American Homes 4 Rent: directors' dealings · United States · SEC (Form 4)

About American Homes 4 Rent

American Homes 4 Rent (NYSE: AMH) is a leading U.S. residential real estate platform focused on the ownership, development, renovation, leasing, and professional management of single-family rental homes. The company is based in Las Vegas, Nevada, and was built in the early 2010s around an institutional-scale rental housing model. Its operating partnership was formed in 2012, and the business has since evolved into one of the largest publicly traded single-family rental operators in the United States. AMH’s core portfolio exceeds 61,000 single-family properties across the Southeast, Midwest, Southwest, and Mountain West regions of the United States. This footprint gives the company broad geographic diversification and exposure to markets where household formation, population growth, and housing affordability constraints continue to support rental demand. The company also operates under the AMH Living and American Homes 4 Rent brands in certain states. In practical terms, AMH serves residents seeking a professionally managed alternative to traditional apartment living, with purpose-built homes that typically offer more space, privacy, and suburban-style amenities. From a business-model perspective, AMH stands out because it is not just a landlord; it is also a developer and operator. That integrated approach allows the company to source land, build homes, lease them, manage resident experience, and recycle capital across the portfolio. This vertical integration can support better asset quality, operational control, and long-term value creation. The company is also recognized as a major U.S. build-to-rent homebuilder, which makes it a meaningful participant in the supply side of the housing market, not merely a passive owner of existing stock. The competitive backdrop is favorable for a scaled platform with national reach. Demand for single-family rentals has been supported by affordability pressures in homeownership, mobility preferences, and the structural shortage of housing in many U.S. markets. AMH’s large scale, brand recognition, and development pipeline provide advantages in sourcing, operations, and portfolio growth. Recent company updates reinforce a disciplined growth and capital-allocation strategy. In 2025, AMH priced $650 million of senior notes due 2030 to refinance debt and fund general corporate purposes, including acquisitions and development. In February 2026, the company reported full-year 2025 results showing revenue growth, continued portfolio occupancy strength, a 10% increase in the quarterly distribution, and ongoing share repurchases. For French-speaking investors, AMH offers a listed real-estate exposure on the NYSE in the United States with a clear thematic angle: professionally managed single-family rental housing and build-to-rent supply growth.