Switzerland

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

Yet the hotel industry continues to expand globally with multiple new properties and several boutique hotel openings.

Truist projects 2025 will closely resemble 2024’s hotel performance—with modest RevPAR growth, potential M&A, and continued cost pressures for REITs—while favoring Wyndham and Ryman Hospitality.

The U.S. hotel industry saw slight year-over-year performance improvements in November 2024, with New York leading occupancy gains among major markets.

U.S. hotels and travel companies are focusing on a surge in Indian tourists to offset declining domestic leisure spending and reduced demand from East Asia and Europe.

Marriott International has begun a company-wide restructuring with layoffs across its corporate business, confirmed after hints in previous conference calls.

M3, LLC has secured a majority investment from Blackstone Growth, with AAHOA also investing, to accelerate its growth and expand its hotel management software.

The NYU Conference had mixed opinions on its tone and mood, with Barclays finding it muted and Truist noting a lack of extreme bullishness, while discussions on hotel REITs highlighted concerns about investment strategies and the influence of hedge funds.

Disney's Island Tower at Polynesian Villas & Bungalows, opening December 2024, says it will be an eco-friendly addition to Walt Disney World.

Lodging stocks and the broader market traded and closed higher on Friday, but Selina decided to go its own way and closed at a new all-time low.