U.S. Hotel renovation and conversion pipeline reaches record high. Yesterday at 2:00 PM PDT Skift take. Lodging Econometrics counts 2,097 projects and 255,834 rooms in the pipeline, driven partly by an aging supply wave. Plus, more hotel deal and development news. Truist published its September Lodging RevPAR Roadmap, maintaining its third- and fourth-quarter U.S. RevPAR growth forecast of 6-8% for mid- and upper-end hotels and 2.5-4.5% for limited-service. For 2027, the firm introduced an initial forecast of 2.5-4.5% for mid- and upper-end hotels - with first quarter 2027 described as looking "extremely strong" - and 0.5-2.5% for limited-service. The firm continues to favour hotel REITs over C-Corps, citing greater U.S. exposure, higher operating leverage, and valuations at the lower-to-mid end of historical ranges. DiamondRock Hospitality, Host Hotels & Resorts, and Pebblebrook Hotel Trust are named as top picks. The firm flagged international inbound travel - down nearly 23% from pre-pandemic levels excluding Canada and Mexico - as a potential 300-400 basis point demand tailwind should that demand fully recover, while noting U.S.-Canada trade friction may slow any Canadian rebound. STR/CoStar reported U.S. hotel RevPAR rose 16.1% year-over-year to $100 for the week ended September 5, with ADR up 6.1% and occupancy up 9.4%, driven largely by the Labor Day calendar shift. Growth was in double digits across all chain scales, with upscale leading at 19.2% and economy up 11.7%. Minneapolis, Atlanta, and Las Vegas were the top markets at 36%, 34%, and 33%, respectively. St. Louis was the only market to post a decline, down 12%. For August overall, RevPAR tracked at 2.3%. Renovation and conversion activity in the U.S. is at a record high, with 2,097 projects and 255,834 rooms currently in the pipeline, according to Lodging Econometrics. The surge is driven partly by an aging supply wave - 5,180 hotels totalling 572,494 rooms are now 15 to 20 years old, concentrated in Texas, Florida, and California. Houston leads all markets with 121 hotels in this age band, followed by New York with 103 and Dallas with 94. Tamarind, Barbados, an Autograph Collection All-Inclusive Resort, has reopened following an extensive renovation of its 111 rooms and suites, completing the final phase of a multi-year transformation of Marriott International's seven-property Barbados Collection. The portfolio now includes four Autograph Collection All-Inclusive Resorts, two Tribute Portfolio All-Inclusive Resorts, and one Luxury Collection property. Grande Lakes Orlando has completed a renovation of its meeting and event spaces across both The Ritz-Carlton Orlando, Grande Lakes and JW Marriott Orlando, Grande Lakes, adding to the $1.38 billion resort destination recently acquired by Ryman Hospitality Properties. The combined meeting and event capacity spans more than 169,000 square feet across 56 breakout rooms and multiple ballrooms. Spandrel Development Partners and 7G Group are planning a 200-key W Hotel in Charlotte, North Carolina, as part of a mixed-use conversion of a 1970s office tower that will also include 399 residences. The hotel will span floors one through nine with a rooftop bar on the 34th floor and 12,000 square feet of meeting space. It is Spandrel's second hospitality project, following the AC Hotel Research Park in Huntsville, Alabama. Hilton has signed Naples Grande Beach Resort, which will join the portfolio as Signia Hilton Naples Grande Beach Resort - the brand's first property on Florida's Gulf Coast. The 474-room resort, including 50 villas, is currently undergoing a comprehensive renovation ahead of its January 2027 debut. Pyramid Global Hospitality is overseeing the transformation. The signing brings Signia Hilton's Florida count to three properties. 