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Sunstone Spent $31M on CapEx and Bought Back $36M in Stock. Same Quarter. That's a Statement. RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story. Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight. Marriott's Fee Machine Just Posted a $1.43 Billion Quarter. Guess Who Funded It. PEB's FFO Doubled Year Over Year. The Margin Expansion Is the Line That Matters. Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part. Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet. Sunstone Spent $31M on CapEx and Bought Back $36M in Stock. Same Quarter. That's a Statement. RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story. Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight. Marriott's Fee Machine Just Posted a $1.43 Billion Quarter. Guess Who Funded It. PEB's FFO Doubled Year Over Year. The Margin Expansion Is the Line That Matters. Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part. Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet.

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Pipeline expansion

1 story · First covered May 6, 2026 · Latest 6h ago

Pipeline expansion Coverage

Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight.

Brands

6h ago

Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight.

Marriott's Q1 was strong enough to lift full-year guidance, but the real tension is buried in the regional split: U.S. RevPAR up 4%, Middle East RevPAR down 30%-plus, and a pipeline of 618,000 rooms that assumes the world cooperates.

EV

Elena Voss 3 min read · 6h ago