Six Senses

Asia hotels report: India down 20% because of spring jitters. Across APAC, Hyatt, Hilton, and IHG expand with 90+ properties.

We have our first Filipino lodging stock trading in the U.S. as Hotel101, which went public via a merger with a SPAC.

Neil Jacobs is stepping down as CEO of Six Senses. After 13 years in the role, he is setting out on a new adventure. Plus, APAC hotel development news.

U.S. hoteliers expect strong group sales growth by 2025, driven by demand from tech, healthcare, and construction, with resorts seeing the fastest increase despite federal spending concerns.

Hilton partnered with NILE Hospitality to open 75 Hampton by Hilton hotels in India, expanding its presence in the upper-midscale segment.

Barry Sternlicht is set to revive the Starwood brand through his current hotel management company, SH Hotels & Resorts, rebranding it as Starwood from February.

The U.S. lodging sector in 2025 is expected to see muted growth with a modest RevPAR increase of 1.5%, driven by higher ADR but constrained by stable occupancy and macroeconomic pressures.

IHG Hotels and Resorts is expanding aggressively in Vietnam and India, aiming to significantly grow its luxury, premium, and midscale hotel portfolios across key destinations.

A report from last week's Lodging Conference points to a surge in hotel transactions due to maturing loans, growing construction, and renovation projects, despite labor challenges and softening RevPAR trends.

Goldman Sachs is cautiously optimistic about the lodging sector, with Buy ratings on Hilton, Wyndham, and Marriott, while holding Neutral or Sell ratings on others, especially in the timeshare segment.