Sunstone beat Q4 earnings by 233%, grew RevPAR nearly 10%, and returned $170M to shareholders in 2025. The market responded by selling the stock. That disconnect tells you everything about where lodging REIT investors think the cycle is heading.
Sunstone posted $0.20 adjusted FFO per share against a consensus expecting a loss, grew RevPAR 9.6%, and the market sold it off 3.5%. The disconnect between the quarter they reported and the price they got tells you everything about where REIT investors' heads are right now.
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