New Investments And Exits

Diamond Hill Small-Mid Cap Strategy returned 1.19% (net of fees) and the Russell 2500 Index returned 2.22%. SBA Communications' shares have been pressured by higher interest rates and slower wireless spending, despite a long runway for 5G-related upgrades and highly profitable incremental leasing. We initiated a position in cloud-based web services company Wix.com as shares fell on concerns surrounding Generative AI.

Seeking Alpha • Feb 9, 2026

3 Top REITs To Buy In February 2026

3 Top REITs To Buy In February 2026

Seeking Alpha • Feb 2, 2026

Property Type Round-Up From REITWorld 2025

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Seeking Alpha • Feb 3, 2026

Invitation Homes Announces Tax Treatment of 2025 Dividends

DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes” or the “Company”) today announced the tax treatment of its 2025 dividends for its Common Stock as summarized in the table below. The Company's tax return for 2025 has not yet been filed. As a result, the information in the table below has been calculated using the best available information as of the date of this release. Please note that federal tax laws affect taxpayers differently and the Company cannot advise it.

Business Wire • Jan 22, 2026

Invitation Homes Announces Dates for Fourth Quarter 2025 Earnings Release and Conference Call

DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes,” the “Company,” or "our"), the nation's premier single-family home leasing and management company, will release its fourth quarter 2025 financial and operating results on Wednesday, February 18, 2026, after the market closes. The Company will host a conference call that will be webcast live on Thursday, February 19, 2026, at 11:00 a.m. Eastern Time to review fourth quarter results, discuss recent events, and conduct.

Business Wire • Jan 21, 2026

Invitation Homes Acquires ResiBuilt to Expand In-House Development

INVH buys Resibuilt for $89M, adding BTR development expertise to boost efficiency, cost control and growth across fast-growing Sun Belt markets.

Zacks Investment Research • Jan 19, 2026

Invitation Homes Acquires ResiBuilt to Enhance Development Capabilities and Deliver More Housing Solutions for American Families

DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) ("Invitation Homes" or the "Company"), the nation's premier single-family home leasing and management company, announced today its acquisition of ResiBuilt Homes, LLC (“ResiBuilt”), a leading build-to-rent (“BTR”) developer in high-growth markets across the Southeast. The acquisition strengthens Invitation Homes' ability to deliver thoughtfully designed communities that meet the needs of today's families. By increasing housing supply t.

Business Wire • Jan 16, 2026

Buy The Dip: Quality Dividend Growth Stocks Getting Way Too Cheap

The market is reacting to headlines, not fundamentals. Deep discounts are creating unusually asymmetric setups in quality dividend growth stocks. Patient income investors may be getting a rare gift to lock in big yields with strong dividend growth profiles.

Seeking Alpha • Jan 16, 2026

Invitation Homes And American Homes 4 Rent Just Got Interesting

Invitation Homes (INVH) and American Homes 4 Rent (AMH) have entered value territory after a sharp selloff tied to potential institutional buying bans. SFR REITs face near-term headwinds from a 2022–2023 supply wave, but long-term fundamentals remain strong with high margins and scale advantages. INVH and AMH now trade at 16.0x and 17.8x AFFO, respectively, and at significant discounts to NAV, making INVH particularly attractive.

Seeking Alpha • Jan 16, 2026

Wall Street Isn't The Housing Problem

Single Family Rental REITs and private-equity stocks sold off sharply this week after President Trump floated the idea of banning large institutional investors from purchasing single-family homes. While we doubt this sweeping policy ultimately becomes law, there is a non-zero chance some version advances, as housing affordability becomes a major focus in 2026 ahead of midterms. We believe it is reasonable that any policy would include a public REIT carve-out, consistent with existing legal precedent that treats REITs as transparent, regulated, and distinct from private equity.

Seeking Alpha • Jan 9, 2026