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Hyatt Place Just Landed in Korea's Silicon Valley. The Courtyard Next Door Is Running 90% Occupancy. Marriott Just Put a Courtyard on an Okinawa Beach. That's Not a Resort Play. It's a Conversion Template. Curator Wants to Give Independents Enterprise Tech. The Real Question Is Who's Paying for Implementation. Palisociety Just Handed Marriott 16 Hotels and Called It Independence OTAs Are Becoming Ad Networks. You're the Product Being Sold. 80% of World Cup Host City Hotels Are Below Forecast. The Rate Strategy Made It Worse. IHG Has Spent $3.9 Billion Buying Back Its Own Stock Since 2022. That's Capital That Didn't Build Hotels. Hyatt Place Just Landed in Korea's Silicon Valley. The Courtyard Next Door Is Running 90% Occupancy. Marriott Just Put a Courtyard on an Okinawa Beach. That's Not a Resort Play. It's a Conversion Template. Curator Wants to Give Independents Enterprise Tech. The Real Question Is Who's Paying for Implementation. Palisociety Just Handed Marriott 16 Hotels and Called It Independence OTAs Are Becoming Ad Networks. You're the Product Being Sold. 80% of World Cup Host City Hotels Are Below Forecast. The Rate Strategy Made It Worse. IHG Has Spent $3.9 Billion Buying Back Its Own Stock Since 2022. That's Capital That Didn't Build Hotels.

📊 Topic

Interest Rate Caps

1 story · First covered Jun 15, 2026 · Latest 2d ago

Interest Rate Caps Coverage

Your 2023 Floating-Rate Loan Now Costs $50K More Per Year. The Cap Renewal Will Be Worse.

REITs Primary

2d ago

Your 2023 Floating-Rate Loan Now Costs $50K More Per Year. The Cap Renewal Will Be Worse.

A 25 basis point hike on a $20M hotel loan adds $333 per room in annual debt service, and that's the easy part to model. The interest rate caps expiring across 2025 and 2026 are the line item most owners haven't stress-tested yet.

JC

Jordan Chen 2 min read · 2d ago