For You Deals Tech Brands Operations Pipeline REITs Labor

LIVE

PEB's FFO Doubled Year Over Year. The Margin Expansion Is the Line That Matters. Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part. Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet. Sunstone Beat Q1 By 300%. The Andaz Miami Beach Is Doing the Heavy Lifting. Office Defaults Hit a 10-Year High. Hotel Developers Should Be on the Phone With Receivers Right Now. A 25-Basis-Point Hike on $15M in Floating-Rate Debt Costs You $37,500 a Year. That's Not Abstract. Spirit Airlines Is Dead. Your Drive-To Market Just Became the Most Valuable Asset You Own. PEB's FFO Doubled Year Over Year. The Margin Expansion Is the Line That Matters. Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part. Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet. Sunstone Beat Q1 By 300%. The Andaz Miami Beach Is Doing the Heavy Lifting. Office Defaults Hit a 10-Year High. Hotel Developers Should Be on the Phone With Receivers Right Now. A 25-Basis-Point Hike on $15M in Floating-Rate Debt Costs You $37,500 a Year. That's Not Abstract. Spirit Airlines Is Dead. Your Drive-To Market Just Became the Most Valuable Asset You Own.

🏢 Company

Auriga Investments

1 story · First covered May 6, 2026 · Latest 3h ago

Hilton Adelaide East End

Auriga Investments Coverage

Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet.

Development

3h ago

Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet.

Hilton's new 251-room Adelaide East End won't open until 2031, but the city already has 15 hotels in development and a RevPAR growth forecast of just 1.7% through decade's end. The math on this pipeline is a case study in what happens when government momentum and developer optimism outrun absorption.

RP

Rav Patel 3 min read · 3h ago