🏢 Company

Tarsadia Capital

💼 Activist investor
2 stories · First covered Feb 27, 2026 · Latest Mar 19
Related: Sunstone Hotel Investors 2 RevPAR 1 RevPAR Growth 1 Andaz 1 Giglia 1 Hilton New Orleans 1 Andaz Miami Beach 1 Hilton Worldwide 1 Adjusted FFO per share 1 Net leverage 1 Share buyback program 1 EBITDAre 1
Sunstone Hotel Investors
Sunstone Hotel Investors
Tarsadia Capital Coverage
Sunstone's Proxy Tells You Exactly Who's Getting Paid. Let's Check Who's Holding the Risk.
REITs Primary
Mar 19

Sunstone's Proxy Tells You Exactly Who's Getting Paid. Let's Check Who's Holding the Risk.

Sunstone's 2026 proxy drops a $750K CEO salary, a $500M buyback authorization, and $95-115M in CapEx. The numbers look clean. The question is what "clean" means when an activist is at the table and a major holder just walked.

JC
Jordan Chen 2 min read · Mar 19
Sunstone Beat Q4 Estimates by a Mile. The Stock Dropped Anyway.
REITs Primary
Feb 27

Sunstone Beat Q4 Estimates by a Mile. The Stock Dropped Anyway.

Sunstone posted $0.20 adjusted FFO per share against a consensus expecting a loss, grew RevPAR 9.6%, and the market sold it off 3.5%. The disconnect between the quarter they reported and the price they got tells you everything about where REIT investors' heads are right now.

JC
Jordan Chen 2 min read · Feb 27