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DiamondRock Sold a Manhattan Courtyard for $175K Per Key. The Market Flinched. RLJ Beat the Street by 22%. That's Not the Part That Should Get Your Attention. RLJ's Q1 Margin Expansion Is the Story. Not the RevPAR Growth. Uber Just Put 700,000 Hotels in Its App. Your Front Desk Won't Feel a Thing. Your P&L Will. Wyndham's EBITDA Grew 8%. Strip Out the Marketing Fund and It Shrank. Online Casinos Hit $8.4 Billion. Your Casino Hotel's Floor Traffic Isn't Coming Back. Dubai Hotel Occupancy Fell From 85% to 23% in Two Weeks. That's a Stress Test for Every Portfolio. DiamondRock Sold a Manhattan Courtyard for $175K Per Key. The Market Flinched. RLJ Beat the Street by 22%. That's Not the Part That Should Get Your Attention. RLJ's Q1 Margin Expansion Is the Story. Not the RevPAR Growth. Uber Just Put 700,000 Hotels in Its App. Your Front Desk Won't Feel a Thing. Your P&L Will. Wyndham's EBITDA Grew 8%. Strip Out the Marketing Fund and It Shrank. Online Casinos Hit $8.4 Billion. Your Casino Hotel's Floor Traffic Isn't Coming Back. Dubai Hotel Occupancy Fell From 85% to 23% in Two Weeks. That's a Stress Test for Every Portfolio.

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Urban Select-Service Hotels

1 story · First covered May 4, 2026 · Latest 8h ago

RLJ Lodging Trust

Urban Select-Service Hotels Coverage

RLJ's Q1 Margin Expansion Is the Story. Not the RevPAR Growth.

REITs

8h ago

RLJ's Q1 Margin Expansion Is the Story. Not the RevPAR Growth.

RLJ Lodging Trust posted 4.8% RevPAR growth in Q1, but the 45 basis points of margin expansion underneath it tells you something more important about what's actually working in urban select-service right now... and what most operators are still leaving on the table.

MS

Mike Storm 2 min read · 8h ago