Portfolio Re-Investment and Growth Opportunities Presentation
COMPANY
OVERVIEW
RECENT
HIGHLIGHTS
PORTFOLIO
UPDATE
GROWTH
OPPORTUNITIES
CORPORATE
RESPONSIBILITY
RECONCILIATIONS &
SUPPLEMENTAL INFO
Recent Capital Allocation.
DIVIDEND
$1.2B
CAPITAL RETURN TO STOCKHOLDERS
Total dividends paid since re-introducing the
dividend post-pandemic in 2022
SHARE REPURCHASE
$208M
Since 2022, 13.1 million shares repurchased at an average
price of $15.93
$792 million of remaining capacity under the current
repurchase program
RE-INVESTMENT
$1.7B
PORTFOLIO INVESTMENTS
Portfolio re-investment on ROI capex projects
between 2019-2024E
► Projects include comprehensive renovations and ROI
developments
ACCRETIVE RECYCLING (1)
ACQUISITIONS
DISPOSITIONS
$2.4B @ 13.0x $1.5B @ 17.5x
EBITDA
From 2021-2024, accretively recycled assets in the
portfolio to elevate the EBITDA growth profile
EBITDA
► Acquired 10 fee-simple assets in 6 new markets with no
meaningful near-term capex expected
Disposed of 11 legacy assets, 3 on ground leases, and
avoided $470 million in estimated near-term capex
1)
See footnote 1 on slide 10 for comparable GAAP metrics.
2024 Host Hotels & Resorts, Inc.
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