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 trends at month end underscore a pattern of limited RevPAR growth, inconsistent occupancy, and consumers showing mixed signals about their financial confidence. The data from CoStar shows that, despite some […]
Buyers, PIPs & a Cooler Head: Ryan Bodine on 2025 Deals
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 Hotels’ evolving path toward 2026, the cooling but increasingly strategic construction pipeline, and two notable portfolio transactions that signal how capital is repositioning across the hotel landscape. Taken together, these […]
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 markets, and consumer financial health collectively point toward an industry digesting a difficult year but setting the stage for improved performance ahead. Based solely on the information provided, here are […]
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 from management teams remained measured. RevPAR is growing, but at a pace that barely outpaces inflation, and operating expenses continue to put pressure on margins. Two themes stood out clearly: […]
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 transaction to Booking Holdings’ strong quarterly earnings, the sector continues to show solid fundamentals despite persistent headwinds from capital markets. At the same time, the Federal Reserve’s cautious policy stance […]
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 sluggish growth in the midscale and economic tiers. This divergence, underscored by recent earnings results, cooling inflation, and evolving investor sentiment, is setting the stage for a transformative 2026. Core […]
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 pattern signals that the U.S. hotel industry recovery is no longer moving in unison — luxury and upper-upscale properties continue to hold firm, while midscale and economy hotels are losing […]
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 highs and capital costs begin to ease, sentiment across hotels, REITs, and foreign economies remains cautious. The story of 2025 isn’t one of collapse or exuberance, but recalibration — a […]
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) growth remain stubbornly low despite stable GDP gains. That divergence has many asking: Is the hotel industry entering its own recession? Recent data from STR and CoStar reveal just how […]