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Marriott Just Promised 4,500 Rooms Across Eight Brands in Two Vietnamese Cities. That's Not Strategy. That's a Buffet. Every Major Hotel Brand Just Flooded Vietnam. The Owners Who Flagged First Will Wish They'd Waited. A Casino Resort Spent $500K on March Madness Promos. The Real Question Is What the Tech Stack Looked Like at 2 AM. Barcelona Is Killing 10,000 Short-Term Rentals. Every European Hotelier Should Be Watching. Sandals Is Spending $200M to Renovate Three Resorts. The Hurricane Made Them Do It Right. Choice Hotels' 2026 Guidance Is Basically Flat. And Wall Street Already Noticed. 16,000 Keys Across Four Countries. One Guy's Building a Pan-Asian Hotel Empire Most Americans Haven't Noticed. Marriott Just Promised 4,500 Rooms Across Eight Brands in Two Vietnamese Cities. That's Not Strategy. That's a Buffet. Every Major Hotel Brand Just Flooded Vietnam. The Owners Who Flagged First Will Wish They'd Waited. A Casino Resort Spent $500K on March Madness Promos. The Real Question Is What the Tech Stack Looked Like at 2 AM. Barcelona Is Killing 10,000 Short-Term Rentals. Every European Hotelier Should Be Watching. Sandals Is Spending $200M to Renovate Three Resorts. The Hurricane Made Them Do It Right. Choice Hotels' 2026 Guidance Is Basically Flat. And Wall Street Already Noticed. 16,000 Keys Across Four Countries. One Guy's Building a Pan-Asian Hotel Empire Most Americans Haven't Noticed.

📊 Topic

CapEx guidance

1 story · First covered Feb 27, 2026 · Latest Feb 27

CapEx guidance Coverage

Host's $1.1B Four Seasons Exit Looks Smart. The 2026 Guide Tells a Different Story.

REITs Primary

Feb 27

Host's $1.1B Four Seasons Exit Looks Smart. The 2026 Guide Tells a Different Story.

Host Hotels just posted a 4.6% EBITDAre gain and flipped two Four Seasons properties for a $500M taxable gain. The real number worth watching is buried in their CapEx guide.

JC

Jordan Chen 2 min read · Feb 27