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Disney's Quiet Price Hikes Are a Masterclass Every Hotel Operator Should Study Disney Just Told Every Hotel in Orlando What Their Rooms Are Really Worth Airbnb Hosts Are Canceling Coachella Guests to Relist at Higher Rates. Hotels Should Be Paying Attention. Hilton Just Signed for 350 Hotels in India. The Owners Building Them Should Read the Fine Print. Hyatt Wants to Build a Brand That Starts in India. That's Either Brilliant or Brand Theater. Nikki Beach Is Betting on Marrakech. The Brand Promise Is Bigger Than the Building. Airbnb Is Paying People $750 to Compete With You During the World Cup Disney's Quiet Price Hikes Are a Masterclass Every Hotel Operator Should Study Disney Just Told Every Hotel in Orlando What Their Rooms Are Really Worth Airbnb Hosts Are Canceling Coachella Guests to Relist at Higher Rates. Hotels Should Be Paying Attention. Hilton Just Signed for 350 Hotels in India. The Owners Building Them Should Read the Fine Print. Hyatt Wants to Build a Brand That Starts in India. That's Either Brilliant or Brand Theater. Nikki Beach Is Betting on Marrakech. The Brand Promise Is Bigger Than the Building. Airbnb Is Paying People $750 to Compete With You During the World Cup

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Funds From Operations per share

1 story · First covered Mar 18, 2026 · Latest Mar 18

Funds From Operations per share Coverage

Host Hotels' $1.1B Asset Sale Looks Smart Until You Check the Reinvestment Math

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Mar 18

Host Hotels' $1.1B Asset Sale Looks Smart Until You Check the Reinvestment Math

Host Hotels just dumped two Four Seasons properties for $1.1 billion and is projecting FFO per share to decline in 2026. The capital recycling story sounds clean. The numbers tell a more complicated story about what "optimization" actually costs the shareholder.

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Jordan Chen 3 min read · Mar 18