RevPar

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2025 by John Khoury · across every show →

Everything said about RevPar, 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)
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