3H Group announced it has opened LivSmart Studios by Hilton Huntsville Research Park Area - an extended-stay hotel in Huntsville, Alabama, developed in partnership with LBA Hospitality, Grace Construction Consultants, and Pinnacle Financial Partners. Aimbridge Hospitality has assumed management of three historic boutique hotels owned by Gorman & Company - the 90-suite The Brewhouse Inn & Suites in Milwaukee; the 80-room The Stella Hotel & Ballroom in Kenosha; and the 160-room Embassy Suites by Hilton Rockford Riverfront in Rockford, Illinois. The signing marks Gorman's first use of a third-party hotel management company. Remington Hospitality has added the 358-room Hyatt Regency Long Island to its managed portfolio. The full-service property features approximately 18,000 square feet of meeting space and is adjacent to the Wind Watch Golf & Country Club. IHG Hotels & Resorts has opened Holiday Inn Express & Suites Alexandria in Alexandria, Minnesota - a newly developed 92-room property owned and managed by Midwest Hospitality. IHG has also opened Garner Del Valle - Austin Southeast, a newly converted 95-room property in Del Valle, Texas, near the University of Texas at Austin, Circuit of the Americas, and Tesla's headquarters, owned and managed by Rajesh Patel Hotels. Dolce by Wyndham is coming to Mississippi with a planned 250-room hotel at Prado Vista in Ridgeland, alongside a new 50,000-square-foot Madison County Conference Center capable of hosting 1,800 attendees. The combined investment is approximately $120 million and will mark the brand's debut in the state. Radisson Blu Mall of America has completed a renovation of all 500 guest rooms across 13 floors at the Bloomington, Minnesota property, four years in development and designed by Baskervill. The hotel is directly connected to Mall of America and five minutes from Minneapolis-Saint Paul International Airport. BWH Hotels has opened Aiden Kansas City Downtown in the historic Mutual Building, marking the brand's debut in Kansas City. The 84-room adaptive reuse project draws on the building's original bank vault and the city's railroad heritage, steps from the Kansas City Convention Center and KC Streetcar line. Sonesta has opened Signature Inn Socorro in Socorro, New Mexico - a renovated 95-room upper-economy property under its retro-inspired Signature Inn brand. CBRE closed the sale of the 169-room Hampton Inn Vanderbilt and 157-room Hampton Inn & Suites Elliston Place in Nashville in a combined transaction. The portfolio drew more than 200 confidentiality agreements and a hard money offer at signing. Terms were not disclosed. Colliers closed the sale of the 123-key Home2 Suites Lancaster at 1584 Fruitville Pike in Lancaster, Pennsylvania. Terms were not disclosed. Miller-Gomes Hotel Team at Marcus & Millichap arranged the sale of the 145-room Courtyard by Marriott Dallas Addison/Midway via auction. The property drew more than 9,000 views and 15 bids. Terms were not disclosed. Berkadia closed the sale of the 83-key Fairfield Inn & Suites Melbourne West/Palm Bay in Florida. The property opened in 2008. Terms were not disclosed.

Host Hotels & Resorts stock holds sector gains as cash flow and Q2 2026 results support outlook. Published on 09/09/2026 at 16:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS Host Hotels & Resorts stock trades at USD 22.05 as of September 9, 2026, with a 24.37% YTD return in the hotel REIT sector. Recent Q2 2026 results and cash flow strength underpin analysts' favorable view on the shares. Host Hotels & Resorts, Inc. stock (ISIN US44107P1049) is trading around USD 22.05 as of September 9, 2026, leaving the company with a market capitalization of about USD 15.1 billion in the REIT - Hotel & Motel segment and a year-to-date return of 24.37 percent. Discover more Q2 2026 results and cash flow draw investor attention. Host Hotels & Resorts, Inc. (legal form Inc.) highlighted its second-quarter 2026 performance in a results release dated August 5, 2026, which investors are still parsing as of September 9, 2026.Host Hotels & Resorts The company positions itself as the world's largest publicly traded lodging REIT and reports that it owns 75 hotels with 41,300 rooms across 21 top U.S. markets as of the second quarter 2026, underscoring the scale of its portfolio. In that second-quarter 2026 reporting cycle, Host updated its investor materials on August 6, 2026, following the August 5, 2026 earnings release, reinforcing guidance and capital allocation priorities for the remainder of 2026.Host Hotels & Resorts For investors, the combination of detailed quarterly materials and a focus on maintaining a strong balance sheet is central, as management continues to emphasize the goal of generating superior