Portfolio Re-Investment and Growth Opportunities Presentation
COMPANY
OVERVIEW
RECENT
HIGHLIGHTS
PORTFOLIO
UPDATE
GROWTH
OPPORTUNITIES
CORPORATE
RESPONSIBILITY
RECONCILIATIONS &
SUPPLEMENTAL INFO
Full Service Lodging REITS Comparisons.
Lodging REITs in the other full-service lodging REIT group are based on the next six largest lodging REITS by market capitalization (excluding APLE and SVC, which have a
high portfolio concentration of limited service hotels, and RHP, which is a hotel, resort, entertainment, and media company, and are not comparable to Host's portfolio).
Full-Service Lodging REITS
Host Hotels & Resorts, Inc. (HST)
Sunstone Hotel Investors, Inc. (SHO)
Park Hotels & Resorts, Inc. (PK) (1)
RLJ Lodging Trust (RLJ)
Diamondrock Hospitality Co. (DRH)
Pebblebrook Hotel Trust (PEB)
Xenia Hotels & Resorts (XHR) (1)
Total Shareholder Returns at March 31, 2024
3 Year
5 Year
7 Year
10 Year
34.6 %
26.6 %
40.2 %
47.7 %
(6.4)%
(14.4)%
18.3 %
(3.1)%
(25.0)%
(19.2)%
(24.4)%
(4.0)%
(5.4)%
(36.1)%
(47.7)%
(18.7)%
(22.7)%
10.1 %
(11.7)%
6.6 %
(35.5)%
0.7 %
(39.4)%
- %
(34.1)%
8.6 %
(40.9)%
- %
Full-Service Lodging REITS
Adjusted EBITDAre
NAREIT FFO/Share
Dividends/Share
Total
Shareholder
Return
2023
2019
%
Change
2023
2019
%
Change
TTM Q1
2024
%
FY 2019 Change
12/31/2018-
3/31/2024
Host Hotels & Resorts, Inc. (HST) (2)
$ 1,629 $ 1,534
6 %
$
1.92 $ 1.70
13 %
$
0.98 $ 0.85
15 %
45 %
Sunstone Hotel Investors, Inc. (SHO)
Park Hotels & Resorts, Inc. (PK)
263
320
(18) %
0.95
1.09
(13) %
0.32
0.74
(57) %
(5) %
659
786
(16) %
1.61
2.44
(34) %
2.25
1.90
18 %
(9)%
RLJ Lodging Trust (RLJ)
364
462
(21) %
1.48
1.99
(26) %
0.38
1.32
(71) %
(17) %
Diamondrock Hospitality Co. (DRH)
272
260
5 %
0.89
1.49
(40) %
0.12
0.50
(76) %
16 %
Pebblebrook Hotel Trust (PEB)
356
479
(26) %
1.44
2.40
(40) %
0.04
1.52
(97) %
(42) %
Xenia Hotels & Resorts (XHR)
252
302
(17)%
1.38
2.07
(33) %
0.42
1.10
(62) %
- %
Other Full-Service Lodging REIT Average
(15)%
(31)%
(57)%
(10)%
1.
2.
Company was not publicly traded for the time frame with no reported returns.
See Reconciliation of Net Income to EBITDA, EBITDAre and Adjusted EBITDAre and Reconciliation of Net Income to Diluted Earnings per Common Share to NAREIT and Adjusted Funds From Operations per Diluted Share for HST's
comparable GAAP metrics.
2024 Host Hotels & Resorts, Inc.
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