Castle Peak Holdings

The DJIA rose 49 points while the Nasdaq set yet another record, up 208, while the S&P 500 rose 31 points. The 10-year treasury yield was down .03 to 4.03%. Lodging stocks were modestly higher.The Hospitality Asset…

Marriott plans a dual-branded AC Hotel and Moxy Hotel in Dallas, while other hotel companies announce global openings and renovations.

In 2025,STR and Tourism Economics forecast moderate RevPAR growth across Europe (2.4%), Asia Pacific (4.7%), the Middle East (2.8%), and the U.S. (1.8%), driven by market shifts and supply dynamics.

JLL reports a significant rise in large hotel transactions, particularly in luxury markets, with 2024 seeing a 59% increase in single-asset deals over $200 million, totaling $4 billion.

NoMad's Las Vegas property will be left behind as new owner Hilton focuses on other properties currently – and in the future – of the brand.

Truist remains optimistic about US hotel demand and RevPAR, favoring C-Corp stocks like HLT, MAR, and H, and recommending Hyatt and Ryman Hospitality among REITs. Hilton is expanding in Baja California, Mexico with Tapestry Collection hotels. Ashford Hospitality Trust faces lawsuits over loan defaults. Accor announced executive appointments and a new hotel in Poland with Allenort Group.