This Hotel REIT Just Tripled the S&P 500 YTD: RLJ Up 35% as Travel Spending Roars Back

Impact · against what's priced in

RLJ is experiencing a strong recovery driven by a massive Q1 earnings beat and the removal of imminent debt risks, though its current price already reflects much of this momentum by trading above analyst targets. The stock is essentially a 'recovery trade' catching a macro tailwind in urban travel spending rather than a structural shift in long-term performance.

RLJ+0.50

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