Truist Sees Some Price Softening at Hotels
Truist analysts said the hotel companies weren’t admitting it, but demand trends had been decelerating before the tariff shock.
North America
Analysts Watch U.S. Hotel Demand and Construction
The hotel industry shows mixed signals as some AAHOA members see slowing construction, while CoStar reports a sharp decline in international arrivals.
Hotel REITs See Softer U.S. RevPARs
Marriott plans a dual-branded AC Hotel and Moxy Hotel in Dallas, while other hotel companies announce global openings and renovations.
A Hotel in New York City Might Sell for $1 Billion
If Alexico Group wants to sell the Mark Hotel in New York City, it may have a significant offer awaiting. Plus other hotel development news.
Goldman Sachs Slashes Target Prices on Timeshare Companies
Marriott Vacations, Hilton Grand Vacations, and Travel + Leisure saw their target prices cut by Goldman Sachs. Plus other industry news.
Hotel Stocks Rollercoaster
The Baird Hotel Stock Index was down -13.7% in March. But they were up modestly today. Goldman Sach re-rated a few hotel groups. And more news.
Why Tariffs May Raise Some Costs for U.S. Hotels
Richie Karaburun, clinical associate professor at NYU, is worried. But the hospitality industry continues growth with new hotels, acquisitions, and expansions across the US and Europe despite tariff concerns.
U.S. Hotels Projected to See a Slight Increase in Revenue This Year
Global hotel industry shows mixed regional growth with new developments despite economic challenges in 2025.
Lodging Stocks Rebound After President Trump Pulls Back on Tariffs
Hotel industry sees major market gains as Trump reduces tariffs, while various properties announce openings, renovations, and rebranding.
Baird Projects Tariffs to Negatively Impact New Construction
If a "Trump Slump" materializes for a long stretch, analysts at Trust and Baird speculate about what it might mean for the hotel sector.