📊 Topic

CapEx

3 stories · First covered Mar 3, 2026 · Latest Apr 12
Related: RevPAR 2 Park Hotels & Resorts 1 Occupancy 1 RevPAR Growth 1 RLJ Lodging Trust 1 Select-Service Hotels 1 cap rate 1 Adjusted FFO 1 Leverage ratio 1 Starwood Capital 1 Special Servicing 1 FF&E Reserves 1
CapEx Coverage
RLJ Has $1 Billion in Liquidity and RevPAR Going Nowhere. That's Not Strength. That's a Decision.
REITs Primary
Apr 12

RLJ Has $1 Billion in Liquidity and RevPAR Going Nowhere. That's Not Strength. That's a Decision.

RLJ Lodging Trust is sitting on a billion dollars in liquidity, no debt maturities until 2029, and a RevPAR forecast that barely moves the needle. For operators running rooms-focused select-service hotels, the real question isn't whether this REIT survives inflation... it's what gets starved while the balance sheet looks pristine.

MS
Mike Storm 3 min read · Apr 12
Park Hotels Lost $283M Last Year. The Stock Chart Is the Least of the Owner's Problems.
REITs
Mar 29

Park Hotels Lost $283M Last Year. The Stock Chart Is the Least of the Owner's Problems.

A "death cross" technical signal is getting attention for Park Hotels & Resorts, but the real deterioration is in the fundamentals: a net loss of $283 million, S&P leverage concerns, and 2026 guidance that assumes the world cooperates.

JC
Jordan Chen 2 min read · Mar 29
Starwood Capital's Hotel Loans Are Flashing Red. Here's What That Means for You.
Operations
Mar 3

Starwood Capital's Hotel Loans Are Flashing Red. Here's What That Means for You.

When a $10 billion fund manager starts showing cracks in their hotel debt portfolio, it's not just a Wall Street problem. It's a signal that the math is getting ugly for overleveraged properties everywhere... and some of you are sitting in them right now.

MS
Mike Storm 3 min read · Mar 3