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OTAs Are Becoming Ad Networks. You're the Product Being Sold. 80% of World Cup Host City Hotels Are Below Forecast. The Rate Strategy Made It Worse. IHG Has Spent $3.9 Billion Buying Back Its Own Stock Since 2022. That's Capital That Didn't Build Hotels. Barry Diller Wants to Take MGM Private at $48.30. The Stock Says He's Lowballing. Curator Just Handed 120 Independents an Enterprise Tech Stack. Most Won't Use Half of It. Gas Prices Dipped. You've Got Maybe Three Weeks Before the Window Closes. Your Housekeepers Got a Raise This Year. They Still Took a Pay Cut. OTAs Are Becoming Ad Networks. You're the Product Being Sold. 80% of World Cup Host City Hotels Are Below Forecast. The Rate Strategy Made It Worse. IHG Has Spent $3.9 Billion Buying Back Its Own Stock Since 2022. That's Capital That Didn't Build Hotels. Barry Diller Wants to Take MGM Private at $48.30. The Stock Says He's Lowballing. Curator Just Handed 120 Independents an Enterprise Tech Stack. Most Won't Use Half of It. Gas Prices Dipped. You've Got Maybe Three Weeks Before the Window Closes. Your Housekeepers Got a Raise This Year. They Still Took a Pay Cut.

🏢 Company

GF Hotels

💼 Asset receiver/manager

1 story · First covered Jun 1, 2026 · Latest Jun 1

Manages Residence Inn

GF Hotels Coverage

A 231-Key Residence Inn Just Got Handed Back to the Lender. The Per-Key Debt Should Concern You.

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Jun 1

A 231-Key Residence Inn Just Got Handed Back to the Lender. The Per-Key Debt Should Concern You.

Seaview Investors defaulted on $45 million tied to a Residence Inn by LAX after 2024 net cash flow came in 38% below underwriting. The owner's decision to walk away tells you more about the LA market than any occupancy report will.

JC

Jordan Chen 2 min read · Jun 1