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Marriott Just Opened a 213-Key St. Regis in Costa Mujeres. The Butler Promise Gets Interesting at Scale. 690 Euros a Night in March. That's What a Single Trade Show Does to Your Comp Set. Hyatt's 8,000 Bonus Points Promo Is a Band-Aid on a Devaluation Wound Blackstone Paid $340K Per Key for a 3.5% Cap Rate in San Francisco. That's Not a Hotel Bet. A 25-Basis-Point Hike on a $50M Floating-Rate Loan Costs $125K. That's 1,400 Room Nights You Don't Have. $16,000 in Room Damage. One Guest. And Your Damage Policy Probably Wouldn't Cover It Either. Marriott Just Doubled Its Vietnam Portfolio in Four Years. Here's What That Pipeline Actually Demands. Marriott Just Opened a 213-Key St. Regis in Costa Mujeres. The Butler Promise Gets Interesting at Scale. 690 Euros a Night in March. That's What a Single Trade Show Does to Your Comp Set. Hyatt's 8,000 Bonus Points Promo Is a Band-Aid on a Devaluation Wound Blackstone Paid $340K Per Key for a 3.5% Cap Rate in San Francisco. That's Not a Hotel Bet. A 25-Basis-Point Hike on a $50M Floating-Rate Loan Costs $125K. That's 1,400 Room Nights You Don't Have. $16,000 in Room Damage. One Guest. And Your Damage Policy Probably Wouldn't Cover It Either. Marriott Just Doubled Its Vietnam Portfolio in Four Years. Here's What That Pipeline Actually Demands.

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NOI growth

1 story · First covered Mar 29, 2026 · Latest Mar 29

NOI growth Coverage

European Hotel Deals Hit €22.6 Billion. The Cap Rate Math Tells a Different Story.

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Mar 29

European Hotel Deals Hit €22.6 Billion. The Cap Rate Math Tells a Different Story.

European hotel investment volumes surged 30% in 2025 to their highest level since 2019, with investors pricing in growth assumptions that only work if RevPAR keeps climbing. With CoStar projecting 0.7% global RevPAR growth for 2026, someone's basis is about to look very expensive.

JC

Jordan Chen 2 min read · Mar 29