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Caesars Is Done Buying Gamblers. Now They're Harvesting Them. Singapore Is Printing Money for Sands. Macao Is the $16 Billion Question. Affinity Paid $400M for Primm in 2007. Now It's Worth the Land Under It. Wynn Palace Carried Macau This Quarter. Wynn Macau Didn't. Expedia Just Posted Its Best Quarter in 15 Years. Wall Street Sold It Off Anyway. Airbnb's Hotel Pilot Is Growing Twice as Fast as Everything Else. Independents, Wake Up. 80% of Host City Hotels Are Tracking Below World Cup Forecasts. Summer Just Got Complicated. Caesars Is Done Buying Gamblers. Now They're Harvesting Them. Singapore Is Printing Money for Sands. Macao Is the $16 Billion Question. Affinity Paid $400M for Primm in 2007. Now It's Worth the Land Under It. Wynn Palace Carried Macau This Quarter. Wynn Macau Didn't. Expedia Just Posted Its Best Quarter in 15 Years. Wall Street Sold It Off Anyway. Airbnb's Hotel Pilot Is Growing Twice as Fast as Everything Else. Independents, Wake Up. 80% of Host City Hotels Are Tracking Below World Cup Forecasts. Summer Just Got Complicated.

📊 Topic

Leverage

1 story · First covered Mar 10, 2026 · Latest Mar 10

Leverage Coverage

Pebblebrook Trades at 50% Below NAV. The Math Says Something Has to Give.

Operations

Mar 10

Pebblebrook Trades at 50% Below NAV. The Math Says Something Has to Give.

Pebblebrook's stock is pricing in a disaster that the operating numbers don't support. Either the market is wrong about the assets or the company is wrong about its NAV... and the answer determines whether this is the best REIT trade in hospitality right now.

JC

Jordan Chen 2 min read · Mar 10