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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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Net System Size Growth

1 story · First covered Mar 26, 2026 · Latest 6d ago

Net System Size Growth Coverage

IHG Is Spending $950M to Shrink Itself. The Brands Should Be Nervous.

REITs

6d ago

IHG Is Spending $950M to Shrink Itself. The Brands Should Be Nervous.

IHG is burning nearly a billion dollars buying back its own stock instead of investing in the system that generates its fees. For owners funding PIPs and loyalty assessments, the capital allocation math deserves a harder look than anyone's giving it.

JC

Jordan Chen 2 min read · 6d ago