🌍 Market

Upper-Upscale Segment

3 stories · First covered Feb 18, 2026 · Latest Mar 23
Related: Luxury Segment 2 Midscale Segment 2 RevPAR Growth 2 Capital recycling 1 Unit Growth 1 Wyndham Hotels & Resorts 1 Asset-Light Model 1 Host Hotels & Resorts 1 Dividend Increase 1 Economy Segment 1 Capital allocation 1 RevPAR 1
Pebblebrook Hotel Trust
Upper-Upscale Segment Coverage
Citi's $22 Target on Host Hotels Implies 16% Upside. Check the Math Before You Celebrate.
REITs
Mar 23

Citi's $22 Target on Host Hotels Implies 16% Upside. Check the Math Before You Celebrate.

Citi just reaffirmed a Buy on the largest lodging REIT in the country with a $22 price target, and the spread between that number and where HST trades today tells you more about what Wall Street is pricing into luxury hospitality than any earnings call will.

JC
Jordan Chen 2 min read · Mar 23
The Hotel Industry's First Real Down Year Since COVID Hit Everyone Differently. That's the Point.
Operations Primary
Mar 7

The Hotel Industry's First Real Down Year Since COVID Hit Everyone Differently. That's the Point.

2025 gave us the first full-year decline in occupancy and RevPAR since the pandemic... but the executives describing it as "uneven" are burying the real story. Some operators thrived. Some got crushed. And the difference wasn't luck.

MS
Mike Storm 3 min read · Mar 7
Wyndham's Dividend Hike Tells You More Than Its RevPAR
REITs
Feb 18

Wyndham's Dividend Hike Tells You More Than Its RevPAR

Wyndham raised its dividend and posted solid 2025 numbers. But the capital allocation story underneath reveals what asset-light really means when growth slows.

JC
Jordan Chen 3 min read · Feb 18