Core Insights - Host Hotels & Resorts, Inc. reported better-than-expected third-quarter financial results, with quarterly FFO of 35 cents, surpassing market estimates of 33 cents, and sales of $1.331 billion, exceeding expectations of $1.313 billion [1] - The company raised its FY2025 FFO guidance from a range of $1.98-$2.02 to $2.03 [1] Financial Performance - The company achieved a comparable hotel Total RevPAR growth of 0.8% over Q3 2024, driven by strong transient demand, which improved room revenues and ancillary spending [2] - Comparable hotel RevPAR increased by 0.2% over the same quarter last year, supported by higher rates across the portfolio and improving leisure transient trends in Maui [2] - The company now expects comparable hotel RevPAR growth of approximately 3.0% and comparable hotel Total RevPAR growth of approximately 3.4% over 2024, exceeding previous guidance ranges [2] Market Reaction - Following the earnings announcement, Host Hotels shares rose by 3.1%, trading at $17.86 [2] Analyst Ratings - Compass Point analyst Floris Van Dijkum upgraded Host Hotels from Neutral to Buy, raising the price target from $18 to $22.5 [5] - JP Morgan analyst Daniel Politzer maintained a Neutral rating but raised the price target from $17 to $18 [5]

Core Insights - NetSTREIT Corp reported better-than-expected third-quarter results, with quarterly FFO of 33 cents per share, surpassing the analyst consensus estimate of 32 cents per share [1] - The company achieved quarterly sales of $48.308 million, exceeding the analyst consensus estimate of $46.223 million [1] - NetSTREIT affirmed its FY2025 FFO guidance of $1.29-$1.31 per share [1] Financial Performance - The CEO highlighted strong execution in Q3, achieving record gross investment volume and raising over $690 million in capital [2] - The company is ahead of its year-end diversification goals and has a lowly levered balance sheet with over $1.1 billion in available liquidity [2] - Despite positive results, NetSTREIT shares fell 3.4% to $18.88 following the announcement [2] Analyst Ratings and Price Targets - Analysts have adjusted their price targets for NetSTREIT following the earnings announcement [3] - Baird analyst Wesley Golladay maintained an Outperform rating and raised the price target from $20 to $21 [5] - Stifel analyst Simon Yarmak maintained a Buy rating and also raised the price target from $20 to $21 [5]