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Anaheim's Transit System Died. Four Hotels Built Their Own in 48 Hours. That's the Story. Hyatt Just Turned Austin's South Congress Hotel Into a Standard. 83 Keys, Zero New Construction. San Antonio Added 42% More Hotel Rooms Since 2019. Demand Didn't Follow. Business Travel Tax Credits Won't Pass Before Your Next Budget Cycle. Price Accordingly. Your Airport Hotel Is About to Get Very Busy. Or Very Empty. There's No Middle Ground This Summer. Consumer Sentiment Just Hit 53.3. Your June Pace Report Already Knows. AHIP's FFO Hit Zero in 2025. The Debt-to-EBITDA Ratio Is the Number That Should Worry You. Anaheim's Transit System Died. Four Hotels Built Their Own in 48 Hours. That's the Story. Hyatt Just Turned Austin's South Congress Hotel Into a Standard. 83 Keys, Zero New Construction. San Antonio Added 42% More Hotel Rooms Since 2019. Demand Didn't Follow. Business Travel Tax Credits Won't Pass Before Your Next Budget Cycle. Price Accordingly. Your Airport Hotel Is About to Get Very Busy. Or Very Empty. There's No Middle Ground This Summer. Consumer Sentiment Just Hit 53.3. Your June Pace Report Already Knows. AHIP's FFO Hit Zero in 2025. The Debt-to-EBITDA Ratio Is the Number That Should Worry You.

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Hotel Debt Portfolio

1 story · First covered Mar 3, 2026 · Latest Mar 3

Starwood Capital

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Hotel Debt Portfolio Coverage

Starwood Capital's Hotel Loans Are Flashing Red. Here's What That Means for You.

Operations Primary

Mar 3

Starwood Capital's Hotel Loans Are Flashing Red. Here's What That Means for You.

When a $10 billion fund manager starts showing cracks in their hotel debt portfolio, it's not just a Wall Street problem. It's a signal that the math is getting ugly for overleveraged properties everywhere... and some of you are sitting in them right now.

MS

Mike Storm 3 min read · Mar 3