Kenneth Billingsley
Analyst
Compass Point
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About Kenneth Billingsley
Kenneth Billingsley is recorded as Analyst at Compass Point. Kenneth Billingsley has spoken on 11 earnings calls across 6 companies, most recently for Apple Hospitality REIT, Inc. on November 6, 2026. Those appearances were for Apple Hospitality REIT, Inc. (APLE), RLJ Lodging Trust (RLJ), FrontView REIT, Inc. (FVR), Sunstone Hotel Investors, Inc. (SHO), Pebblebrook Hotel Trust (PEB) and 1 other company. The companies whose calls Kenneth Billingsley spoke on are classified in the Real Estate sector.
Kenneth Billingsley on recent calls
“Just on the 10% October rev par, a lot of it, I know you mentioned was related to government shutdown. What percentage would you say is related to that?”
“On slide 11, you list that ABR over the next five years is approximately $25 per square foot. If you were to look at market rates and they were all released today, what would that $25 look like?”
“And lastly, I just want to ask about Pittsburgh and get an idea of what your expectations were versus, I believe you said it was 23 percent ref par growth in first quarter 26, but with the NFL draft exceeding expectations, can you talk about how your expectations were met or exceeded?”
“One, just to follow up, you said second quarter adjusted EBITDA is expected to be below last year. Is that just primarily on room count being down?”
“Two of them here is one on EBITDA growth. So you've expressed a lot of conservatism on the call with regard to growth expectations, revenue being lower than expense growth guidance.”
Affiliation history
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Compass Point
Analyst
Source not stated
Current