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

Hotel Earnings

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

hotel earnings 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 […]

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

Hotel industry recovery

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 […]

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

Hotel real estate 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 remain stuck in transition. Investor sentiment has been cautious, as sector fundamentals like jobs and valuations have lagged peers. The thesis is clear: hotel REITs may be the last to […]

What is the Cost of Labor in the Hotel Industry?

house keeping making the bed in hotel room

The cost of labor has been steadily on the rise. How will this affect the hotel market going forward? The rising cost of labor has been a hot button topic in recent months. According to Reuters, labor costs in 2021 “surged [about] 4.0% on a year-on-year basis, the largest rise since 2001.” With both wages […]

7 Tips for Improving Hotel Operations With Fewer Workers

Hospitality Team Member holding towels

Covid-19 has altered the hospitality industry in many ways, impacting how hotels operate to survive while maintaining brand quality. Hotel managers have had to develop ways to work efficiently and provide good customer service with fewer workers on board.  Whether the reasons are financially motivated, or there simply aren’t enough workers available to fill job […]

The Role of the Qualified Institutional Buyer in the Hotel Industry

three business people discussing and looking at tablet

The hotel industry was one of the hardest hit by the COVID-19 pandemic. However, it is recovering and gaining momentum as assets change hands at an accelerated pace.  The lodging industry is expected to see a full recovery towards the end of 2023. Until then, hotel buyers and owners battle it out to find a […]