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Hilton Just Signed for 350 Hotels in India. The Owners Building Them Should Read the Fine Print. Hyatt Wants to Build a Brand That Starts in India. That's Either Brilliant or Brand Theater. Nikki Beach Is Betting on Marrakech. The Brand Promise Is Bigger Than the Building. Airbnb Is Paying People $750 to Compete With You During the World Cup Hyatt's Unbound Collection Turns 10. Four New Properties. Same Old Question for Owners. Hilton Just Promised 125 Hotels in India With One Partner. The Promise Is the Easy Part. Apple Hospitality's 8% Yield Looks Generous. The Payout Ratio Says Check Again. Hilton Just Signed for 350 Hotels in India. The Owners Building Them Should Read the Fine Print. Hyatt Wants to Build a Brand That Starts in India. That's Either Brilliant or Brand Theater. Nikki Beach Is Betting on Marrakech. The Brand Promise Is Bigger Than the Building. Airbnb Is Paying People $750 to Compete With You During the World Cup Hyatt's Unbound Collection Turns 10. Four New Properties. Same Old Question for Owners. Hilton Just Promised 125 Hotels in India With One Partner. The Promise Is the Easy Part. Apple Hospitality's 8% Yield Looks Generous. The Payout Ratio Says Check Again.

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Wailea

1 story · First covered Mar 18, 2026 · Latest Mar 18

Owns Sunstone Hotel Investors

Wailea Coverage

Sunstone's 9.6% RevPAR Jump Looks Great Until You Check the Stock Price

REITs

Mar 18

Sunstone's 9.6% RevPAR Jump Looks Great Until You Check the Stock Price

Sunstone beat Q4 earnings by 233%, grew RevPAR nearly 10%, and returned $170M to shareholders in 2025. The market responded by selling the stock. That disconnect tells you everything about where lodging REIT investors think the cycle is heading.

JC

Jordan Chen 2 min read · Mar 18