The ALIS Conference reflected cautious optimism about the hotel industry's future, with hopes for policy changes, modest RevPAR growth, transaction market challenges, and a suggestion that Taylor Swift could boost travel demand.
Nautic Partners acquired Davidson Hospitality Group from KSL Capital Partners, with KSL remaining involved as a manager, marking Nautic's entry into hotel management ownership.
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.