Shadow ‘accidental landlord’ housing market supply could be looming, says giant institutional landlord

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. Invitation Homes, one of the nation’s largest single-family rental landlords with 85,961 wholly owned homes, says the rental supply picture is improving recently in some markets that have been hardest hit by the multiple-year cyclical cooling that followed the pandemic housing boom. But on its Q3 2026 earnings call on Thursday, management flagged a wild card it’s keeping an eye...