Where the Stress Is Forming in Hospitality: Performance, Debt Timing, and Market Selection

The early performance story for U.S. hotels in 2026 is best described as uneven rather than uniformly weak. After a strong start to the year, the week ending January 10 marked the first negative week of 2026, with RevPAR down 3.3% year over year. While that shift may appear abrupt, the underlying drivers suggest something […]