📊 Topic

Hotel NOI

2 stories · First covered Mar 11, 2026 · Latest Mar 16
Hotel NOI Coverage
Hotel Stocks Up 7.6% YTD While REITs Quietly Underperform Their Benchmark

Hotel Stocks Up 7.6% YTD While REITs Quietly Underperform Their Benchmark

Three straight months of gains have everyone feeling good about hotel equities. The real number worth watching is the 200-basis-point gap between hotel REITs and the broader REIT index in February.

$875 Billion in Hotel Debt Matures This Year. The Fed Just Made Refinancing Harder.

$875 Billion in Hotel Debt Matures This Year. The Fed Just Made Refinancing Harder.

The Fed held at 3.50%-3.75% and some officials floated rate hikes. For hotel owners with floating-rate debt or looming maturities, the math on refinancing just changed by tens of millions of dollars.