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Sandals Is Spending $200M to Renovate Three Resorts. The Hurricane Made Them Do It Right. Choice Hotels' 2026 Guidance Is Basically Flat. And Wall Street Already Noticed. 16,000 Keys Across Four Countries. One Guy's Building a Pan-Asian Hotel Empire Most Americans Haven't Noticed. A TV Show Just Got Renewed. Here's Why Your Hotel in Toronto Should Care. Disney's Been Renovating the Grand Floridian for Six Years. And They're Still Not Done. Expedia's B2B Bookings Hit $8.7 Billion. Your OTA Commission Check Just Got More Complicated. Airbnb Just Took On $2.5 Billion in Debt It Didn't Need. That Should Worry You. Sandals Is Spending $200M to Renovate Three Resorts. The Hurricane Made Them Do It Right. Choice Hotels' 2026 Guidance Is Basically Flat. And Wall Street Already Noticed. 16,000 Keys Across Four Countries. One Guy's Building a Pan-Asian Hotel Empire Most Americans Haven't Noticed. A TV Show Just Got Renewed. Here's Why Your Hotel in Toronto Should Care. Disney's Been Renovating the Grand Floridian for Six Years. And They're Still Not Done. Expedia's B2B Bookings Hit $8.7 Billion. Your OTA Commission Check Just Got More Complicated. Airbnb Just Took On $2.5 Billion in Debt It Didn't Need. That Should Worry You.

🏢 Company

Meiji Yasuda Asset Management

📍 Tokyo, Japan

1 story · First covered Mar 14, 2026 · Latest Mar 14

Host Hotels & Resorts

Meiji Yasuda Asset Management Coverage

A $1M Bet on Host Hotels Tells You Nothing. The Cap Rate Math Tells You Everything.

REITs

Mar 14

A $1M Bet on Host Hotels Tells You Nothing. The Cap Rate Math Tells You Everything.

A Japanese asset manager bought 59,220 shares of Host Hotels in Q3 2025 for roughly $1 million. The position is a rounding error. The implied valuation assumptions behind it are not.

JC

Jordan Chen 2 min read · Mar 14