Articles

Can Hotels Capitalize on Event-Driven Demand as Supply Growth Falters?

The latest hotel supply trends reveal a market shaped by strong event-driven demand and moderating construction activity. Valentine’s Day, the Super Bowl, Mardi Gras, and...

Event-Driven Surges, Chain Scale Divergence, and Core Stability: What February’s Hotel Data Reveals

The first full week of February delivered a meaningful shift in U.S. hotel performance trends. After several weeks of uneven results, national RevPAR growth accelerated,...

Storms, Supply, and Shifting Expectations: Where Hospitality Stands in Early 2026

The hospitality industry entered 2026 navigating weather volatility, uneven market performance, supply expansion, and shifting economic signals. January 2026 hotel performance data underscores how sensitive...

Winter Disruptions & Weekday Strength: What January Hotel Performance Really Says About Demand

January hotel performance is rarely smooth, but the week of January 18–24 delivered a sharper test than expected. While the MLK holiday historically brings softer...

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,...

Consumer Spending in 2026: Income Growth, Tax Refunds, and a Selective Path Forward

The consumer backdrop entering 2026 is best described as measured rather than exuberant. Data from Bank of America Institute, paired with commentary from major investment...

What’s Really Driving Real Estate Momentum Heading Into 2026 – & Where Hotel Investment Opportunities Are Emerging

Slow news cycles often provide the clearest insight. When headlines quiet down, fundamentals and market-level data move to the forefront, making it easier to evaluate...

How Supply, Demand, and Policy Are Reshaping Hotel Market Performance

As the U.S. hotel industry moves into year-end, performance is no longer defined by national averages. Recent data shows a market increasingly shaped by local...

What November’s Hotel Performance and Consumer Caution Mean for 2026

As the U.S. hospitality industry moves through the holiday season, November’s results reveal a hotel sector walking a fine line between stabilization and stagnation. Performance...

Three Major Shifts Reshaping Hospitality: Construction Trends, Corporate Strategy, and Portfolio Movements

The hospitality industry is transitioning into a new phase defined by recalibration rather than disruption. Three significant themes are emerging from this week’s data: Choice...

Five Signals Shaping the Hospitality & Real Estate Outlook Heading Into 2026 

The hospitality and real estate sectors are heading into 2026 with a mix of recalibration and early signs of stabilization. Hotel stocks, apartment REITs, transaction...

Hotel Earnings Week: Credit-Card Upside, Low-Gear RevPAR, and a Lesson in Sonder

The hotel industry wrapped up another earnings week with cautious optimism—and a dose of reality. Most operators reported results ahead of expectations, but the tone...

Hotel Transactions, Travel Momentum, and the Fed: What This Week’s Reports Reveal About Hospitality’s Outlook

This past week provided one of the clearest snapshots yet of where the hospitality industry stands—and where it’s headed. From Sotherly Hotels’ $425 million take-private...

Hotel Industry Faces a Split Market as Inflation Cools and Luxury Brands Shine

The hotel sector is closing out in 2025 with a story of two markets—one defined by resilience at the luxury end and another constrained by...

Two-Speed Recovery: What September’s Hotel Data Says About the State of the Industry

September’s hotel data shows a clear shift in momentum. RevPAR declined roughly 2% year-over-year, marking the fourth consecutive month of negative growth since April. The...

Fragile Optimism: How Global Economies and REIT Trends Are Shaping the Hospitality Outlook 

The global hospitality and real estate sectors enter the final quarter of 2025 with an unmistakable theme — fragile optimism. While markets push toward new...

Signs of a Secular Slowdown: How Hotel Investors Are Navigating a Select-Service Reset

The U.S. economy continues to expand, but hotel investors are facing a very different story. Revenue per available room (RevPAR) and average daily rate (ADR)...

Hotel Sales and Market Pressures: What the Latest Quarter Tells Us About the State of Hospitality

The U.S. hotel sector continues to send mixed signals. Roughly 1,000 hotels changed hands in Q3 2025, representing over 82,000 rooms sold, yet the underlying...

Hotel Investment Trends 2025: REIT Sales, STR Growth, & Market Shifts

The U.S. hotel industry has entered a pivotal year. Investor dissatisfaction is mounting, short-term rentals continue to chip away at specific market segments, and hotel...

Hotel Real Estate in Transition: Labor, Conversions, & Capital Markets in 2025 

Hotel real estate continues to send mixed signals in 2025. While easing inflation and lower rates are fueling optimism across the broader REIT market, hotels...

From Boom to Balance: Real Estate Normalizes in 2025

The past five years have been marked by unprecedented extremes in the U.S. economy and real estate markets. The pandemic era (2020–2022) brought massive stimulus,...

Distorted Comps in Real Estate: When Low Sales Skew Values

In real estate, “comps” (short for comparables) are one of the most widely used tools to determine a property’s value. A comp is essentially a...

Why Extended Stay is Surging as Traditional Development Slows 

The U.S. hotel industry stands at a crossroads. On one hand, operators like Choice Hotels are posting strong financial performance, with Q2 EBITDA beating expectations....

Hotels at the Crossroads: Navigating the 2025 Inflection Point

After a robust post-pandemic rebound, the hotel industry has hit an inflection point in 2025. Growth in key metrics is slowing or reversing, macroeconomic clouds...