Fitch Ratings' 2025 hotel sector outlook is neutral, reflecting stability, moderate growth, and varying regional confidence, with steady revenues supported by limited supply and strong business travel momentum.
New York City hotel prices hit record highs, prompting mixed reactions from tourists and concerns over affordability, influenced by new Airbnb regulations and migrant housing demands.
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.
Concord Hospitality has partnered with Margaritaville Resorts to manage the Compass Hotel Anna Maria Sound in Bradenton, Florida, featuring 123 rooms, dining, a pool, and a fitness center.
Ryman and Apple Hospitality both reported earnings beats, with Ryman raising its dividend and Apple buying back shares and tightening guidance, while Summit grew results despite hurricanes.
Truist expects hurricanes to boost midscale hotel RevPARs but raise insurance costs, while labor pressures and union demands challenge hotel profitability despite occupancy growth and M&A opportunities.
Analysts expect the Fed's interest rate cuts to boost hotel REIT earnings, with Ashford Hospitality Trust and Braemar Hotel Trust being the biggest beneficiaries.
STR reported U.S. lodging data for the week ending August 31, showing a 3.6% rise in RevPAR, with ADR up 1.6% and occupancy up 1.9%. Group RevPAR increased 7.2% on a 7.1% occupancy boost.