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Ryman Hospitality and Host Hotels top lodging REIT picks with strong returns and solid balance sheets.

Analyst Insights
04 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Ryman Hospitality Properties (RHP) and Host Hotels & Resorts (HST) are highlighted as leading lodging REIT investments due to their strong balance sheets, premium assets, and disciplined management. RHP trades at a discounted 12.4x price to adjusted funds from operations (P/AFFO) with a 4.4% yield and is projected to deliver 25% annualized returns with a year-end price target of $118. HST offers a 3.8% yield, trades at 13.0x P/AFFO, and is expected to return 15% over the next 12 months, supported by asset sales and a well-covered dividend. The daily pricing volatility in hotel REITs creates opportunities, but long-term success depends on quality assets, prudent capital allocation, and leverage management.

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