Portfolio Re-Investment and Growth Opportunities Presentation slide image

Portfolio Re-Investment and Growth Opportunities Presentation

COMPANY OVERVIEW RECENT HIGHLIGHTS PORTFOLIO UPDATE GROWTH OPPORTUNITIES CORPORATE RESPONSIBILITY RECONCILIATIONS & SUPPLEMENTAL INFO Hyatt Transformational Capital Program Overview WHAT WHY GOAL Following the success of stabilized comprehensive renovations, Host has reached an agreement with Hyatt on the Hyatt Transformational Capital Program ("HTCP"), a similar capex reinvestment program at six properties. Building on the success of the Marriott Transformational Capital Program, Host believes these portfolio investments will position the targeted hotels to compete better in their respective markets while seeking to enhance long-term performance. Targeting low double-digit stabilized annual cash-on-cash returns on incremental investment through a combination of enhanced owner's priority returns and RevPAR Index share gains $550-600 MILLION Total program investment expected (roughly 2/3 of which was planned) $40 MILLION Operating profit guarantee from Hyatt $125-200 MILLION Expected investment per year between 2024-2027 6 HTCP ASSETS TARGETED START TARGETED COMPLETION Grand Hyatt Atlanta in Buckhead Q1 2024 Q1 2025 Grand Hyatt Washington, DC Q1 2024 Q2 2025 Hyatt Regency Reston Q4 2024 Q1 2026 Hyatt Regency Washington on Capitol Hill Q1 2025 Q4 2025 Manchester Grand Hyatt San Diego Q1 2025 Q1 2027 Hyatt Regency Austin Q2 2025 Q3 2025 2024 Host Hotels & Resorts, Inc. 17
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