North America

Concerns over Trump 2.0's impact on the hotel industry are rising, with Deutsche Bank noting potential early signs of a RevPAR downturn.

Canadian hotel investment surged in 2024, surpassing $2 billion, driven by strong market fundamentals, investor confidence, and heightened competition for quality assets.

Minor International Plc plans to expand in the U.S. with an Anantara hotel by early next year, driven by the surge in bookings at its Thailand properties following The White Lotus exposure.

Loews Hotels is undergoing its largest expansion, opening three new Orlando hotels with Comcast’s Universal, adding 2,000 rooms and reaching 11 properties in the area.

NTTO forecasts the total volume of international visitors to the U.S. will increase to 77.1 million in 2025, up 6.5% from 72.4 million visitors in 2024.

Stocks plunged sharply, with the DJIA, Nasdaq, and S&P 500 all dropping, while treasury yields fell and lodging and gambling stocks took heavy losses.

In 2024, Marriott International expanded in Caribbean and Latin America, adding 30 properties, 8,000 rooms, and growing its pipeline to 27,817 rooms.

In 2025,STR and Tourism Economics forecast moderate RevPAR growth across Europe (2.4%), Asia Pacific (4.7%), the Middle East (2.8%), and the U.S. (1.8%), driven by market shifts and supply dynamics.

SH Hotels & Resorts is rebranding as Starwood Hotels, reviving the iconic name founded by Barry Sternlicht.

Morgan Stanley lowered Hyatt's price target while raising those for Marriott, Hilton, and Wyndham, keeping their respective ratings unchanged.