Orlando

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.

Barclays analysts weighed in with their views on the major U.S.-based hotel groups.

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

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.

Despite rising costs outpacing revenue growth in 2024, the hotel industry sees potential for recovery in 2025 through increased guest spending, job growth, and major events.

Dallas leads the U.S. hotel construction pipeline, followed by Atlanta, Nashville, Phoenix, and the Inland Empire, with significant activity in planned projects, early planning, renovations, and new hotel openings nationwide.

U.S. hotel construction surged in Q4 2024, reaching 6,378 projects and 746,986 rooms, with strong year-over-year growth and continued expansion projected through 2026.

Aimbridge Hospitality is restructuring its finances by converting $1.1 billion in debt to equity, securing $100 million in new capital, and shifting majority ownership to its first lien lenders, with completion expected in early 2025.

Truist downgraded Playa Hotels & Resorts to Hold, seeing an increased likelihood of a Hyatt acquisition that could boost Hyatt’s share price as PLYA nears its $13 target.