Core Insights - New Engen has been selected as the agency of record for Loews Hotels, which operates 27 hotel properties across the United States, to enhance its digital marketing strategy outside of Orlando [1][2] Group 1: Partnership Details - Loews Hotels aims to leverage New Engen's expertise in digital marketing to drive measurable business impact and accelerate its marketing strategy using data-driven insights [2] - New Engen's responsibilities include managing Connected TV (CTV) and streaming, paid social, paid search, and advanced analytics to accurately attribute bookings and conversions [2][3] Group 2: Performance Insights - New Engen will provide real-time performance insights through custom dashboards for stakeholders, promoting transparency and actionable insights [3] - The agency will work closely with Loews' brand team to evaluate message resonance and create a feedback loop between creative efforts and performance metrics [3] Group 3: Company Background - New Engen manages over $1 billion in annual ad spend and has established top-tier partnerships with major digital platforms [4] - The agency has received multiple accolades, including Inc. Best in Business (2022) and U.S. Agency's Digital Agency of the Year (2024) [4]

Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets [1] - Investment diversification has become a strategy for individuals, moving away from traditional savings in banks and properties [1] - The popularity of insurance companies in the Philippines has influenced investment choices since 2014 [1] Group 2 - Initial investments were made in blue-chip companies, but there is now a broader portfolio across various industries and market capitalizations [1] - The US market was entered in 2020, expanding investment opportunities beyond the Philippine market [1] - The use of analytical tools and resources from platforms like Seeking Alpha has enhanced comparative analysis between the US and Philippine markets [1]

Core Insights - The Everhome Suites brand is experiencing strong developer interest and demand for midscale extended stay accommodations across various states, indicating a positive market trend for this segment [1][2] - The collaboration between Choice Hotels and Highside Companies is focused on launching new properties that cater to specific market needs, enhancing the brand's operational model and guest experience [2] Development Overview - Everhome Suites is expanding its footprint with several new openings and constructions in Texas, Arizona, Oregon, and Ohio, targeting strategic locations to meet diverse traveler needs [4][5][7][8] - The properties are designed to support various demographics, including military, medical, and corporate travelers, with amenities that cater to long-term stays [4][5][8] Property Details - In Texas, multiple Everhome Suites locations are set to open between February 2025 and June 2025, with properties in Bastrop, Waco, Brownsville, El Paso, and Amarillo, each strategically located near key employers and attractions [5] - The Everhome Suites in Yuma, Arizona, is scheduled to open in July 2025, focusing on military and medical travelers due to its proximity to MCAS Yuma and Yuma Regional Medical Center [4] - The Salem, Oregon location is expected to open in Q3 2026, expanding the brand's presence in the Pacific Northwest and serving local healthcare and government sectors [7] - In Ohio, a new property in Dayton is set to break ground in June 2025, positioned to attract highway travelers and military personnel due to its location near major transport routes and facilities [8] Brand Features - Everhome Suites offers apartment-style suites with fully equipped kitchens, spa-like bathrooms, and modern amenities designed for extended stays, including fitness centers and self-service marketplaces [10] - The brand emphasizes a "Closer to Home" experience, allowing guests to maintain their routines while traveling [10] Company Background - Choice Hotels International is one of the largest lodging franchisors globally, with over 7,500 hotels and a diverse portfolio of 22 brands, catering to various traveler needs [11] - Highside Companies, founded in 2019, is a real estate firm with nearly $1 billion in active projects, focusing on investment and development solutions across multiple asset classes [12]

