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hotel REITs

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Dec 1, 2025 by John Khoury · across every show →

Everything said about hotel REITs, oldest first

Dec 1, 2025 bullish
Assertion Supported
Khoury: Hotel Franchises Grow Earnings 15% Annually While Hotel REITs Stagnate
“These business models, you've got RevPar, you've got net unit growth, then with a little bit of operating and financial leverage and share repurchase, you're growing earnings, 15% a year, compared to the hotel REITs basically growing, not at all, or in some ca…”
John Khoury Dec 1, 2025 ▶ 19:03 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
Dec 1, 2025 bearish
Opinion
Khoury: Hotel REITs are poor businesses because they are price takers
“There are hotel REITs, which in our opinion are not great businesses. They're generally price takers.”
John Khoury Dec 1, 2025 ▶ 18:41 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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