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Early Check-In

Our hotels team bring readers exclusive reporting and insights into hotel deals and development, and how those trends are making an impact across the travel industry.

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Coronavirus

What to Expect From This Week’s Hotel Earnings Season Kick-Off

Profitability is possible, but there won’t be massive financial windfalls to report this week. Investors will still expect at least some sign the leisure-led recovery is benefitting these global hotel companies — especially amid the rise of new variants.

What to Expect From This Week’s Hotel Earnings Season Kick-Off

Coronavirus

How Hilton Grand Vacations Digests a $1.4 Billion Takeover Will Test Hot Timeshare Market

The timeshare sector is underway with overdue change. Chasing changing traveler tastes, millennials, and eventually Gen Z buyers means pushing into cities and offering more flexibility.

How Hilton Grand Vacations Digests a $1.4 Billion Takeover Will Test Hot Timeshare Market

Coronavirus

Casinos Join Hotels on Asset-Light Strategy: What Took Them so Long?

If online gaming is the future of casinos, MGM Resorts' asset-light strategy in Las Vegas is only the beginning of a wave of resort sales to pump resources into digital gambling halls.

Casinos Join Hotels on Asset-Light Strategy: What Took Them so Long?

Coronavirus

Soho House IPO Filing Reveals Plan to Leverage Cool Factor for Better Rent

Nothing in life (and business) is fair. Soho House is able to expand at lower development costs with a special landlord-tenant relationship unavailable to the average mom-and-pop company.

Soho House IPO Filing Reveals Plan to Leverage Cool Factor for Better Rent

Coronavirus

Hilton Goes All-In on a Vegas Future With $4.3 Billion Resort

Hilton’s rapid growth in Sin City signals the company sees a full travel rebound for Las Vegas, which greatly suffered from a year of no major events during the pandemic. But developing a successful Las Vegas mega-resort doesn't come cheap: Celine Dion wouldn't leave Caesars Palace for pennies.

Hilton Goes All-In on a Vegas Future With $4.3 Billion Resort

Coronavirus

Why Outlier Hyatt Won’t Focus on Asia for Future Growth

U.S. hotel companies like Hyatt may not get the best financial deals when they look to expand in Asia, but the growth opportunities are too great to ignore — especially when properties are only more and more expensive to build in the U.S. What's behind Hyatt's decision to go another way?

Why Outlier Hyatt Won’t Focus on Asia for Future Growth

Hotels

This Week’s $6 Billion Extended Stay America Takeover Vote — What to Expect

Blackstone and Starwood Capital's extra $180 million sweetens the pot for the planned Extended Stay America takeover, but this is no done deal. There is still a very loud opposing group of shareholders that could sway the vote this week.

This Week’s $6 Billion Extended Stay America Takeover Vote — What to Expect

Coronavirus

Hilton Shows Investing in Lifestyle Hotels Isn’t Solely About the Trendy

Lifestyle hotels come in many forms, with some focused more on the hip and trendy while, others like Hilton see it as an opportunity to scale up more experiential and food-focused properties around the world. Long story short: we still don't have a textbook definition for what a lifestyle hotel actually is.

Hilton Shows Investing in Lifestyle Hotels Isn’t Solely About the Trendy

Coronavirus

Roadside Hotels Could Draw Investor Interest From a Biden Boost for Infrastructure

Building better roads and airports across the U.S. will help build hotel profits, but not everyone will see an infrastructure windfall. This is largely a boost to brands like Choice and Wyndham — already profitable and not facing the uncertain recovery hurdles that some competitors face with business travel.

Roadside Hotels Could Draw Investor Interest From a Biden Boost for Infrastructure

Coronavirus

Expect Marriott to Tell This Growth Story This Week

Nobody is anticipating any major financial windfall news from Marriott this week, but shareholders still want to hear where future growth is coming from during an investor update. All-inclusive resorts and home rentals, relatively new divisions of the company, will certainly be on the list.