Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Hotel and Resort REITs Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies13
  • 7D-2.3%
  • 3M21.2%
  • 1Y35.5%
  • YTD29.7%

Over the last 7 days, the Hotel and Resort REITs industry has dropped 2.3%, driven by a pullback from Host Hotels & Resorts of 2.5%. This takes the industry's 12 month performance to a gain of 36%. Looking forward, earnings are forecast to grow by 7.7% annually.

Industry Valuation and Performance

Has the U.S. Hotel and Resort REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Jul 2026US$42.8bUS$20.6bUS$1.2b27.3x35.3x2.1x
Sat, 06 Jun 2026US$42.2bUS$20.6bUS$1.2b25.4x34.7x2x
Mon, 04 May 2026US$37.6bUS$22.4bUS$744.5m25.5x50.5x1.7x
Wed, 01 Apr 2026US$32.9bUS$22.3bUS$659.4m22.7x49.9x1.5x
Fri, 27 Feb 2026US$34.8bUS$22.3bUS$635.8m32.6x54.7x1.6x
Sun, 25 Jan 2026US$33.5bUS$22.2bUS$749.5m30.7x44.7x1.5x
Tue, 23 Dec 2025US$33.4bUS$22.2bUS$749.5m30.3x44.5x1.5x
Thu, 20 Nov 2025US$31.3bUS$22.2bUS$749.5m28.4x41.8x1.4x
Sat, 18 Oct 2025US$30.3bUS$22.2bUS$879.1m27.3x34.4x1.4x
Mon, 15 Sep 2025US$33.4bUS$22.3bUS$873.6m29.5x38.2x1.5x
Wed, 13 Aug 2025US$29.5bUS$22.3bUS$885.7m27.7x33.4x1.3x
Fri, 11 Jul 2025US$31.9bUS$22.1bUS$984.8m27.9x32.3x1.4x
Sun, 08 Jun 2025US$30.5bUS$22.1bUS$984.8m24.2x30.9x1.4x
Tue, 06 May 2025US$29.0bUS$22.1bUS$1.0b20.5x28.2x1.3x
Thu, 03 Apr 2025US$30.0bUS$21.9bUS$1.1b23.9x26.3x1.4x
Sat, 01 Mar 2025US$33.1bUS$21.9bUS$1.1b28.3x29.2x1.5x
Mon, 27 Jan 2025US$35.2bUS$21.8bUS$1.5b17.8x23x1.6x
Wed, 25 Dec 2024US$37.3bUS$21.8bUS$1.5b18.4x24.3x1.7x
Fri, 22 Nov 2024US$35.8bUS$21.8bUS$1.5b19.5x23.4x1.6x
Sun, 20 Oct 2024US$36.4bUS$21.6bUS$1.5b20x25x1.7x
Tue, 17 Sep 2024US$35.5bUS$21.6bUS$1.5b18.5x24.4x1.6x
Thu, 15 Aug 2024US$33.9bUS$21.6bUS$1.4b18.2x23.6x1.6x
Sat, 13 Jul 2024US$36.2bUS$21.4bUS$1.2b21.8x29.1x1.7x
Mon, 10 Jun 2024US$36.2bUS$21.4bUS$1.2b22.9x29.2x1.7x
Wed, 08 May 2024US$38.3bUS$21.4bUS$1.3b24.2x28.5x1.8x
Fri, 05 Apr 2024US$40.9bUS$21.3bUS$1.4b25.8x29.6x1.9x
Sun, 03 Mar 2024US$42.1bUS$21.2bUS$1.4b24.4x30x2x
Tue, 30 Jan 2024US$40.6bUS$21.4bUS$1.1b28.1x35.5x1.9x
Thu, 28 Dec 2023US$41.8bUS$21.4bUS$1.1b28.2x36.6x2x
Sat, 25 Nov 2023US$36.6bUS$21.4bUS$1.1b24.5x32x1.7x
Mon, 23 Oct 2023US$33.3bUS$21.3bUS$1.4b21.9x23.5x1.6x
Wed, 20 Sep 2023US$34.7bUS$21.3bUS$1.4b21.8x24.5x1.6x
Fri, 18 Aug 2023US$34.0bUS$21.3bUS$1.4b20.7x24x1.6x
Sun, 16 Jul 2023US$36.4bUS$21.2bUS$1.8b21.8x20x1.7x
Price to Earnings Ratio

