Portfolio Re-Investment and Growth Opportunities Presentation
COMPANY
OVERVIEW
RECENT
HIGHLIGHTS
PORTFOLIO
UPDATE
GROWTH
OPPORTUNITIES
CORPORATE
RESPONSIBILITY
RECONCILIATIONS &
SUPPLEMENTAL INFO
Host Hotels & Resorts Fact Sheet
HST
NASDAQ
S&P 500
SINCE 2007
ONLY S&P 500 LODGING REIT
1st BECAME LODGING
Spun out Marriott in 1993; REIT status requires
external managers and TRS structure
$14.8B
EQUITY MARKET CAP(1)
TOTAL SHAREHOLDER
#1 RETURNS
vs. other full-service lodging REITS
on 3, 5, 7, and 10-year bases (2)
MANAGER (room count)
$18.2B
ENTERPRISE VALUE(1)
INVESTMENT GRADE
SINCE 2013 (3)
Only IG lodging REIT | Committed to IG rating
More on slide 12
CHAIN SCALE (room count)
79
HOTELS
42,700
Top-10 Markets
ROOMS
88% BRAND MANAGED
71% UPPER UPSCALE
(2023 Total Revenue) (4)
1. San Diego
9%
2.
Orlando
9%
3.
Maui/Oahu
8%
4. New York
7%
62% MARRIOTT
12% INDEPENDENT
BRANDS (2023 Total Revenue) (4)
26% LUXURY
2% UPSCALE
1% MIDSCALE
BUSINESS MIX (2023 Room Revenues) (4)
35% GROUP
5. San Francisco/San Jose
7%
6.
Phoenix
7%
20% HYATT
7. Florida Gulf Coast
6%
5% FOUR SEASONS
8. Washington, DC (CBD)
6%
3% HILTON
61% TRANSIENT
9. Miami
5%
4% ACCOR
10. Boston
3%
6% OTHER/INDEPENDENT
4% CONTRACT
Other full-service lodging REITs include DRH, PEB, PK, RLJ, SHO, and XHR. Total shareholder returns are as of March 31, 2024. Source: Factset. See Reconciliations and Supplemental Information for full-service lodging REIT
definition and methodology and total shareholder return details. The returns are based on historical results and are not intended to suggest future performance.
1)
As of March 31, 2024. See Capitalization in Supplemental Financial information.
2)
3)
4)
A securities rating is not a recommendation to buy, sell or hold securities and may be subject to revision or withdrawal at any time. Credit ratings are subject to change depending on financial and other factors.
Hotel and room counts as of May 1, 2024. Revenues based on hotels owned as of December 31, 2023. For business mix, 2023 business transient and leisure percentages are estimates.
2024 Host Hotels & Resorts, Inc.
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