📊 Topic

AFFO (Adjusted Funds From Operations)

2 stories · First covered May 6, 2026 · Latest 6d ago
Related: RevPAR 2 Revenue Management 1 San Francisco 1 Host Hotels & Resorts 1 Pebblebrook Hotel Trust 1 RLJ Lodging Trust 1 Resort properties 1 Apple Hospitality REIT 1 San Francisco hotel market 1 Washington D.C. hotel market 1 San Diego hotel market 1 EBITDA Margin Expansion 1
AFFO (Adjusted Funds From Operations) Coverage
Pebblebrook's Q2 Beat Hides a Portfolio Running at Two Speeds
REITs Primary
6d ago

Pebblebrook's Q2 Beat Hides a Portfolio Running at Two Speeds

Pebblebrook just posted $0.68 AFFO against a $0.62 consensus and raised full-year guidance. The spread between its best and worst markets tells a more interesting story than the beat itself.

JC
Jordan Chen 2 min read · 6d ago
RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story.
REITs Primary
May 6

RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story.

RLJ Lodging Trust just touched a 52-week high after a Q1 earnings beat that turned every skeptic's thesis inside out. The investors who bought the balance sheet at a discount are now sitting on a return that says more about REIT pricing discipline than hotel fundamentals.

JC
Jordan Chen 2 min read · May 6