📊 Topic

Asset disposition

2 stories · First covered Feb 27, 2026 · Latest May 6
Related: RevPAR 2 Host Hotels & Resorts 1 EBITDA 1 Out-of-room revenue 1 Luxury hotel market 1 Funds From Operations (FFO) 1 Net Operating Income (NOI) 1 Debt-to-EBITDA ratio 1 American Hotel Income Properties 1 Convertible Debentures 1 Preferred Shares 1 Margin efficiency 1
American Hotel Income Properties
Competes with Ashford Hospitality Trust
Competes with Apple Hospitality REIT
Competes with Host Hotels & Resorts
Asset disposition Coverage
Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part.
REITs
May 6

Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part.

Host's Q1 looks like a blowout until you separate the asset sale gains from operating performance. The 70 basis points of margin expansion is real, but the RevPAR miss against estimates tells a more nuanced story about where rate ceilings live in luxury.

JC
Jordan Chen 2 min read · May 6
AHIP's FFO Hit Zero in 2025. The Debt-to-EBITDA Ratio Is the Number That Should Worry You.
REITs Primary
Apr 1

AHIP's FFO Hit Zero in 2025. The Debt-to-EBITDA Ratio Is the Number That Should Worry You.

American Hotel Income Properties sold 18 hotels for $161 million last year and still posted a $74 million net loss. The portfolio is shrinking, the leverage ratio is climbing, and the convertible debentures come due in nine months.

JC
Jordan Chen 2 min read · Apr 1