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Sunstone Spent $31M on CapEx and Bought Back $36M in Stock. Same Quarter. That's a Statement. RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story. Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight. Marriott's Fee Machine Just Posted a $1.43 Billion Quarter. Guess Who Funded It. 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 Spent $31M on CapEx and Bought Back $36M in Stock. Same Quarter. That's a Statement. RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story. Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight. Marriott's Fee Machine Just Posted a $1.43 Billion Quarter. Guess Who Funded It. 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.

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Macau Hoteliers and Innkeepers Association

1 story · First covered May 4, 2026 · Latest 2d ago

Works at Macau hotel market

Macau Hoteliers and Innkeepers Association Coverage

Macau Hotels Running 92% Occupancy With Rate Pressure. Sound Familiar?

Operations

2d ago

Macau Hotels Running 92% Occupancy With Rate Pressure. Sound Familiar?

Macau's hotel sector just posted 92.3% occupancy with a 16% jump in international guests, and operators there are still watching room rates slide. If you think volume-over-rate is just an Asian gaming market problem, you haven't been paying attention to your own comp set.

MS

Mike Storm 3 min read · 2d ago