Just caught Host Hotels' latest earnings and the numbers are pretty solid. They beat on both AFFO per share at 51 cents versus 47 cents expected, and revenues came in at $1.60B versus $1.54B consensus. What caught my eye though is the RevPAR growth - they posted 5.4% comparable hotel RevPAR growth in Q4, which is pretty respectable for the luxury segment.



Looking at the details, their comparable RevPAR hit $227.14 in the quarter, up 4.6% year-over-year. The room rates climbed to $339.44 from $323.78 the year before, so they're definitely pushing pricing. Occupancy was 66.9%, down slightly, but the transient leisure business picked up which is interesting. For the full year 2025, they delivered $2.07 in AFFO per share, beating the $2.03 estimate.

Management sounds optimistic about 2026. They're guiding for AFFO per share between $2.03-$2.11, and they're expecting comparable hotel RevPAR in the $382-$388M range. They also just sold some properties in Q1 2026 - the Four Seasons Orlando and Jackson Hole for $1.1B combined - which suggests they're being selective about their portfolio. Capital expenditure guidance for 2026 is $525-$625M.

The REIT is rated a Hold by Zacks, but the RevPAR trajectory and pricing power in the luxury segment seem worth watching, especially with affluent consumers still spending on travel experiences.
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