Invitation Homes Announces Tax Treatment of 2024 Dividends

Invitation Homes Announces Tax Treatment of 2024 Dividends

DALLAS–(BUSINESS WIRE)–
Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes” or the “Company”) today announced the tax treatment of its 2024 dividends for its Common Stock as summarized in the table below. The Company’s tax return for 2024 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 its stockholders on how distributions should be reported on their federal income tax returns. Please also note that state and local taxation of real estate investment trust distributions varies and may not be the same as the federal rules. Stockholders must consult with their own tax advisors regarding their specific tax treatment of these dividends.

Invitation Homes Inc. Common Stock (1)

CUSIP 46187W107

 

Box 1a

Box 2a

Box 2b

Box 2e

Box 2f

Box 5

Record Date

Payable Date

Cash

Distribution

Taxable Dividend

(2)

 

Total

Ordinary

Dividends

Total

Capital

Gain Distr. (3)

Unrecap.

Sec. 1250

Gain (4)

Sec. 897

Ordinary

Dividends (4)

Sec. 897

Capital

Gain (4)

Sec. 199A

Dividends

(5)

12/27/2023

1/19/2024

$0.280000

$0.002810

 

$0.001979

$0.000831

$0.000178

$0.000001

$0.000826

$0.001979

3/28/2024

4/19/2024

$0.280000

$0.280000

 

$0.197244

$0.082756

$0.017705

$0.000051

$0.082225

$0.197244

6/27/2024

7/19/2024

$0.280000

$0.280000

 

$0.197244

$0.082756

$0.017705

$0.000051

$0.082225

$0.197244

9/26/2024

10/18/2024

$0.280000

$0.280000

 

$0.197244

$0.082756

$0.017705

$0.000051

$0.082225

$0.197244

12/26/2024

1/17/2025

$0.290000

$0.290000

 

$0.204289

$0.085711

$0.018338

$0.000053

$0.085161

$0.204289

 

 

$1.410000

$1.132810

 

$0.798000

$0.334810

$0.071631

$0.000207

$0.332662

$0.798000

1.

All dollar amounts reported above are per share and all section references are to the Internal Revenue Code of 1986, as amended, or the Treasury Regulations promulgated thereunder.

2.

The $0.280000 common stock distribution with a record date of December 27, 2023 and a payable date of January 19, 2024 represents a split-year distribution; $0.277190 of the total amount is considered a distribution made in 2023 for federal income tax purposes.

3.

Of the amount reported as total capital gain distribution in Box 2a, the One Year Amounts Disclosure is 0.641558% and the Three Year Amounts Disclosure is 0.000000% for purposes of Sec. 1061, which generally applies to direct and indirect holders of “applicable partnership interests.”

4.

These amounts are a subset of, and included in, the total capital gain distribution in Box 2a.

5.

These amounts are a subset of, and included in, the total ordinary dividends in Box 1a.

About Invitation Homes:

Invitation Homes, an S&P 500 company, is the nation’s premier single-family home leasing and management company, meeting changing lifestyle demands by providing access to high-quality, updated homes with valued features such as close proximity to jobs and access to good schools. The company’s mission, “Together with you, we make a house a home,” reflects its commitment to providing homes where individuals and families can thrive and high-touch service that continuously enhances residents’ living experiences.

Investor Relations Contact:

Scott McLaughlin

844.456.INVH (4684)

[email protected]

Media Relations Contact:

Kristi DesJarlais

844.456.INVH (4684)

[email protected]

KEYWORDS: Texas United States North America

INDUSTRY KEYWORDS: Other Construction & Property Architecture Residential Building & Real Estate Construction & Property Urban Planning

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