🌍 Market

North American hotel market

2 stories · First covered Mar 9, 2026 · Latest Mar 10
Related: Revenue Management 1 Housekeeping Operations 1 Marriott International 1 Franchise Model 1 Franchise Fees 1 Loyalty Programs 1 Hilton Honors 1 Bonvoy 1 RevPAR Growth 1 Management Fees 1 AI in Hospitality 1 hotel REIT 1
Minor Hotels
North American hotel market Coverage
Minor Hotels' North American Bet Implies a Cap Rate Thesis Most Buyers Won't Touch
Operations Primary
Mar 10

Minor Hotels' North American Bet Implies a Cap Rate Thesis Most Buyers Won't Touch

A Thai hotel group with 80%+ owned assets wants to franchise its way into North America with 12 brands and a planned REIT launch. The math behind that pivot tells a more interesting story than the press release.

JC
Jordan Chen 3 min read · Mar 10
AI in Hotels Is Real Now. Most of It Still Fails the Night Shift Test.
Technology
Mar 9

AI in Hotels Is Real Now. Most of It Still Fails the Night Shift Test.

A new NYU/BCG report says 98% of hotels are "using AI" and projects a $2.28 billion market by 2030. The actual question nobody's answering: what happens to these systems at 2 AM when your night auditor is alone?

RP
Rav Patel 3 min read · Mar 9