Peter
Analyst
Evercore ISI
Equibles does not estimate personal net worth.
About Peter
Peter is recorded as Analyst at Evercore ISI. Peter has spoken on 4 earnings calls across 2 companies, most recently for Ryman Hospitality Properties, Inc. on November 3, 2026. Those appearances were for Ryman Hospitality Properties, Inc. (RHP) and Sunstone Hotel Investors, Inc. (SHO). The companies whose calls Peter spoke on are classified in the Real Estate sector.
Peter on recent calls
“Just quickly on the CapEx change, given this shift in timing, which seems to be putting more CapEx spend into 2026, can you just give us a framework of how you think about CapEx for next year, maybe some of the projects that you have on deck, and specifically any updates on the potential Rockies expansion?”
“The increase of $50 million this year, it seems like that's more of an acceleration, maybe shifting out of 2027. Is that correct? And if so, does that free up some more space next year to undertake, you know, additional projects that you hadn't yet contemplated?”
“So I guess if we zoom out and think about the 14-hotel portfolio and that portfolio, you know, reaching some level of stabilization, what are some of the building blocks left to get there? and I guess said differently, you know, what are some of the growth drivers beyond what you've provided for 2026?”
“Could you just go back to your thoughts on 4Q for us real quickly and tease that out, the mid-single-digit total REVCAR range, how has that changed over the last 90 days?”
Affiliation history
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Evercore ISI
Analyst
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