Nine of eighteen Fed policymakers now project at least one rate hike in 2026, and the new Chair is the most hawkish the Fed has had in a decade. If you're carrying floating-rate hotel debt, the refinancing math you ran in January is already wrong.
Deutsche Bank projects a 50-75 basis point RevPAR lift for full-service hotel REITs from the World Cup, and Host, Park, and Ryman all got buy ratings. The part worth scrutinizing is that all three are already trading above analyst consensus targets, which means the market is betting the tailwind is real before the cash register confirms it.
A historic San Francisco hotel reopens after a loan default, ownership change, and major renovation. The per-key math tells a story the "discreet luxury" branding doesn't.
A lodging REIT just handed its operations to a finance guy. If you're a GM in that portfolio, you need to understand what this really means.
