Service Properties Trust

The hotel industry shows mixed signals as some AAHOA members see slowing construction, while CoStar reports a sharp decline in international arrivals.

Various analysts and media sources are taking a stab at what this whole tariff situation will mean to the lodging space.

Sandals Resorts International has hired bankers to solicit a sale at a valuation over $6 billion, according to a news report.

Marriott International is set to make an entry into the U.S. midscale hotel segment.

Minor International Plc plans to expand in the U.S. with an Anantara hotel by early next year, driven by the surge in bookings at its Thailand properties following The White Lotus exposure.

Loews Hotels is undergoing its largest expansion, opening three new Orlando hotels with Comcast’s Universal, adding 2,000 rooms and reaching 11 properties in the area.

Stocks plunged sharply, with the DJIA, Nasdaq, and S&P 500 all dropping, while treasury yields fell and lodging and gambling stocks took heavy losses.

In January 2025, Canada’s hotel industry reported year-over-year gains in occupancy, ADR, and RevPAR, with British Columbia and Vancouver leading occupancy while Prince Edward Island and Calgary lagged.

Choice Hotels beat earnings expectations due to "other revenues," boosted guidance, and repurchased shares, while Accor reported strong Q4 results, announced a major stock buyback, and considered selling its AccorInvest stake.

IHG reported strong Q4 2024 results, announced the acquisition of the Ruby brand, raised its dividend by 10%, and launched a $900 million buyback, but investors remained unimpressed despite its strong performance.