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UK Hospitality Just Lost 84,000 Jobs Since Last Budget. The Playbook Is Coming Here Next. A Guy Paid £30 to Sleep in a Garage. That's Your Competition Now. OpenTable Wins an Innovation Award. Your Hotel Restaurant Doesn't Care. Oracle Just Rewired How Your PMS Talks to Everything Else. Most GMs Won't Notice Until Something Breaks. 63% of Your Bookings Now Belong to the OTAs. And It's Getting Worse. Marriott's Wellness JV With Lefay Has Five Properties and Zero Disclosed Financials. That's the Story. Monarch's CEO Sold $295K in Stock. He Still Holds $9.2 Billion in Options. UK Hospitality Just Lost 84,000 Jobs Since Last Budget. The Playbook Is Coming Here Next. A Guy Paid £30 to Sleep in a Garage. That's Your Competition Now. OpenTable Wins an Innovation Award. Your Hotel Restaurant Doesn't Care. Oracle Just Rewired How Your PMS Talks to Everything Else. Most GMs Won't Notice Until Something Breaks. 63% of Your Bookings Now Belong to the OTAs. And It's Getting Worse. Marriott's Wellness JV With Lefay Has Five Properties and Zero Disclosed Financials. That's the Story. Monarch's CEO Sold $295K in Stock. He Still Holds $9.2 Billion in Options.

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H/2 Credit Manager LP

📍 Not specified

1 story · First covered Mar 21, 2026 · Latest Mar 21

RLJ Lodging Trust

H/2 Credit Manager LP Coverage

H/2 Dropped $24 Million More Into RLJ at $7.26 a Share. Here's What They're Actually Buying.

REITs Primary

Mar 21

H/2 Dropped $24 Million More Into RLJ at $7.26 a Share. Here's What They're Actually Buying.

A credit-focused fund keeps adding to a position in a lodging REIT trading at $7.60 while RevPAR declines and net income hits a penny per share. The math tells you this isn't a hotel bet. It's a balance sheet bet.

JC

Jordan Chen 2 min read · Mar 21