AMH - American Homes 4 Rent (AMH) Q4 2023 Earnings Call Transcript
2024-02-23 17:37:06 ET
American Homes 4 Rent (AMH)
Q4 2023 Earnings Conference Call
February 23, 2024, 12:00 PM ET
Company Participants
Nick Fromm - Director, IR
David Singelyn - CEO
Bryan Smith - COO
Chris Lau - CFO
Conference Call Participants
Juan Sanabria - BMO Capital Markets
Jeff Spector - Bank of America
Steve Sakwa - Evercore ISI
Keegan Carl - Wolfe Research
Cooper Clark - Wells Fargo
Eric Wolfe - Citi
Haendel St. Juste - Mizuho Securities
Adam Kramer - Morgan Stanley
Michael Goldsmith - UBS
Brad Heffern - RBC Capital Markets
Linda Tsai - Jefferies
Jesse Lederman - Zelman & Associates
Austin Wurschmidt - KeyBanc Capital Markets
Omotayo Okusanya - Deutsche Bank
Presentation
Operator
Greetings, and welcome to the AMH Fourth Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. [Operator Instructions] As a reminder, this conference is being recorded.
It is now my pleasure to introduce your host, Nick Fromm, Director of Investor Relations. Thank you, you may begin.
Nick Fromm
Good morning, thank you for joining us for our Fourth Quarter 2023 Earnings Conference Call. With me today are David Singelyn, Chief Executive Officer; Bryan Smith, Chief Operating Officer; and Chris Lau, Chief Financial Officer.
Please be advised that this call may include forward-looking statements. All statements other than statements of historical fact included in this conference call are forward-looking statements that are subject to a number of risks and uncertainties that could cause actual results to differ materially from those projected in these statements. These risks and other factors that could adversely affect our business and future results are described in our press releases and in our filings with the SEC. All forward-looking statements speak only as of today, February 23, 2024. We assume no obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise, except as required by law. A reconciliation of GAAP to non-GAAP financial measures is included in our earnings release and supplemental information package.
As a note, our operating and financial results including GAAP and non-GAAP measures are fully detailed in our earnings release and supplemental information package. You can find these documents, as well as SEC reports and the audio webcast replay of this conference call on our website at www.amh.com.
With that, I will turn the call over to our CEO, David Singelyn.
David Singelyn
Thank you, Nick. Good morning, everyone, and thank you for joining us today.
As you may have seen in last night's press release, I announced my intent to retire at the end of the year. It has been an honor to lead this company over the past 12 years, and I cannot be more proud of the leadership team we have in place, who are ready to take the rein.
I want to congratulate Bryan Smith, our Chief Operating Officer, who is named to be our next Chief Executive Officer upon my retirement. Bryan is a talented and experienced executive who has driven our business strategy and operations since the beginning. Additionally, we have elevated Chris Lau, to the role of Senior Executive Vice President and Chief Financial Officer. I know with this highly talented management team, AMH stands ready to seize the opportunities ahead....
American Homes 4 Rent (AMH) Q4 2023 Earnings Call Transcript