In this conversation, Sloan Dean and Ryan Meliker delve into the current state of the hotel industry, exploring the complex economic dynamics affecting hotel demand, the impact of consumer sentiment, and the challenges of forecasting in an uncertain environment. They discuss the implications of the upcoming World Cup 2026, labor costs, and union dynamics, as well as the future of hotel values and transaction markets. The discussion also touches on the K-shaped economy and its effects on different hotel chains.
