Xenia Hotels & Resorts Inc. Provides Positive Business Update Ahead of REITworld Conference
On December 4, 2025, Xenia Hotels & Resorts, Inc. (NYSE: XHR) released a business update, showcasing a strong performance quarter-to-date and optimistic projections for 2026. This update comes in anticipation of the company’s participation in Nareit's REITworld: 2025 Annual Conference, where industry leaders gather to discuss trends and opportunities within the real estate investment trust (REIT) sector.
1. Strong Portfolio Performance in Q4 2025
Xenia's operational performance has met management's expectations, with the company reporting robust growth in its portfolio metrics. For the fourth quarter through November 30, 2025, Xenia estimates that Same-Property Revenue per Available Room (RevPAR) surged by 5.6%, while Total RevPAR increased by an impressive 8.1% compared to the same period in 2024. Notably, the recent government shutdown at the beginning of the quarter did not significantly hinder the overall portfolio performance, demonstrating resilience in the company's operations.
2. Promising Outlook for 2026
As Xenia looks ahead to 2026, the company is poised for continued growth driven by increased group demand and a diverse revenue mix. Key highlights from the company’s outlook include:
- Group Rooms Revenue Pace: As of October 31, 2025, Xenia reported a 15% increase in group rooms revenue pace compared to the previous year. This growth is significant due to the fact that approximately 35% of the company’s room night demand is derived from the group segment. The premium lodging portfolio, which comprises entirely luxury and upper upscale properties, remains highly attractive to group clients.
- Diverse Revenue Mix: The company has established a well-balanced revenue stream, with 56% derived from rooms and 44% from non-rooms revenue. This proportion is notably higher than that of its lodging REIT peers, indicating a strategic advantage in revenue diversification.
- Growth in Non-Room Revenues: Xenia anticipates that non-rooms revenue growth will outpace rooms revenue growth in 2026. Year-to-date through the third quarter of 2025, the company reported a non-rooms revenue growth rate over four times that of rooms revenue. Investments in meeting spaces and group amenities have played a crucial role in this growth trajectory.
3. Capital Markets Activity: Share Repurchases
In addition to its operational highlights, Xenia has been active in the capital markets, repurchasing shares based on a favorable outlook and attractive valuation. As of December 4, the company has repurchased approximately 2.7 million shares at a weighted average price of $13.56 per share during the quarter. Year-to-date, Xenia has repurchased around 9.4 million shares, which constitutes 9.2% of the shares outstanding as of the end of 2024. The company retains approximately $97.5 million under its share repurchase authorization, indicating a commitment to returning value to shareholders.
4. About Xenia Hotels & Resorts, Inc.
Xenia Hotels & Resorts, Inc. is a self-advised and self-administered REIT specializing in luxury and upper upscale hotels and resorts. The company has a strong footprint across the top 25 lodging markets in the United States, owning 30 properties with a total of 8,868 rooms. Xenia's hotels are operated or licensed by reputable brands including Marriott, Hyatt, Kimpton, Fairmont, Loews, Hilton, and The Kessler Collection.
The positive business update positions Xenia Hotels & Resorts favorably as it heads into 2026, with strong operational metrics and a strategic focus on group demand and revenue diversification. Investors and industry stakeholders will be keen to observe how these developments unfold in the coming months.
