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Jackson Hole

2 stories · First covered Feb 20, 2026 · Latest Mar 23
Related: Host Hotels & Resorts 2 Capital recycling 2 Orlando 1 Wall Street 1 Portfolio optimization 1 Strategic disposition 1 Cap rates 1 Deferred maintenance 1 General Manager 1 Citigroup 1 cap rate 1 J.P. Morgan 1
Owns Host Hotels & Resorts
Jackson Hole Coverage
Host Hotels at $412K Per Key and a 5.8% Implied Cap Rate. Check Again.
REITs
Mar 23

Host Hotels at $412K Per Key and a 5.8% Implied Cap Rate. Check Again.

Citigroup just bumped Host Hotels' price target to $22, and three other analysts followed the same direction in the same month. The interesting number isn't $22... it's what $13B in market cap plus $5B in debt tells you about where Wall Street thinks luxury hotel yields are heading.

JC
Jordan Chen 2 min read · Mar 23
Host Dumps $1.1B in Resorts. Now Meet the GMs Catching the Grenade.
Operations Primary
Feb 20

Host Dumps $1.1B in Resorts. Now Meet the GMs Catching the Grenade.

Host Hotels unloads Orlando and Jackson Hole for $1.1 billion. Wall Street calls it portfolio optimization. The properties call it Monday morning.

MS
Mike Storm 5 min read · Feb 20