DiamondRock Hospitality Company

Hilton and Travel + Leisure kicked off the industry’s earnings season.

Hyatt launches new Unscripted brand with 40 hotels in talks. IHG sees total global conversion signings nearly doubling between 2023 and 2024.

Late last week, hotel REITs in the U.S. released an avalanche of earnings and investors were in a good mood again.

The DJIA fell another 12 points, but Nasdaq rallied 151 while the S&P 500 rose 21 points, and the 10-year treasury yield was down .09 to 4.16%. Lodging stocks were mixed with relief finally from the…

Yet the hotel industry continues to expand globally with multiple new properties and several boutique hotel openings.

Ashford Hospitality Trust cut board and management compensation in an attempt to save at least $14 million in EBITDA toward its $50 million goal.

Choice Hotels beat earnings expectations due to "other revenues," boosted guidance, and repurchased shares, while Accor reported strong Q4 results, announced a major stock buyback, and considered selling its AccorInvest stake.

Aimbridge Hospitality is restructuring its finances by converting $1.1 billion in debt to equity, securing $100 million in new capital, and shifting majority ownership to its first lien lenders, with completion expected in early 2025.

The U.S. hotel deals market is expected to see steady annual growth of around 10% over the next few years, despite regional variations in activity.

Colliers' latest report highlights 10 key trends shaping the 2025 U.S. travel and hospitality markets, including record travel volumes, inflation-driven challenges, rising operating costs, and shifting brand and capital dynamics.