What separates a great deal from a mediocre one By Suraj Bhakta Every investor at every conference is reciting the same thesis: Resilient demand, favorable demographics, a category built for the moment. The fundamentals are real, but when an entire asset class reaches consensus, it stops being an edge. The nuances that separate a strong extended stay investment from a … [Read more...] about Extended Stay’s Crowded Trade Problem
Investments
Spreading the Risk
The future of ownership goes beyond hospitality By Cathleen Draper For decades, the playbook for hotel ownership was simple: Buy the box, flag it with a strong brand, run it well, and let the returns roll in. But for a growing number of owners, that strategy no longer plays out the way it used to. Margins have tightened, financing has gotten harder to come by, and the … [Read more...] about Spreading the Risk
Putting Deals Under a Microscope
Amid Economic Uncertainty, Hoteliers Scrutinize Acquisitions More Closely By Nick Fortuna Fears of a recession, concerns over U.S. tariff policy, high interest rates, and rising costs have many investors tapping the brakes in the second quarter of 2025, but the long-term outlook for the hospitality industry remains bullish, especially in fast-growing markets. According … [Read more...] about Putting Deals Under a Microscope