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Urban hotel market

3 stories · First covered Mar 10, 2026 · Latest 1d ago
Urban hotel market Coverage
Hilton's "Select by Hilton" Play With Yotel Is Either Genius or the Beginning of Brand Chaos

Hilton's "Select by Hilton" Play With Yotel Is Either Genius or the Beginning of Brand Chaos

Hilton just created an entirely new brand category to bolt independent brands into its loyalty engine without actually buying them. The question every owner and developer should be asking: who does this really benefit, and what happens when the promise meets the property?

Hilton's Yotel Deal Is a 5.8x Multiple Bet on Someone Else's Brand

Hilton's Yotel Deal Is a 5.8x Multiple Bet on Someone Else's Brand

Hilton just created a new platform to franchise brands it doesn't own, starting with Yotel's 23 hotels. The math reveals what this is really about: fee-layer expansion at near-zero capital risk.

Pebblebrook Trades at 50% Below NAV. The Math Says Something Has to Give.

Pebblebrook Trades at 50% Below NAV. The Math Says Something Has to Give.

Pebblebrook's stock is pricing in a disaster that the operating numbers don't support. Either the market is wrong about the assets or the company is wrong about its NAV... and the answer determines whether this is the best REIT trade in hospitality right now.