📊 Topic

Urban full-service hotels

2 stories · First covered Apr 13, 2026 · Latest Jun 22
Related: Revenue Management 1 RevPAR 1 Host Hotels & Resorts 1 Maui 1 EBITDA 1 Four Seasons 1 St. Regis 1 Property Improvement Plan (PIP) 1 Rate Compression 1 Corporate Travel 1 Brand affiliation costs 1 Luxury and upper-upscale assets 1
Urban full-service hotels Coverage
Your Leisure Summer Is About to Blow Up Your Fall Rate Negotiations
Operations Primary
Jun 22

Your Leisure Summer Is About to Blow Up Your Fall Rate Negotiations

Sales directors are heading into RFP season with an ADR baseline that leisure travelers spent all summer compressing. If you don't separate those numbers before you sit down with your top corporate accounts, you're going to negotiate against yourself.

MS
Mike Storm 3 min read · Jun 22
Host Hotels Gained 23% in Six Months. The Strategy Behind It Is More Interesting Than the Stock Price.
REITs
Apr 13

Host Hotels Gained 23% in Six Months. The Strategy Behind It Is More Interesting Than the Stock Price.

Host Hotels outpaced the hotel industry by 4x over six months, but the real signal isn't in the share price... it's in what they sold, what they kept, and what that tells you about where the smart institutional money thinks hotel value actually lives right now.

RP
Rav Patel 3 min read · Apr 13