3 Hotel REITs Poised to Benefit from the World Cup

The 2026 FIFA World Cup is expected to generate over $2.4 billion in incremental economic value across U.S., Canada, and Mexico accommodations, with 21.3 million hotel room nights projected. Three hotel REITs—Host Hotels & Resorts, Park Hotels & Resorts, and Ryman Hospitality Properties—are positioned to benefit from World Cup demand. All three stocks have surged significantly this year but are showing technical signs of momentum cooling, with analysts suggesting patient investors may wait for pullbacks before adding exposure.

06/18/2026, 11:05 AM • Investing

Why One Fund Added $4.2 Million to Park Hotels Even Though the Stock Has Slid 27%

Matthew 25 Management increased its stake in Park Hotels & Resorts (PK) by 373,500 shares for $4.22 million in Q3, despite the stock declining 27% over the past year. The fund is betting on the company's cash flow durability and asset-backed value, viewing it as a cyclical hedge to its growth-heavy portfolio. Park Hotels faces near-term headwinds with declining RevPAR and margin compression, but maintains strong liquidity of $2.1 billion and a 9% dividend yield.

12/22/2025, 4:01 PM • The Motley Fool