Baron Real Estate Income Fund Invests in Host Hotels & Resorts, Citing Strong Growth Potential

Monday, Aug 11, 2025 9:04 am ET1min read

Baron Funds, a leading investment management company, has highlighted Host Hotels & Resorts, Inc. (NASDAQ:HST) in its second-quarter 2025 investor letter. The company has a favorable view of HST due to its large portfolio of premier hotels in attractive markets, strong management, and liquid investment-grade balance sheet. HST's current valuation is considered compelling, and the fund acquired shares in the company during the quarter.

Baron Funds, a leading investment management company, has recently highlighted Host Hotels & Resorts, Inc. (NASDAQ:HST) in its second-quarter 2025 investor letter. The company has expressed a favorable view of HST due to its large portfolio of premier hotels in attractive markets, strong management, and liquid investment-grade balance sheet. The fund acquired shares in the company during the quarter, indicating confidence in its current valuation.

Host Hotels & Resorts, Inc. reported a 1.03% increase in its stock price on Monday, July 1st, 2025, reaching $15.69. This rise snapped a five-day losing streak and closed 18.98% short of its 52-week high of $19.37, achieved on December 11th, 2024 [1]. The stock demonstrated a mixed performance compared to its competitors, with Ryman Hospitality Properties Inc. (RHP), Apple Hospitality REIT Inc. (APLE), and Pebblebrook Hotel Trust (PEB) also experiencing gains [1].

In addition to its strong financial performance, Host Hotels & Resorts, Inc. has been recognized for its commitment to corporate responsibility. The company aims to become a net positive company by 2050, focusing on net positive environmental impact, climate resilience, and inclusive workplace culture [2]. Host has invested approximately $300 million in hurricane-resistant windows and doors, building facades, and relocation of critical building systems, and has issued green bonds to finance LEED® projects [2].

Baron Funds' positive view of Host Hotels & Resorts, Inc. is supported by its robust financial position and strategic focus on sustainability and community impact. The company's strong management team and attractive market positioning further enhance its investment prospects.

References:
[1] https://www.marketwatch.com/data-news/host-hotels-resorts-inc-stock-rises-monday-still-underperforms-market-89e75d98-c9f7bdf6c370
[2] https://www.marketscreener.com/news/host-hotels-resorts-2025-corporate-responsibility-highlights-ce7c5ed8d08dff20

Baron Real Estate Income Fund Invests in Host Hotels & Resorts, Citing Strong Growth Potential

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