RLJ Lodging Trust's stock is up 58% in a year while most analysts maintain hold ratings and one keeps an "underperform" tag with a price target $1.50 below the current price. The disconnect between market momentum and analyst conviction tells you more about lodging REIT valuation than RLJ itself.
A lodging REIT posts a widening net loss, watches its CFO walk out the door, and trades at roughly half its book value... and Wall Street responds by bumping the price target to $7. The disconnect between the headline numbers and the analyst optimism tells you everything about how hotel investment really gets valued in 2026.
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