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Host Hotels & Resorts, Inc.

HSTintermediary

Host Hotels & Resorts is the largest lodging REIT, owning 77 luxury and upper-upscale hotel properties with approximately 43,000 rooms, primarily operating under Marriott, Hyatt, and other premium brands.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($5.7B)

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Rooms Revenue (55%)
Food & Beverage (28%)
Other Revenue (17%)

Segment Breakdown & Key Customers

Product Details

Luxury & Upper-Upscale Hotels70%

Marriott, Hyatt, and Four Seasons branded luxury properties

Resort Properties20%

Destination resort hotels in top leisure markets

Food & Beverage10%

Restaurant, banquet, and catering revenue at owned hotels

Supply Chain Relationships

Competitors

Simon Property Group, Inc.

Real estate investment trusts

Impact: Low — different property type

VICI Properties Inc.

Hospitality and experiential REITs

Impact: Low — different hospitality segment

Partners

The Walt Disney Company

Hotel operations near theme parks

Impact: Low — complementary tourism

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

Latest News

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AI Analysis

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Company Info

Headquarters

Bethesda, Maryland, USA

Founded

1993

Employees

200+

Sector Overview — 부동산 (REIT)

Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Key Themes

  • •데이터센터 REIT — AMT·EQIX·DLR AI 인프라 수요로 임차 풀 소진
  • •주거용 REIT — 금리 인하 기대감으로 가격 반등 베팅 시작
  • •오피스 REIT — 재택 지속 + 공급 과잉으로 구조적 압박

Upcoming Catalysts

  • ◆EQIX·AMT·PLD Q1 실적 (2026.04~05)
  • ◆Fed 금리 결정 (2026.05)