All Posts
Hospitality
+1
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Dec 12, 2025
Falling debt costs are pulling investors back in, reshaping demand signals and accelerating transaction activity in the hospitality sector.
Dec 3, 2025
Large scale investment activity may signal a turning point in perceptions of long-term sector resilience and cyclical opportunity.
Dec 2, 2025
Years of negative cash flow, reporting issues, and a $1.4B deficit show how execution risk—not growth projections—determines long-term viability.
+2
Nov 21, 2025
Hotel sector faces first RevPAR decline since 2020; rising costs and muted demand pressure margins, but 2026 events and travel may offer rebound potential.
Nov 17, 2025
Global capital targets San Francisco’s luxury hospitality as value reset, city recovery, and major events reshape hotel investment dynamics.
Activist Investor Push Highlights Concentration Risks and Uneven Hotel Market Rebound for Sunstone REIT
+3
Nov 3, 2025
Leisure demand keeps Florida’s hospitality market near full occupancy as costs and capital tighten
Oct 26, 2025
Wyndham’s 5% RevPAR drop flags a late-2025 plateau; owners feel the margin squeeze while franchisors grow via pipeline.
HotelIndustry
Oct 22, 2025
Capital and confidence remain out of sync as hotel margins compress and bid–ask spreads widen
Oct 20, 2025
Leverage meets liquidity as hotel owners confront a $5.8B debt wall while operations recover.
Oct 17, 2025
Affluent travelers drive top-tier gains as economy hotels stall.
+5
Oct 1, 2025
From rising prime asset values to tariff-driven cost hikes, record hospitality hiring, and slipping hotel occupancy — today’s CRE360 Signal tracks the forces reshaping real estate.
U.S. hospitality now employs 2.1M more workers than 2020, but at 35% higher wages.
Hotel RevPAR dipped –1.4% YoY as occupancy softness offsets resilient ADR, pressuring underwriting assumptions.
Capital
+17
Sep 29, 2025
Debt funds and CMBS re-open the channel, easing execution for qualify-to-close CRE.
Sep 25, 2025
Hotels as Iconic InterContinental Sells for $2
Major NYC hotel trade signals renewed investor confidence as borrowing costs ease and urban demand outperforms U.S. averages.
Columbia Sussex acquires 744-room resort, betting on a major Hilton-flag reposition despite softening local demand.
+4
Landmark construction financing highlights lender confidence in luxury mountain resorts despite high-rate backdrop.
New York
Occupancy slides to 76% as Strip resorts waive fees and cut rates to spur demand.
+10
Sep 23, 2025
Insurance premiums up 88% in 5 years, $1.4T in real estate at risk. Climate resilience moves from ESG talk to underwriting math.
CBRE
Sep 17, 2025
Hotel RevPAR declines amid travel shifts — CRE360 sees recalibration, not collapse.
Sep 15, 2025
Hotels Flat; Luxury Outperforms. Post-summer softness persists; top tiers hold rate as economy segments slip.
+9
Sep 12, 2025
A firmer print complicates optics, yet futures still price a 25 bps move next week.
