📊 Topic

EBITDAre

3 stories · First covered Feb 27, 2026 · Latest Mar 24
Related: FFO per share 3 RevPAR 2 Leverage ratio 1 Event-driven RevPAR 1 Four Seasons 1 St. Regis 1 Capital Expenditure Planning 1 Xenia Hotels & Resorts 1 Sunstone Hotel Investors 1 Tarsadia Capital 1 Sheraton 1 Capital recycling 1
EBITDAre Coverage
XHR Guides 1.5% to 4.5% RevPAR Growth on a 5.8x Debt-to-EBITDA Balance Sheet. Check Again.
REITs Primary
Mar 24

XHR Guides 1.5% to 4.5% RevPAR Growth on a 5.8x Debt-to-EBITDA Balance Sheet. Check Again.

Xenia's FY26 forecast looks bullish against an industry expecting under 1% growth. The gap between XHR's optimism and the macro reality tells you exactly what bet they're making... and what happens to that bet if group demand softens by even 10%.

JC
Jordan Chen 2 min read · Mar 24
Sunstone's Proxy Tells You Exactly Who's Getting Paid. Let's Check Who's Holding the Risk.
REITs Primary
Mar 19

Sunstone's Proxy Tells You Exactly Who's Getting Paid. Let's Check Who's Holding the Risk.

Sunstone's 2026 proxy drops a $750K CEO salary, a $500M buyback authorization, and $95-115M in CapEx. The numbers look clean. The question is what "clean" means when an activist is at the table and a major holder just walked.

JC
Jordan Chen 2 min read · Mar 19
Host's $1.1B Four Seasons Exit Looks Smart. The 2026 Guide Tells a Different Story.
REITs
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