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Office Defaults Hit a 10-Year High. Hotel Developers Should Be on the Phone With Receivers Right Now. A 25-Basis-Point Hike on $15M in Floating-Rate Debt Costs You $37,500 a Year. That's Not Abstract. Spirit Airlines Is Dead. Your Drive-To Market Just Became the Most Valuable Asset You Own. Pebblebrook's Preferred Shares Yield 8.15%. The Common Trades at a 33% Discount to NAV. DiamondRock's FFO Guidance Beat the Street by 29%. The Analyst Models Were Stale. RLJ Lost $6.4 Million Last Quarter. Their Stock Went Up. Here's Why That Makes Sense. DiamondRock Sold a Manhattan Courtyard for $175K Per Key. The Market Flinched. Office Defaults Hit a 10-Year High. Hotel Developers Should Be on the Phone With Receivers Right Now. A 25-Basis-Point Hike on $15M in Floating-Rate Debt Costs You $37,500 a Year. That's Not Abstract. Spirit Airlines Is Dead. Your Drive-To Market Just Became the Most Valuable Asset You Own. Pebblebrook's Preferred Shares Yield 8.15%. The Common Trades at a 33% Discount to NAV. DiamondRock's FFO Guidance Beat the Street by 29%. The Analyst Models Were Stale. RLJ Lost $6.4 Million Last Quarter. Their Stock Went Up. Here's Why That Makes Sense. DiamondRock Sold a Manhattan Courtyard for $175K Per Key. The Market Flinched.

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Focused-service portfolio

1 story · First covered May 5, 2026 · Latest 8h ago

Focused-service portfolio Coverage

RLJ Lost $6.4 Million Last Quarter. Their Stock Went Up. Here's Why That Makes Sense.

REITs

8h ago

RLJ Lost $6.4 Million Last Quarter. Their Stock Went Up. Here's Why That Makes Sense.

RLJ Lodging Trust posted a net loss and Wall Street shrugged it off because the operating fundamentals underneath tell a completely different story. The gap between the headline number and the real performance is a masterclass in why REIT earnings require reading past the first line.

MS

Mike Storm 3 min read · 8h ago