Economic Overview - U.S. stocks have rebounded over the past month after a turbulent start to 2025, driven by concerns over tariffs and high inflation [1] - The recent market rebound has been volatile, influenced by ongoing uncertainties regarding tariffs and the Federal Reserve's rate cut plans [2] Tariff Impact - President Trump imposed significant tariffs in April, including a 145% duty on Chinese imports, which prompted China to retaliate with 125% tariffs on U.S. goods [3] - A recent trade truce between the U.S. and China has temporarily suspended tariffs for 90 days, but uncertainty remains regarding future trade agreements and their economic implications [4] Inflation and Federal Reserve - Inflation has shown signs of easing, with the Consumer Price Index (CPI) rising by only 0.2% in April, following a 0.1% decline in March [5] - The CPI increased by 2.3% year-over-year in April, marking the smallest annual gain since February 2021, indicating a gradual approach towards the Federal Reserve's 2% inflation target [6] Dividend-Paying Stocks - In light of economic uncertainty, investing in dividend-paying stocks is recommended as they tend to be more stable and reliable during market fluctuations [7] Company Highlights The Toronto-Dominion Bank (TD) - TD announced a dividend of $0.75 per share, with a dividend yield of 4.31% and a payout ratio of 53% of earnings [9] - The bank has increased its dividend 12 times over the past five years [9] Marriott International, Inc. (MAR) - Marriott declared a dividend of $0.67 per share, with a dividend yield of 1.04% and a payout ratio of 26% of earnings [12] - The company has increased its dividend five times in the last five years [12] Lennox International Inc. (LII) - Lennox announced a dividend of $1.30 per share, with a dividend yield of 0.81% and a payout ratio of 20% of earnings [14] - The company has increased its dividend five times over the past five years [14] Ralph Lauren Corporation (RL) - Ralph Lauren declared a dividend of $0.91 per share, with a dividend yield of 1.20% and a payout ratio of 27% of earnings [16] - The company has increased its dividend three times in the last five years [16]

Company Overview - DiamondRock Hospitality Company is a self-advised real estate investment trust (REIT) that owns a diversified portfolio of hotels concentrated in leisure destinations and top gateway markets [4] - The Company currently owns 36 premium quality hotels and resorts with approximately 9,600 rooms [4] - The portfolio includes both leading global brand hotels and independent boutique hotels in the lifestyle segment [4] Financial Reporting - The Company will report financial results for the second quarter of 2025 after the market closes on Thursday, August 7, 2025 [1] - A conference call to discuss the financial results and business outlook will be held on Friday, August 8, 2025, at 9:00 a.m. Eastern Time [1] Conference Call Details - The conference call will be accessible by telephone and through the internet, with registration required for participation [2] - A replay of the call will be available two hours after the live call for a limited time on the Company's website [3]

Core Viewpoint - InterContinental Hotels Group PLC (IHG) has shown strong investment performance, with a total return of 179% over the past 5 years, outperforming the S&P 500 index [1]. Group 1 - IHG shares have been a solid investment over the past few years [1]. - The total return of IHG over the last 5 years is 179% [1]. - In comparison, the S&P 500 has delivered a lower total return during the same period [1].

Core Insights - Marriott International celebrates the 50th anniversary of its first hotel in Europe, the Amsterdam Marriott Hotel, which opened in 1975 and has since expanded to over 1,300 properties in 80 countries and territories by 2025 [1][2][5]. Company Growth - The company has grown significantly in the EMEA region, now boasting 29 distinct brands and a diverse portfolio of hotels, resorts, residences, and lodges [2][6]. - As of Q1 2025, Marriott's development pipeline in the EMEA region includes 583 hotels, representing over 100,000 rooms [6]. Historical Milestones - The Amsterdam Marriott Hotel was the largest hotel in the city at the time of its opening, featuring 396 rooms [2]. - Key historical openings include the Riyadh Marriott Hotel in 1980, Cairo Marriott in 1981, and JW Marriott Hotel Dubai in 1993, marking Marriott's expansion into the Middle East and Africa [7]. Leadership and Legacy - David Marriott, Chairman of the Board, emphasized the significance of the Amsterdam Marriott Hotel in the company's history and its role in expanding beyond North America [5]. - The hotel has maintained its core values and has a dedicated team, with some staff members serving for up to 45 years [3]. Anniversary Celebration - The milestone anniversary was celebrated with an event themed "A Journey Through Time," attended by over 150 guests, including current and former associates [4].

