🏗️ Property

Four Seasons Jackson Hole

2 stories · First covered Apr 5, 2026 · Latest Apr 12
Related: Host Hotels & Resorts 2 Capital recycling 2 Four Seasons 2 Four Seasons Orlando 2 RevPAR Growth 1 Adjusted FFO 1 Truist 1 Luxury hotel market 1 Dividend payout ratio 1 Adjusted EBITDAre per key 1 Unlevered IRR 1 EBITDA multiple 1
Four Seasons
Owns Host Hotels & Resorts
Four Seasons Jackson Hole Coverage
Host Hotels' 55% Shareholder Return Masks the Question Nobody's Modeling
REITs Primary
Apr 12

Host Hotels' 55% Shareholder Return Masks the Question Nobody's Modeling

Multiple analysts just raised Host Hotels' price target on strong Q4 earnings and smart dispositions. The per-key math on what they're selling versus what they're keeping tells a more interesting story than the consensus rating.

JC
Jordan Chen 2 min read · Apr 12
Host Sold Two Four Seasons for $1.1B. The Per-Key Math Tells a Different Story.
Transactions Primary
Apr 5

Host Sold Two Four Seasons for $1.1B. The Per-Key Math Tells a Different Story.

Host Hotels sold 569 luxury keys for $1.93M each and called it capital recycling. The unlevered IRR looks clean at 11%... until you ask what replacement assets at that yield actually look like in 2026.

JC
Jordan Chen 2 min read · Apr 5