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We’re proud to share that our CEO, Michelle, was recently featured in Skift, discussing how hotels are evolving in response to Airbnb’s push into experiences and what it means for the future of guest engagement. Hotels are doubling down on their strengths, but competition is heating up. See what Michelle has to say. 📄 Download..
Unable to attend the 2025 NYU Conference? Check out hotelAVE Takeaways on NYU Conference! THE MORE THINGS CHANGE, THE MORE THINGS STAY THE SAME – Jean-Baptiste Alponse Karr 1) No discernable top line operating trends and labor costs weigh on margins. This uncertainty challenges deal underwriting – buyers are not stretching and continue to..
hotelAVE 1Q25 Hospitality Earnings Summary is now available! We’re thrilled to share positive insights into the hotel industry. A glimpse: 1Q25 U.S. RevPAR change was -0.7% to 7.0%; with an average growth of 3.5% (mostly rate driven) YE25 RevPAR growth guidance revised lower to -0.1% to 2.3%; down from 1.5% to 3.5% as reported in 4Q24...
Our hotelAVE Hospitality Dashboard 1Q25 is now available! STR and HVS made minor downward revisions to their 2025 RevPAR forecast; STR lowered 2026 RevPAR growth from 3.1% to 1.8% and a recent Wall Street investor sentiment survey forecasts a RevPAR decline of 0.9%. Fiscal policy uncertainty around trade, economic uncertainty reflected in the stock market..
Michelle Russo, hoetlAVE CEO, outlines the significant impact of the ongoing tariff war on the hotel industry. Managing a $12.5 billion portfolio, Michelle discusses how economic uncertainty, supply chain disruptions, and shifting travel patterns are shaping the way hotels approach revenue management, marketing, and cost containment. Key takeaways from the article: – How tariffs and..
hotelAVE 4Q24 Hospitality Earnings Summary is now available! We’re thrilled to share positive insights into the hotel industry. A glimpse: 4Q24 public company U.S. RevPAR growth averaged 2.5% (mostly rate driven) vs 1.8% nationally 2025 RevPAR growth guidance for most public companies of 2.0% to 3.0% is at risk in our view, due to economic..
Our hotelAVE Hospitality Dashboard 4Q24 is now available! 4Q24 Total RevPAR finished up 3% versus 4Q23, however GOP margins were down 2% or 200 bps. The major forecasters are aligned on 2025 RevPAR growth, but the industry could outperform with strong group booking pace and growing inbound international travel. Lending terms have improved as more..
Our 3Q24 Hospitality Earnings Summary is now available! We’re thrilled to share positive insights into the hotel industry. A glimpse: The average and median 3Q24 U.S. RevPAR changed for the public companies were 0.8% and 1.1% 2/3 of the public companies reported Y/Y increases Full year RevPAR growth guidance tightened to 0.6-1.2%; down from 1.0-2.0%..
Our hotelAVE Hospitality Dashboard 3Q24 is now available! Q324 Total RevPAR finished up 3% versus Q323, however GOP margins were down 3% or 100 bps. While topline growth was strong across most Top 25 markets, labor costs PAR increased 5% nationally. GOP margins will continue to be stressed by above inflationary growth in labor costs...
