Added to YB: 2025-12-23
Pitch date: 2025-11-04
SHO-PI [bullish]
Sunstone Hotel Investors, Inc.
+2%
current return
Author Info
No bio for this author
Company Info
Sunstone Hotel Investors, Inc. is a lodging real estate investment trust ("REIT") that as of the date of this release owns 14 hotels comprised of 6,999 rooms, the majority of which are operated under nationally recognized brands.
Market Cap
$1.7B
Pitch Price
$8.98
Price Target
39.30 (+329%)
Dividend
3.93%
EV/EBITDA
13.15
P/E
953.82
EV/Sales
3.01
Sector
Hotel and Resort REITs
Category
special_situation
Sunstone Hotel Investors, Inc. - $SHO-PI
SHO-PI: REIT pref w/ 7%+ yield, 20-30% upside in sale scenario. $4bn portfolio of 14 premium hotels, activist Tarsadia demanding sale/threatening proxy fight. Board previously resisted but timing now ripe. Prefs cash out at par in privatization (+20-25% current price). Low 25% leverage, 61% common equity cushion vs peers. 50%+ sale probability next 12mo not priced in.
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