Partly Cloudy Skies Ahead

CoStar's Jan Freitag and STR's Isaac Collazo share data and anecdotes about Super Bowl weekend in Las Vegas, as well as other highlights from February hotel performance in the U.S. They unpack the latest round of public company earnings calls, share insight into transaction trends and offer their take on 2024's upcoming spring break season.

This episode was recorded at the Americas Lodging Investment Summit in Los Angeles. CoStar's Jan Freitag and STR's Isaac Collazo share what they heard around the show and unpack the latest CoStar/Tourism Economics forecast. They also touch on trends that will shape the coming year and more. 

Kick off the new year with CoStar's Jan Freitag and STR's Isaac Collazo as they predict hotel industry trends for 2024 in this bonus episode. What does the U.S. economic picture mean for hotels? Will international inbound travel return? And what wild cards are on the horizon? Freitag and Collazo talk about all that and more. 

CoStar's Jan Freitag and STR's Isaac Collazo break down the last two months of 2023 hotel performance, then they share their thoughts on the year in review. 

In this bonus episode, CoStar's Jan Freitag and STR's Isaac Collazo answer reader questions that range from sustainability trends in the industry to when U.S. hoteliers can expect to see international inbound travel return. Plus, both answer a surprise question at the end. 

CoStar's Jan Freitag and STR's Isaac Collazo talk about how fourth-quarter hotel performance and economic trends in the U.S. have them in agreement that a recession won't happen this year. They also take a closer look at what's driving New York City's high occupancy and rate growth. 

CoStar's Jan Freitag and STR's Isaac Collazo unpack the current state of U.S. hotel classes and what a potential Choice Hotels International/Wyndham Hotels & Resorts combination might look like in hotel data. They cover how business-transient and group travel are picking up, why Top 25 cities are powering performance and where they stand on a recession. 

CoStar's Jan Freitag and STR's Isaac Collazo share why there are still plenty of reasons to be optimistic as a hotelier despite fears of a looming recession and why they believe artificial intelligence should be your friend, not your foe. Jan also shares one of the many things he has in common with Taylor Swift.

In this episode, recorded on August 11, 2023, Tell Me More's Isaac Collazo and Jan Freitag agree that a recession isn't necessarily in the cards, and even if it's a "stub-your-toe" type of recession that doesn't hurt much, the hotel industry is well-insulated against major disruptors. The discussion also covers Collazo and Freitag's takes on demand shifts at the low and high ends of travel, and what the eventual return of international inbound travel to the U.S. might look like. This episode contains references to sessions at the 2023 Hotel Data Conference. Click here for continuing coverage from that event.

In this episode, recorded July 20, 2023, Tell Me More's Isaac Collazo and Jan Freitag unpack hotel performance in the second quarter of 2023 and talk about how business, group and leisure travel are normalizing. The discussion also covers the latest "will we or won't we?" debate on the potential of a U.S. recession, and more.