Core Points - Days Inns - Canada has extended its partnership with Food Banks Canada for the third consecutive year to support the After the Bell program, which addresses childhood food insecurity during summer months [1][4] - The After the Bell program provides nutritious food packs to children who rely on school food programs during the academic year, highlighting Days Inns - Canada's commitment to community support [2][4] - Food insecurity is a significant issue in Canada, with many families struggling to provide consistent, nutritious meals for their children [4][8] Company Overview - Days Inns - Canada is part of Realstar Hospitality and operates over 105 independently owned properties with more than 8,515 rooms across Canada [7] - The brand is part of Wyndham Hotels & Resorts, which is the world's largest hotel franchising company with approximately 8,900 hotels globally [7] Industry Context - Food Banks Canada is a leader in addressing food insecurity in Canada, with over 5,500 food banks and community organizations working to relieve hunger [8] - Since 2010, Food Banks Canada has shared over $829 million in food supports and over $245 million in funding to enhance local capacity and advocate for government action against hunger [8]

REIT Performance Overview - The REIT sector experienced a significant decline in April 2025, with an average total return of -6.45%, underperforming the broader market indices such as the Dow Jones Industrial Average (-3.1%), S&P 500 (-0.7%), and NASDAQ (+0.9%) [1] - Year-to-date, the average total return for REITs stands at -9.10%, which is worse than the -7.65% return for the same period in 2024 [12] Performance by Market Capitalization - Microcap REITs underperformed larger peers for the sixth consecutive month, with returns of -8.87% [3] - Large-cap REITs (-2.93%) outperformed mid-caps (-5.45%) and small caps (-8.69%) in April, with large-cap REITs outperforming small caps by 1081 basis points in the first four months of 2025 [3] Property Type Performance - Only 11.11% of REIT property types averaged a positive total return in April, with a 20.17% spread between the best (Data Centers +7.28%) and worst-performing property types (Timber -12.90%) [5][6] - Year-to-date, Office REITs (-24.06%) and Hotel REITs (-22.90%) significantly underperformed, while Health Care (+7.23%), Infrastructure (+6.88%), and Casinos (+6.00%) were the only property types with positive returns [7] Price/FFO Multiples - The average P/FFO for the REIT sector decreased from 13.9x to 13.4x in April, with 83.3% of property types experiencing multiple contraction [8] - Data Centers (26.9x), Multifamily (24.6x), and Infrastructure (18.7x) currently trade at the highest average multiples among REIT property types, while Hotels (5.9x) and Offices (8.2x) have the lowest [9] Individual REIT Performance - Digital Realty Trust (DLR) achieved a strong gain of +12.04% in April, despite a year-to-date return of -8.72% [11] - Wheeler REIT (WHLR) was the worst-performing REIT in April, with a staggering decline of -63.61% for the month and -98.29% year-to-date [11] Dividend Yield Insights - The high dividend yields of the REIT sector are a primary reason for investment, with many REITs trading below their NAV, resulting in attractive yields [15]

Core Insights - The rise of new business hotels is significantly impacting the luxury hotel market, necessitating a transformation in the latter [1][7] - A number of luxury hotels are being auctioned off due to financial difficulties, with many failing to attract buyers [2][4][5] Group 1: Market Trends - The auction of the Dali Hilton Hotel, the first high-end international brand hotel in Dali, is set for May 29, with an estimated value of approximately 1.093 billion RMB and a starting price of about 984 million RMB [3] - The Guangzhou R&F Airport Holiday Inn was auctioned twice, with the second starting price set at 222 million RMB, which is 56% of its assessed value of 396 million RMB, yet it still went unsold [4] - From January to July 2024, 342 high-end hotels were auctioned in China, with an alarming 85% remaining unsold [5] Group 2: Financial Challenges - The luxury hotel sector is facing a downturn due to decreased business travel expenses and long investment return cycles, with some hotels being auctioned at steep discounts [2][6] - The average return period for new mid-range business hotels is around 10 years, while luxury hotels often exceed 20 years, making them less attractive to investors [6][7] - The average daily rate (ADR) for hotels across all categories in 2024 is reported to be only 199.92 RMB, indicating a challenging revenue environment [6] Group 3: Industry Response - Experts suggest that luxury hotels must reassess their positioning and adapt to changing market demands, potentially by offering more personalized services and integrating with other industries [7] - There are still investment opportunities in luxury hotels, as some assets are being sold at significant discounts, and recent consumer stimulus policies may improve market conditions [7]