Hotels
Search documents
Lennar Corporation: Defensive And Liquid Amid Headwinds
Seeking Alpha· 2025-12-17 12:30
Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investments, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]
Hyatt names Jason Ballard global brand leader for Essentials portfolio
Yahoo Finance· 2025-12-17 09:22
This story was originally published on Hotel Dive. To receive daily news and insights, subscribe to our free daily Hotel Dive newsletter. Hyatt Hotels appointed Jason Ballard as global brand leader for its Essentials portfolio to steer the division’s next phase of growth, the company announced Tuesday. In his new role, Ballard is tasked with leading “ongoing efforts to ensure Hyatt’s Essentials portfolio is insights-led and brand-focused,” according to the hotel company. He will oversee strategy, perfor ...
X @Bloomberg
Bloomberg· 2025-12-17 05:04
His firm pulled out of a planned luxury hotel in Serbia, while a holiday resort in Albania is being overshadowed by local scandals https://t.co/vZl5ERyDld ...
Viceroy bolsters leadership team amid accelerated brand growth
Yahoo Finance· 2025-12-16 11:31
Core Insights - Viceroy Hotels & Resorts is enhancing its global leadership team with four new appointments to support accelerated brand growth [1][2] - The company is focused on expanding its international presence and operational capabilities under the leadership of CEO Arash Azarbarzin [1][6] Leadership Appointments - Patrick Pahlke has been appointed as chief commercial officer, bringing extensive experience in commercial strategy and brand development from various global markets [3][4] - David Solis joins as vice president of global luxury and leisure sales, with a background in senior sales roles at prestigious hotel brands [3][4] - Megan Mulholland takes on the role of senior vice president of brand marketing and wellness, previously working with THE WELL and Starwood Hotels [3][5] - Shel Buhler has been appointed vice president of food and beverage, with a strong background in brand strategy and communications [3][5] Strategic Focus - The new leadership team will enhance Viceroy's focus on guest experiences and support the company's growth initiatives [2][6] - Viceroy is actively engaged in new resort openings and residential developments globally, with projects in locations such as Sun Valley, Idaho, and ongoing developments in the US, Mexico, Africa, and the Caribbean [2][6]
IHT FISCAL FIRST THREE QUARTER HOTEL REVENUES EXCEED $5.8 MILLION; IBC DIVERSIFICATION GAINS MOMENTUM
Globenewswire· 2025-12-15 22:29
Phoenix, AZ, Dec. 15, 2025 (GLOBE NEWSWIRE) -- InnSuites Hospitality Trust (NYSE American: IHT) reported Hotel Revenue results surpassing $5.8 million once again in the First Three Fiscal Quarters of 2026, (February 1, 2025, to October 31, 2025), with Total Revenue of approximately $5,809,673. Consolidated Net Income before the non-cash expense of depreciation and the non-cash Best Western Rewards Guest Vouchers expense, was approximately break-even at (-48,000), for the 2026 First Fiscal Three Quarters end ...
Goldman Sachs Upgrades Hilton to Buy on International Growth and Capital Returns
Financial Modeling Prep· 2025-12-15 22:18
Core Viewpoint - Goldman Sachs upgraded Hilton Worldwide (NYSE:HLT) to Buy from Neutral and raised its price target to $317, citing favorable demand trends and strong capital return potential [1] Group 1: Demand Trends and Market Position - Hilton is well positioned to benefit from continued strength among higher-end consumers and international travelers [1] - Goldman Sachs economists have a constructive growth outlook for 2026, particularly for middle-income consumers [1] Group 2: Development Pipeline and Growth Potential - Hilton has an industry-leading development pipeline, measured as a percentage of existing room count [2] - The company is expected to sustain its current level of net unit growth despite macroeconomic volatility [2] - Hilton's global RevPAR premium and growing focus on conversions are key supports for future growth [2] Group 3: Capital Return Profile - Goldman Sachs forecasts roughly $11 billion in share repurchases over the next four years, equivalent to about 20% of the company's market capitalization [3] - This capital return is expected to drive a free-cash-flow-per-share compound annual growth rate of approximately 15% [3] - Hilton is anticipated to maintain a solid balance sheet while executing its capital return strategy [3]
X @Bloomberg
Bloomberg· 2025-12-15 21:48
Jared Kushner’s private equity firm, Affinity Partners, dropped its plans for a hotel in Serbia, after tensions around the project culminated in the indictment of a government official https://t.co/PmcBFlUGlE ...
RLJ Lodging Trust: From 2025 Laggard To 2026 World Cup Beneficiary (NYSE:RLJ)
Seeking Alpha· 2025-12-15 21:06
Group 1 - The FIFA World Cup in 2026 will provide a significant boost to hotel REITs, particularly RLJ Lodging Trust [1] - RLJ Lodging Trust's presentation in December 2025 emphasizes the positive impact of the World Cup on its business [1] Group 2 - The article reflects a long-term investment approach focused on fundamental analysis, particularly in REITs and financial sectors [1]
Katz: Consumers are spending more on experiences than things
Youtube· 2025-12-15 12:28
All right, we just hit on it. Record 122 million people traveling. About a 2% jump from the levels that we saw last year.What does that signify. Does that signify consumers that are willing to spend on travel. Does it signify something else.>> This has been a secular trend, Frank, coming out of CO and it continues all the way through and and frankly we're expecting it into 2026 where consumers are spending more on experiences than they are on things. Uh and that has worked well for the stocks you had up the ...