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Your Generator Won't Run the AC. That's a Problem at 105 Degrees. Your Distressed Traveler Agreement Is Sitting in a Drawer. Airline Strike Season Starts in Two Weeks. Leisure Is Filling Your Rooms. It's Not Filling Your P&L. Summit's CFO Just Walked. The Stock Dropped 8%. And Nobody's Saying Why. Hyatt's Biggest Risk Was Never the Hotels. It Was the Family Name on the Door. Cohen & Steers Dumped 7.5 Million Caesars Shares. The Fertitta Deal Explains Why. Fertitta Is Selling $3.2M in Wynn Options While Closing a $17.6B Casino Deal. Follow the Cash. Your Generator Won't Run the AC. That's a Problem at 105 Degrees. Your Distressed Traveler Agreement Is Sitting in a Drawer. Airline Strike Season Starts in Two Weeks. Leisure Is Filling Your Rooms. It's Not Filling Your P&L. Summit's CFO Just Walked. The Stock Dropped 8%. And Nobody's Saying Why. Hyatt's Biggest Risk Was Never the Hotels. It Was the Family Name on the Door. Cohen & Steers Dumped 7.5 Million Caesars Shares. The Fertitta Deal Explains Why. Fertitta Is Selling $3.2M in Wynn Options While Closing a $17.6B Casino Deal. Follow the Cash.

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Gateway and resort markets

1 story · First covered Mar 23, 2026 · Latest Mar 23

Gateway and resort markets Coverage

DiamondRock's $0.27 FFO Beat Looks Good. The 1-3% RevPAR Guide for 2026 Is the Real Story.

REITs

Mar 23

DiamondRock's $0.27 FFO Beat Looks Good. The 1-3% RevPAR Guide for 2026 Is the Real Story.

DiamondRock posted a strong Q4 beat and redeemed $121.5M in preferred stock, but their 2026 guidance implies a company betting on capital structure optimization over top-line growth. The question is whether that's discipline or a ceiling.

JC

Jordan Chen 2 min read · Mar 23