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U.S. Hotel and Resort REITs Industry Analysis

UpdatedJan 04, 2026
DataAggregated Company Financials
Companies16
  • 7D-1.1%
  • 3M6.1%
  • 1Y-8.4%
  • YTDn/a

Over the last 7 days, the Hotel and Resort REITs industry has dropped 1.1%, driven by a pullback from Host Hotels & Resorts of 1.5%. On the other hand Service Properties Trust is actually up 8.6%. The industry has fallen 8.4% in the last year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Jan 2026US$32.8bUS$22.2bUS$749.5m29.6x43.7x1.5x
Tue, 02 Dec 2025US$32.3bUS$22.2bUS$749.5m29.4x43.2x1.5x
Thu, 30 Oct 2025US$30.3bUS$22.3bUS$873.6m27.7x34.7x1.4x
Sat, 27 Sep 2025US$32.1bUS$22.3bUS$873.6m28.6x36.8x1.4x
Mon, 25 Aug 2025US$32.5bUS$22.2bUS$901.9m29.9x36.1x1.5x
Wed, 23 Jul 2025US$31.5bUS$22.1bUS$984.8m28.3x32x1.4x
Fri, 20 Jun 2025US$30.6bUS$22.1bUS$984.8m25.1x31x1.4x
Sun, 18 May 2025US$30.6bUS$22.1bUS$984.8m24.9x31x1.4x
Tue, 15 Apr 2025US$27.2bUS$21.9bUS$1.1b18.6x23.8x1.2x
Thu, 13 Mar 2025US$32.0bUS$21.9bUS$1.1b25.3x28.2x1.5x
Sat, 08 Feb 2025US$35.2bUS$21.8bUS$1.5b18.3x23x1.6x
Mon, 06 Jan 2025US$36.0bUS$21.8bUS$1.5b17.9x23.6x1.7x
Wed, 04 Dec 2024US$38.0bUS$21.8bUS$1.5b20.4x24.8x1.7x
Fri, 01 Nov 2024US$35.3bUS$21.6bUS$1.5b19.6x23.9x1.6x
Sun, 29 Sep 2024US$37.4bUS$21.6bUS$1.5b20x25.7x1.7x
Tue, 27 Aug 2024US$36.2bUS$21.7bUS$1.4b19x25x1.7x
Thu, 25 Jul 2024US$37.1bUS$21.4bUS$1.2b21.5x29.9x1.7x
Sat, 22 Jun 2024US$36.3bUS$21.4bUS$1.2b21.6x29.2x1.7x
Mon, 20 May 2024US$37.9bUS$21.4bUS$1.2b23.4x30.5x1.8x
Wed, 17 Apr 2024US$39.8bUS$21.3bUS$1.4b24.8x28.8x1.9x
Fri, 15 Mar 2024US$41.5bUS$21.2bUS$1.4b25.7x29.7x2x
Sun, 11 Feb 2024US$39.9bUS$21.1bUS$1.1b27.4x35.3x1.9x
Tue, 09 Jan 2024US$40.9bUS$21.4bUS$1.1b27.9x35.8x1.9x
Thu, 07 Dec 2023US$37.0bUS$21.4bUS$1.1b25.2x32.4x1.7x
Sat, 04 Nov 2023US$35.9bUS$21.4bUS$1.3b23.1x27.5x1.7x
Mon, 02 Oct 2023US$34.1bUS$21.3bUS$1.4b22x24.1x1.6x
Wed, 30 Aug 2023US$34.9bUS$21.3bUS$1.4b21.9x24.6x1.6x
Fri, 28 Jul 2023US$36.0bUS$21.2bUS$1.8b21.7x19.8x1.7x
Sun, 25 Jun 2023US$34.3bUS$21.2bUS$1.8b20.6x18.9x1.6x
Tue, 23 May 2023US$35.5bUS$21.2bUS$1.8b21.5x19.5x1.7x
Thu, 20 Apr 2023US$35.7bUS$20.1bUS$1.2b21.7x30.3x1.8x
Sat, 18 Mar 2023US$33.6bUS$20.1bUS$1.2b23.4x28.5x1.7x
Mon, 13 Feb 2023US$39.1bUS$18.8bUS$963.3m24.9x40.6x2.1x
Wed, 11 Jan 2023US$35.2bUS$18.8bUS$963.3m21.7x36.6x1.9x
Price to Earnings Ratio

