Florida

Truist projects 2025 will closely resemble 2024’s hotel performance—with modest RevPAR growth, potential M&A, and continued cost pressures for REITs—while favoring Wyndham and Ryman Hospitality.

The Canadian hotel industry is rebounding from pandemic lows thanks to blockbuster events like Taylor Swift’s tour, tighter short-term rental rules, and large-scale investments in new hotel developments.

Donald Trump’s real-estate company is exploring a deal exceeding $300 million to reacquire its former Washington, D.C. hotel—now a Waldorf Astoria—and potentially revert it to the Trump brand.

Wells Fargo predicts a 2% U.S. RevPAR growth in 2025, led by group and luxury segments, upgrading Wyndham Hotels to Overweight and highlighting strength in Asia and Europe.

Ace Hotel/Atelier Ace welcomes brand veteran Chris Penn as its CEO, appoints Mostafa Abdella as COO, and elevates Meriem Soliman to Chief Brand Officer.

Truist downgraded Playa Hotels & Resorts to Hold, seeing an increased likelihood of a Hyatt acquisition that could boost Hyatt’s share price as PLYA nears its $13 target.

Hyatt Hotels and Playa Hotels & Resorts are negotiating a potential acquisition, with differing analyst views on its likelihood and structure.

What started out as a promising rebound day fizzled by the close with the DJIA up 15, Nasdaq down 20, the S&P 500 down 5 points and the 10-year treasury yield up .08 to 4.57%. Lodging…

Lodging stocks dipped despite optimistic analyst forecasts for RevPAR growth and franchise expansion in 2025, highlighting a mixed market sentiment.

Marriott International is expanding its outdoor-focused lodging with the acquisition of Postcard Cabins, aiming to launch a collection in 2025 featuring tiny cabins and unique accommodations near natural destinations.