📊 Topic

Hotel Asset Valuation

2 stories · First covered Mar 14, 2026 · Latest 1d ago
Related: Revenue per available room (RevPAR) 1 Hotel Refinancing 1 floating-rate debt 1 CBRE 1 Federal Reserve 1 Hotel REITs 1 NAV (Net Asset Value) 1 Take-Private Transactions 1 U.S. Hotel Investment Market 1 Private Capital 1 Debt Markets 1 Special Committee Process 1
Hotel Asset Valuation Coverage
A 30-Basis-Point Rate Tick Just Vaporized $850K in Asset Value. Most Owners Haven't Recalculated.
REITs Primary
1d ago

A 30-Basis-Point Rate Tick Just Vaporized $850K in Asset Value. Most Owners Haven't Recalculated.

The Fed held at 3.75%, futures are pricing higher by year-end, and that $20M floating-rate loan you underwrote in 2023 is quietly eating your NOI from the inside. The owners who haven't stress-tested their debt stack against a flat-to-rising rate environment are about to learn what "recalibration" actually costs.

JC
Jordan Chen 2 min read · 1d ago
Hotel REITs Trading 33.5% Below NAV. The Take-Private Math Is Getting Loud.
REITs Primary
Mar 14

Hotel REITs Trading 33.5% Below NAV. The Take-Private Math Is Getting Loud.

Public hotel REITs are priced like distressed assets while private buyers are paying full freight for the same buildings. That gap is either the market being irrational or a massive arbitrage window that's about to close.

JC
Jordan Chen 3 min read · Mar 14