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South Florida hotel market

2 stories · First covered Apr 12, 2026 · Latest 2h ago
Related: Revenue Management 1 Airbnb 1 Loyalty Programs 1 Capital Expenditure Requirements 1 Pebblebrook Hotel Trust 1 distribution strategy 1 Morgan Stanley 1 Los Angeles Hotel Market 1 Miami hotel market 1 San Francisco hotel market 1 Stifel 1 Boston Hotel Market 1
Competes with FIFA
Competes with Pebblebrook Hotel Trust
South Florida hotel market Coverage
Airbnb Is Giving Away World Cup Tickets. Your Hotel Isn't. That's the Problem.
Operations Primary
2h ago

Airbnb Is Giving Away World Cup Tickets. Your Hotel Isn't. That's the Problem.

Airbnb is bundling complimentary FIFA World Cup tickets with Miami stays averaging $385 a night while hotels in the same market are cutting rates because demand never showed up. The short-term rental platform just turned a mega-event into a distribution weapon, and the playbook should worry every hotel operator in a host city.

RP
Rav Patel 3 min read · 2h ago
Morgan Stanley Says PEB Is Worth $10. The Stock Is at $13.64. Someone's Wrong.
REITs
Apr 12

Morgan Stanley Says PEB Is Worth $10. The Stock Is at $13.64. Someone's Wrong.

Morgan Stanley just raised its price target for Pebblebrook Hotel Trust to $10 while maintaining an Underweight rating, which sounds like good news until you realize the stock is already trading 36% above that target. For the operators actually running PEB's 46 upper upscale hotels, the analyst math tells a story about what Wall Street really thinks of urban luxury exposure right now.

RP
Rav Patel 2 min read · Apr 12