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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.

The NYU Conference had mixed opinions on its tone and mood, with Barclays finding it muted and Truist noting a lack of extreme bullishness, while discussions on hotel REITs highlighted concerns about investment strategies and the influence of hedge funds.