Our Gaming, Lodging & Leisure Team – led by Todd Jordan – is hosting a deep dive institutional call into the Lodging and REITS space. It will include the introduction of our new proprietary tools that track Airbnb supply data (traditional and non-traditional). Airbnb is the online marketplace and hospitality service, enabling people to list or rent short-term lodging including vacation rentals, apartment rentals, homestays, hostel beds, or hotel rooms.
It will also include:
- Update to our Airbnb data set
- Our forward looking Macro model that will signal RevPAR performance/outperformance.
The call will take place on Friday March 10th at 11am ET. Email sales@hedgeye.com for more information.
KEY DISCUSSION POINTS
"Extra Innings" Probability For The Stocks and Cycle:
- Statistically entertaining all narratives, bull and bear
- Addressing the meaning of "peak"
- What about a macro boost?
Looks like trouble at home:
- We take a step back and consider the drivers for key lodging markets in the US (Top 25)
- The implications of supply vs. demand imbalances on RevPAR and implications for REITs
Our Airbnb findings:
- We unlock our vault of Airbnb data and reveal our most compelling findings
- Statistical rigor - Sequential growth, YoY growth, density, etc...
Ticker Call outs:
- REIT comparative analysis - using our proprietary tools (Airbnb, customer satisfaction scores, ADR comparisons)
- Sentiment and valuation
- PK vs HST - a case study
CALL DETAILS
Ping sales@hedgeye.com for more information. Please note if you are not a current subscriber to our GLL research there will be a fee associated with this call.
ABOUT HEDGEYE
Hedgeye Risk Management is a leading independent provider of real-time investment research. Focused exclusively on generating and delivering investment ideas, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing.
The Hedgeye team features some of the world's most regarded research analysts - united around a vision of independent, uncompromised real-time investment research as a service.
