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Marriott Just Promised 4,500 Rooms Across Eight Brands in Two Vietnamese Cities. That's Not Strategy. That's a Buffet. Every Major Hotel Brand Just Flooded Vietnam. The Owners Who Flagged First Will Wish They'd Waited. A Casino Resort Spent $500K on March Madness Promos. The Real Question Is What the Tech Stack Looked Like at 2 AM. Barcelona Is Killing 10,000 Short-Term Rentals. Every European Hotelier Should Be Watching. 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. Marriott Just Promised 4,500 Rooms Across Eight Brands in Two Vietnamese Cities. That's Not Strategy. That's a Buffet. Every Major Hotel Brand Just Flooded Vietnam. The Owners Who Flagged First Will Wish They'd Waited. A Casino Resort Spent $500K on March Madness Promos. The Real Question Is What the Tech Stack Looked Like at 2 AM. Barcelona Is Killing 10,000 Short-Term Rentals. Every European Hotelier Should Be Watching. 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.

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Giglia

💼 Chief Executive Officer, Sunstone Hotel Investors

1 story · First covered Feb 27, 2026 · Latest Feb 27

Works at Sunstone Hotel Investors

Giglia Coverage

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