Analysts Downgrade U.S. Hotel Forecast

Two hotel sector data firms, STR and Tourism Economics, significantly downgraded their 2024-2025 U.S. hotel forecast.

CBRE Raises Hotel Sector Outlook

CBRE, Dallas, raised its forecast for hotel performance based on second-quarter gains and its expectation for slightly positive GDP growth next year.

JLL Notes Hospitality Market ‘Disconnect’

JLL, Chicago, noted a “disconnect” between hospitality fundamentals, which it called exceptionally strong for many assets, and debt markets, which have been deteriorating meaningfully.