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

Global hotel transactions rose to $42.1 billion in Q3 2024, driven by large deals and robust fundamentals, with further growth expected amid favorable economic conditions.

JLL reports a significant rise in large hotel transactions, particularly in luxury markets, with 2024 seeing a 59% increase in single-asset deals over $200 million, totaling $4 billion.

After a week mostly spent on vacation, DLR returns with everything you need to know about the lodging industry before the next week starts.

Choice Hotels' earnings exceeded low expectations, highlighted by aggressive share repurchases that historically benefit the stock.

Marriott Vacations exceeded first quarter 2024 expectations, with steady EBITDA performance and a large share buyback, despite underwhelming results in its core Vacation Ownership segment.

A new report points to a resurgence in business travel, with group travel boosting hotels and companies increasingly sending employees on trips, challenging earlier predictions that virtual meetings would replace in-person business interactions permanently.

Club Med released new data showing the company has reached a fresh milestone by achieving more than $2 billion in international business volume for the first time ever.

Wells Fargo initiated coverage on Hyatt, Hilton, and Marriott, favoring operators targeting group and high-end travel, with strong growth outlooks and reasonable valuations. They predict a 3%-4% RevPAR growth in 2024. Accor added Hotel Andra Seattle to its portfolio and plans for new MGallery properties. International tourism is nearing pre-pandemic levels, with a 38% increase in travelers in 2023 compared to 2022. The Middle East leads the recovery, while Europe, Africa, and the Americas show significant improvement.

Deutsche Bank's conference highlighted mixed optimism in the lodging and gaming sectors, with expectations of growth driven by international markets. Revised forecasts for the U.S. hotel industry in 2023 indicate slight adjustments in occupancy, ADR, and RevPAR predictions. The sector saw various activities, including MHG's acquisition of Marriott West Palm Beach Airport, 3H Group's plans for a new Hilton in Florida, and the opening of a new Holiday Inn Express in Arizona. International expansions and renovations were also notable, with new properties and rebranding efforts in several countries. Valencia Hotel Group rebrands to Valencia Hotel Collection, marking its 20th anniversary with leadership restructuring and expansion plans. Libertyland USA, a mixed-use development, is set to open in South Dakota by 2026, featuring an indoor waterpark and other amenities. Agora Realty & Management acquires a 73-acre site in Las Vegas for mixed-use development.