AC Hotels by Marriott

Concerns over Trump 2.0's impact on the hotel industry are rising, with Deutsche Bank noting potential early signs of a RevPAR downturn.

Choice Hotels beat earnings expectations due to "other revenues," boosted guidance, and repurchased shares, while Accor reported strong Q4 results, announced a major stock buyback, and considered selling its AccorInvest stake.

Marriott beat 4Q24 expectations, but its stock fell due to cautious guidance, softer NUG outlook, and lower share repurchases.

Peachtree Group has surpassed $2 billion in hotel development across 48 nationwide projects, including new builds in Alabama, Dallas, and multiple Qualified Opportunity Zone developments.

Sonesta International Hotels Corporation has partnered with Mint Developers to build The James Hotel & Residences Downtown Miami, an $850 million, 82-story tower set to open in 2028.

Barry Sternlicht is set to revive the Starwood brand through his current hotel management company, SH Hotels & Resorts, rebranding it as Starwood from February.

Dallas leads the U.S. hotel construction pipeline, followed by Atlanta, Nashville, Phoenix, and the Inland Empire, with significant activity in planned projects, early planning, renovations, and new hotel openings nationwide.

Global travel and tourism sector deals declined by 4.3% in 2024, with private equity deals rising, M&A deals slightly increasing, and venture financing deals dropping, while Europe saw growth and other regions faced declines.

Aimbridge Hospitality is restructuring its finances by converting $1.1 billion in debt to equity, securing $100 million in new capital, and shifting majority ownership to its first lien lenders, with completion expected in early 2025.

Casago and Vacasa plan to merge, backed by Roofstock and existing Vacasa investors with completion expected by early 2025.