Investor Boosts Stake in Beaten-Down 4.1%-Yielding REIT Amid Market Rally
As equity markets continue their relentless climb—with the S&P 500 up 14% over the past year—dividend yields have compressed to near-record lows. The index now yields just 1.2%, leaving income investors scrambling for alternatives. One contrarian MOVE stands out: a recent accumulation of Invitation Homes (INVH) shares, a single-family rental REIT whose 16% annual decline has pushed its yield to an attractive 4.1%.
The residential landlord's 93,000-property portfolio, concentrated in high-growth SUN Belt and West Coast markets, benefits from structural housing demand. Its operational focus on single-family rentals—a segment with chronic undersupply—provides rare income stability. While tech stocks dominate headlines, this bottom-fishing play highlights how real assets can anchor portfolios during late-cycle rallies.