36.6x


Total Market Cap: US$35.2bTotal Earnings: US$963.3mTotal Revenue: US$18.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hotel and Resort REITs Industry Price to Earnings3Y Average 29.7x202420252026
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 43.7x which is higher than its 3-year average PE of 29.7x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Hotel and Resort REITs industry have declined 8.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Hotel and Resort REITs compare with similar industries?

US Market-0.99%
Real Estate-0.72%
REITS0.55%
Hotel and Resort REITs-1.08%
Diversified REITs0.55%
Industrial REITs0.036%
Specialized REITs-0.55%
Healthcare REITs-0.56%
Residential REITs-0.67%
Office REITs-0.67%
Retail REITs-1.17%
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$1.908.6%
+US$25.2m		-24.6%PB0.5x
PEB Pebblebrook Hotel TrustUS$11.550.6%
+US$8.0m		-14.1%PB0.5x
APLE Apple Hospitality REITUS$12.060.2%
+US$4.7m		-20.4%PB0.9x
AHT Ashford Hospitality TrustUS$4.4218.2%
+US$4.4m		-41.8%PS0.03x
SHO Sunstone Hotel InvestorsUS$9.130.1%
+US$1.9m		-22.6%PB1x

Latest News

RLJ
US$7.65
RLJ Lodging Trust
7D
-0.3%
1Y
-23.3%
SVC
US$1.90
Service Properties Trust
7D
8.6%
1Y
-24.6%

SVC: Improved Margins And Liquidity Will Support Future Upside Potential

Analysts have modestly reduced their price target on Service Properties Trust to reflect a slightly weaker revenue growth outlook but marginally improved profit margin expectations, setting the target at 2.50 per share while keeping valuation multiples broadly unchanged. Valuation Changes Fair Value Estimate: unchanged at 2.50 per share, indicating no revision to the intrinsic value assessment.
CLDT
US$6.80
Chatham Lodging Trust
7D
-1.3%
1Y
-22.8%
RHP
US$95.48
Ryman Hospitality Properties
7D
-2.0%
1Y
-8.5%
PK
US$10.77
Park Hotels & Resorts
7D
-0.6%
1Y
-24.1%
BHR
US$2.86
Braemar Hotels & Resorts
7D
-2.4%
1Y
-5.6%
SHO
US$9.13
Sunstone Hotel Investors
7D
0.1%
1Y
-22.6%
XHR
US$14.34
Xenia Hotels & Resorts
7D
-2.7%
1Y
-3.4%
DRH
US$9.12
DiamondRock Hospitality
7D
-0.5%
1Y
2.0%
APLE
US$12.06
Apple Hospitality REIT
7D
0.2%
1Y
-20.4%
PEB
US$11.55
Pebblebrook Hotel Trust
7D
0.6%
1Y
-14.1%
AHT
US$4.42
Ashford Hospitality Trust
7D
18.2%
1Y
-41.8%
HST
US$18.16
Host Hotels & Resorts
7D
-1.5%
1Y
4.1%

HST: Stronger Revpar And Ebitda Will Support A Bullish Repricing

Analysts have raised their fair value estimate for Host Hotels and Resorts to approximately $22.96 from $21.50, citing stronger than expected Q2 RevPAR and EBITDA performance and an upward revision to 2025 guidance that supports a higher future earnings multiple, despite slightly lower long term growth and margin assumptions. Analyst Commentary Bullish analysts highlight that the recent upside surprise in Q2 RevPAR and EBITDA reinforces confidence in Host Hotels and Resorts' ability to execute in a still-normalizing travel and lodging environment.