📊 Topic

Hotel REITs

3 stories · First covered Mar 14, 2026 · Latest Mar 16
Related: RevPAR 1 Franchise Fees 1 Deferred maintenance 1 Wyndham Hotels & Resorts 1 Asset-Light Model 1 Revenue per available room (RevPAR) 1 Pebblebrook Hotel Trust 1 Private equity 1 Select-Service Hotels 1 Property Improvement Plan (PIP) 1 Brand Conversion Requirements 1 U.S. Hotel Market 1
Ashford Hospitality Trust
RevPAR
Competes with NAV (Net Asset Value)
Hotel REITs Coverage
Hotel Stocks Beat the S&P by 670 Basis Points. The REIT Split Tells the Real Story.
REITs Primary
Mar 16

Hotel Stocks Beat the S&P by 670 Basis Points. The REIT Split Tells the Real Story.

The Baird Hotel Stock Index posted its third straight monthly gain in February, up 5.9%. But brands and REITs are living in two different markets, and the gap is widening.

JC
Jordan Chen 2 min read · Mar 16
$48B in Hotel Loan Maturities Is About to Sort Owners Into Winners and Casualties
Transactions
Mar 16

$48B in Hotel Loan Maturities Is About to Sort Owners Into Winners and Casualties

The extend-and-pretend era is ending. Owners who borrowed at 3.5% in 2021 are about to refinance at 7%, and the math on that gap is brutal.

JC
Jordan Chen 3 min read · Mar 16
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