📊 Topic

Hotel pipeline

3 stories · First covered Mar 12, 2026 · Latest May 5
Related: secondary markets 2 Airbnb 1 IHG 1 Franchise Development 1 Hyatt 1 RevPAR Growth 1 FIFA 2026 1 Southeast 1 Occupancy Rate 1 Luxury Hotel Segment 1 RevPAR 1 Select-Service Hotels 1
Hotel pipeline Coverage
A 25-Basis-Point Hike on $15M in Floating-Rate Debt Costs You $37,500 a Year. That's Not Abstract.
REITs
May 5

A 25-Basis-Point Hike on $15M in Floating-Rate Debt Costs You $37,500 a Year. That's Not Abstract.

The Fed held at 3.50%-3.75% but three FOMC members just dissented against the easing bias, and a new hawkish chair arrives in six weeks. If you're carrying floating-rate hotel debt originated in 2022-2024, the next move isn't a headline — it's a line item on your debt service schedule you need to model this week.

JC
Jordan Chen 2 min read · May 5
Hyatt Poached IHG's Top Dealmaker. That's Not a Hire. That's a Declaration.
Development Primary
Mar 27

Hyatt Poached IHG's Top Dealmaker. That's Not a Hire. That's a Declaration.

Julienne Smith spent six years building IHG's Americas development pipeline before returning to Hyatt with a mandate to scale Essentials brands into secondary markets. If you're an independent owner in a tertiary market who thought the big flags weren't coming for you, this is the wake-up call you didn't want.

EV
Elena Voss 3 min read · Mar 27
New York's Hotel Math Has a Borough Problem Nobody Wants to Price
Operations
Mar 12

New York's Hotel Math Has a Borough Problem Nobody Wants to Price

Manhattan RevPAR climbed 7.1% in the first half of 2025 while outer borough segments dropped up to 4.4%. Same city, two completely different P&Ls.

JC
Jordan Chen 2 min read · Mar 12