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Wynn's $5.1B UAE Bet Implies a 3.3% Yield on a Market That Doesn't Exist Yet Atlantic City's New Casino Boss Has One Job. Three NYC Casinos Are About to Eat His Lunch. They Blew Up a 326-Room Luxury Hotel. And Built Something With Fewer Rooms. Mandarin Oriental Miami Traded 326 Hotel Rooms for 121. The Per-Key Bet Is Staggering. Host Hotels Sold $1.1 Billion in Properties. The Buyers Believe Something the Sellers Don't. MGM Fed 1,400 TSA Workers to Keep Vegas Running. That's Not Charity. That's the P&L Talking. Hilton's Malaysia Bet Is Bigger Than One Hotel... It's a Template Wynn's $5.1B UAE Bet Implies a 3.3% Yield on a Market That Doesn't Exist Yet Atlantic City's New Casino Boss Has One Job. Three NYC Casinos Are About to Eat His Lunch. They Blew Up a 326-Room Luxury Hotel. And Built Something With Fewer Rooms. Mandarin Oriental Miami Traded 326 Hotel Rooms for 121. The Per-Key Bet Is Staggering. Host Hotels Sold $1.1 Billion in Properties. The Buyers Believe Something the Sellers Don't. MGM Fed 1,400 TSA Workers to Keep Vegas Running. That's Not Charity. That's the P&L Talking. Hilton's Malaysia Bet Is Bigger Than One Hotel... It's a Template

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Special Committee Process

1 story · First covered Mar 14, 2026 · Latest Mar 14

Special Committee Process Coverage

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

REITs

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