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Sunstone Spent $31M on CapEx and Bought Back $36M in Stock. Same Quarter. That's a Statement. RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story. Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight. Marriott's Fee Machine Just Posted a $1.43 Billion Quarter. Guess Who Funded It. PEB's FFO Doubled Year Over Year. The Margin Expansion Is the Line That Matters. Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part. Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet. Sunstone Spent $31M on CapEx and Bought Back $36M in Stock. Same Quarter. That's a Statement. RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story. Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight. Marriott's Fee Machine Just Posted a $1.43 Billion Quarter. Guess Who Funded It. PEB's FFO Doubled Year Over Year. The Margin Expansion Is the Line That Matters. Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part. Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet.

📊 Topic

AFFO (Adjusted Funds From Operations)

1 story · First covered May 6, 2026 · Latest 6h ago

AFFO (Adjusted Funds From Operations) Coverage

RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story.

REITs Primary

6h ago

RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story.

RLJ Lodging Trust just touched a 52-week high after a Q1 earnings beat that turned every skeptic's thesis inside out. The investors who bought the balance sheet at a discount are now sitting on a return that says more about REIT pricing discipline than hotel fundamentals.

JC

Jordan Chen 2 min read · 6h ago