Peachtree Group

U.S. hotel construction surged in Q4 2024, reaching 6,378 projects and 746,986 rooms, with strong year-over-year growth and continued expansion projected through 2026.

Morgan Stanley issued mixed ratings on major timeshare companies, highlighting strong free cash flow but cautioning about slow growth and interest rate pressures.

Casago and Vacasa plan to merge, backed by Roofstock and existing Vacasa investors with completion expected by 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.

Deutsche Bank's conference highlighted mixed optimism in the gaming, lodging, and leisure sectors, with discussions on election impacts, leisure demand stabilization, corporate travel growth, M&A opportunities, and cautious investor views on resort acquisitions.

Mandarin Oriental Hotel Group is expanding in Miami with a new Brickell Key project, adding projects in Mexico and Grand Cayman.

Hyatt Hotels is expanding its select service pipeline by 25% in the Americas, with significant global growth of its Caption by Hyatt and Hyatt Studios brands, while also upgrading its Hyatt House and Hyatt Place brands for better efficiency and guest experience.

Hotel rates in the top U.S. markets have risen significantly, with higher-end hotels raising prices the most, affecting travelers' choices on destinations and trip duration.

Hyatt Hotels Corporation is expanding its luxury and lifestyle hotel portfolio with over 20 recent and planned openings across the U.S., Canada, Latin America, and the Caribbean through 2025.

Jefferies notes that lodging stocks tied to moderate to lower-end brands are outperforming due to economic stability, while higher-end brands are underperforming amid slower leisure travel and delayed interest rate cuts.