Added to YB: 2026-02-24
Pitch date: 2026-02-19
HST [neutral]
Host Hotels & Resorts, Inc.
-1.64%
current return
Author Info
Clark Street Value is a special sits/event-driven investor. Sign up for the newsletter.
Company Info
Host Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real estate investment trust and one of the largest owners of luxury and upper-upscale hotels.
Market Cap
$14.0B
Pitch Price
$20.09
Price Target
N/A
Dividend
4.66%
EV/EBITDA
11.16
P/E
18.55
EV/Sales
3.11
Sector
Hotel and Resort REITs
Category
special_situation
Braemar Hotels & Resorts: HST Four Seasons Sale, Updated Thoughts
HST (update): Sold 2 Four Seasons hotels for $1.1B ($1.9M/key), providing comp for Braemar Hotels (BHR). HST mgmt cited deep luxury buyer pool (sovereigns, HNW, PE). Using HST's 15x hotel EBITDA multiple on BHR's luxury portfolio (75% of assets) implies significant upside to levered equity stub.
Read full article (3 min)