20x


Total Market Cap: US$36.4bTotal Earnings: US$1.8bTotal Revenue: US$21.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hotel and Resort REITs Industry Price to Earnings3Y Average 32.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Hotel and Resort REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 35.3x which is higher than its 3-year average PE of 32.1x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Hotel and Resort REITs industry have declined 13% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market-0.43%
Real Estate0.00034%
Hotel and Resort REITs-2.29%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SVC Service Properties TrustUS$8.572.0%
+US$22.0m		-36.0%PB2.2x

Latest News

SVC
US$8.57
Service Properties Trust
7D
2.0%
1Y
-36.0%
PK
US$13.76
Park Hotels & Resorts
7D
-2.9%
1Y
27.1%
Narrative Update • Jul 06

PK: Future Upside Will Depend On CapEx Roll-Off And Free Cash Flow

Analysts have lifted the implied fair value estimate for Park Hotels & Resorts from about $17.60 to roughly $19.40, citing a series of price target increases. These are supported by updated models that reflect revised revenue growth, profit margin assumptions, and ongoing but eventually moderating CapEx plans across recent research.
PEB
US$17.77
Pebblebrook Hotel Trust
7D
-4.4%
1Y
66.5%
Narrative Update • Jul 06

PEB: Index Inclusion And Higher Margins Will Likely Mask Overvaluation

Analysts have revised their fair value estimate for Pebblebrook Hotel Trust from $9.00 to $12.00, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E, which they view as better aligned with the stock's current risk and earnings profile. What’s in the News for Pebblebrook Hotel Trust Pebblebrook Hotel Trust was added to the Russell 2000 Defensive and Russell 2000 Value-Defensive indices, which may increase its visibility with institutional investors and index-tracking funds.
HST
US$22.76
Host Hotels & Resorts
7D
-2.5%
1Y
40.9%
Narrative Update • Jul 02

HST: Strong RevPAR Trends Are Expected To Support Higher Future P/E

Host Hotels & Resorts' analyst price target has shifted higher to $28.00 from $25.52, reflecting analysts' updated views around stronger than expected RevPAR trends, refreshed lodging REIT models following recent earnings and conference updates, and generally low expectations that leave room for potential upside, even as World Cup related demand remains uncertain. Analyst Commentary Recent Street research around Host Hotels & Resorts highlights a cluster of upward price target revisions, with bullish analysts pointing to RevPAR trends, refreshed lodging REIT models and low starting expectations as key supports for their views on the stock.
INN
US$6.33
Summit Hotel Properties
7D
-5.2%
1Y
17.7%
Narrative Update • Jul 02

INN: 2026 Outlook Will Hinge On Buybacks Despite Persistent Losses

Analysts have lifted the price target on Summit Hotel Properties by $1 to $7, citing updated lodging REIT models following Q1 earnings, refreshed guidance, and recent commentary from the NAREIT REIT Week conference. What’s in the News for Summit Hotel Properties Summit Hotel Properties was added to the Russell 2000 Defensive Index, according to index constituent updates.
RHP
US$124.21
Ryman Hospitality Properties
7D
-0.5%
1Y
21.6%
DRH
US$11.65
DiamondRock Hospitality
7D
-2.3%
1Y
46.2%
RLJ
US$11.07
RLJ Lodging Trust
7D
-5.3%
1Y
45.3%
Narrative Update • Jun 26

RLJ: Recent Share Surge Will Face Risk As Earnings Catch Up

RLJ Lodging Trust's fair value estimate has shifted from $8.43 to $10.34 as analysts raise price targets into a $9 to $13 range, pointing to sector rerating, urban market exposure, financial flexibility, and steady demand drivers, while also flagging valuation caution after recent share outperformance. Analyst Commentary Recent research on RLJ Lodging Trust shows a mix of optimism and caution, with several firms revising price targets into a higher range while also highlighting valuation risk after the stock's recent outperformance versus the lodging sector.
APLE
US$16.07
Apple Hospitality REIT
7D
-2.5%
1Y
31.2%
Narrative Update • Jun 23

APLE: RevPAR Strength And Dividend Yield Will Shape Future World Cup Upside

Analysts have modestly raised the implied fair value estimate for Apple Hospitality REIT to $15.50 from $14.44. This reflects updated assumptions for slightly higher revenue growth, a marginally higher discount rate, a small uplift in profit margins, and a revised future P/E framework that aligns with recent sector price target moves in the $16 to $17 range.