📊 Topic

Hotel NOI

3 stories · First covered Mar 11, 2026 · Latest Jun 26
Related: Select-Service Hotels 2 Federal Reserve 2 RevPAR 1 Hotel debt service coverage ratio 1 Hotel Refinancing 1 Pebblebrook Hotel Trust 1 hotel REIT 1 Deutsche Bank 1 Bank of America 1 DiamondRock Hospitality 1 Ashford Hospitality Trust 1 floating-rate debt 1
Hotel NOI Coverage
A 25-Basis-Point Hike Adds $37,500 to a $15M Hotel Loan. Half the Fed Wants to Do It This Year.
REITs Primary
Jun 26

A 25-Basis-Point Hike Adds $37,500 to a $15M Hotel Loan. Half the Fed Wants to Do It This Year.

Nine of eighteen Fed policymakers now project at least one rate hike in 2026, and the new Chair is the most hawkish the Fed has had in a decade. If you're carrying floating-rate hotel debt, the refinancing math you ran in January is already wrong.

JC
Jordan Chen 2 min read · Jun 26
Hotel Stocks Up 7.6% YTD While REITs Quietly Underperform Their Benchmark
REITs Primary
Mar 16

Hotel Stocks Up 7.6% YTD While REITs Quietly Underperform Their Benchmark

Three straight months of gains have everyone feeling good about hotel equities. The real number worth watching is the 200-basis-point gap between hotel REITs and the broader REIT index in February.

JC
Jordan Chen 2 min read · Mar 16
$875 Billion in Hotel Debt Matures This Year. The Fed Just Made Refinancing Harder.
Development
Mar 11

$875 Billion in Hotel Debt Matures This Year. The Fed Just Made Refinancing Harder.

The Fed held at 3.50%-3.75% and some officials floated rate hikes. For hotel owners with floating-rate debt or looming maturities, the math on refinancing just changed by tens of millions of dollars.

JC
Jordan Chen 2 min read · Mar 11