long-term, risk-adjusted returns for shareholders. Analyst focus on cash generation and sector positioning. Recent commentary compiled in a same-week analyst overview emphasizes that Host Hotels & Resorts carries a favorable rating profile, with the stock categorized as a buy-rated name by several covering firms and flagged for resilient cash flow into 2026, including positive estimate revisions for adjusted funds from operations per share.Ad-hoc corporate news Sector data show Host Hotels & Resorts stock rated Buy on average, with a one-year target estimate of USD 25.14 compared with the current USD 22.05 level, implying upside of about 14.0 percent if consensus is reached.Yahoo Finance That gap between the present share price and the average 12-month target forms a key part of the equity story for many institutional investors. Discover more Brokerages & Day Trading Sector comparisons underline Host's role as a benchmark constituent in the hotel REIT group, where its approximately USD 15.1 billion market capitalization translates into a market weight of about 35.56 percent within the REIT - Hotel & Motel industry basket.Yahoo Finance For investors, that dominant weight means moves in Host Hotels & Resorts stock can influence the broader hotel REIT index performance, making the company's quarterly guidance and cash flow trajectory particularly important when assessing sector exposure. Volatility, capex and recent drawdown frame risk. Alongside the constructive rating backdrop, risk considerations have reappeared in recent sector research. A fresh industry note on hotel stocks published on September 9, 2026 reports that Host Hotels & Resorts shares fell 12.7 percent over the latest month, alongside double-digit percentage declines for peers such as Summit Hotel Properties and Braemar Hotels & Resorts.CoStar This quantified drawdown underlines that, even with a year-to-date gain of 24.37 percent, the stock can experience significant short-term volatility when macro conditions or travel demand expectations shift. Capital expenditure and weather-related events also play into the long-term risk profile. A recent hospitality capital expenditure analysis notes that Host Hotels & Resorts spent USD 75 million in 2025 on hurricane and other restoration work, representing roughly 11.6 percent of its overall capex for that year, including restoration spending at a Florida St. Pete Beach property.Skift Historically, that level of event-driven spending illustrates how severe-weather risks can absorb a material share of annual capital budgets and potentially weigh on free cash flow if similar patterns were to recur. Discover more Stocks & Bonds Accounting & Auditing Stock level and sector metrics as of September 9, 2026. As of September 9, 2026, sector data place Host Hotels & Resorts stock at USD 22.05 on its primary listing on the New York Stock Exchange, with a modest positive day change of 0.27 percent and a 52-week performance that leaves the shares up 24.37 percent year to date in the hotel REIT industry.Yahoo Finance The same sector table assigns Host an average Buy rating and a one-year target of USD 25.14, setting a reference point for investors comparing the stock's present valuation with anticipated adjusted funds from operations growth. Host Hotels & Resorts stock key data. * Company: Host Hotels & Resorts, Inc. * ISIN: US44107P1049 * Ticker: HST * Trading venue: NYSE * Price (as of September 9, 2026): 22.05 USD * Market capitalization: 15.107B USD (as of September 9, 2026) * Sector / Industry: Real Estate / REIT - Hotel & Motel * Index membership: S&P 500 Sponsored Ad Host Hotels, Resorts stock: New analysis - 15 September. Fresh Host Hotels, Resorts information released. What's the impact for investors? Our latest independent report examines recent figures and market trends. Disclaimer regarding our articles: This is not investment advice, nor is it a recommendation to buy or sell. Information regarding prices, companies, and markets is provided without guarantee; changes may occur at any time. Stock market transactions can result in significant losses. Our articles are created and reviewed, in whole or in part, automatically with the assistance of AI. en | US44107P1049 | HOST HOTELS & RESORTS | boerse | 70076169 | bgmi