🏢 Company

Ryman Hospitality Properties

📈 RLJ
2 stories · First covered Feb 27, 2026 · Latest Aug 10
Competes with World Cup
Ryman Hospitality Properties Coverage
Ryman Pays $867K Per Key for Grande Lakes. That's a 12.5x Multiple on Unaudited Numbers.

Ryman Pays $867K Per Key for Grande Lakes. That's a 12.5x Multiple on Unaudited Numbers.

Ryman's $1.38 billion Grande Lakes acquisition prices a 1,592-key luxury Orlando resort at 12.5x trailing EBITDAre based on seller-provided unaudited figures. The per-key math, the financing structure, and the seller's exit tell three different stories about what this deal actually is.

All Three World Cup Hotel REITs Are Trading Above Target. The Upside May Already Be Priced In.

All Three World Cup Hotel REITs Are Trading Above Target. The Upside May Already Be Priced In.

Deutsche Bank projects a 50-75 basis point RevPAR lift for full-service hotel REITs from the World Cup, and Host, Park, and Ryman all got buy ratings. The part worth scrutinizing is that all three are already trading above analyst consensus targets, which means the market is betting the tailwind is real before the cash register confirms it.