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David Eisen

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  • 3 min

Tom Pritzker steps down as chairman of Hyatt Hotels in wake of Epstein links

🛋 Thomas Pritzker stepped down as executive chairman of Hyatt Hotels, a position he held since 2004, due to ties with Jeffrey Epstein, effective immediately. Mark Hoplamazian, CEO since 2006, takes over. Pritzker's resignation follows the Wall Street Journal's 2023 report on his frequent visits to Epstein's New York townhouse. His family's association with Hyatt dates to the late 1950s. Pritzker remains executive chairman at the Pritzker Organization. A search of Epstein's files shows 7,000 results linked to the Pritzker name.
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  • 6 min

Lodging CEOs question the value of a hotel investment. Is the industry at an inflection point?

🏨 U.S. hotel revenue per available room fell by 0.3% in 2025, but a minimal increase is expected in 2026. Inbound U.S. travel dropped by 5.4%, with international arrivals declining from 72.4M in 2024 to 68.5M in 2025. Canada led U.S. travel spending at nearly $16B despite a 25.1% visitation decrease. Noble Investment Group saw a strong 2025, with Q4 up 7% and January 2025 up 8%. Marriott's luxury segment and conversions fueled growth, with 40% of new openings attributed to conversions.
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  • 3 min

Marriott CEO message on ICE is clear: prioritize safety of guests and staff, first

🏨 Marriott's CEO Tony Capuano addressed ICE booking concerns, emphasizing employee safety and compliance. Marriott expanded in 2025 with over 700 properties and 100,000 rooms, including 400 conversions. CitizenM's acquisition added 37 hotels. The luxury segment thrived with 114 new projects, despite some market closures like Baltimore's Sheraton due to local infrastructure issues. Capuano discussed these challenges with Mayor Brandon Scott. Notably, 12% of undocumented U.S. workers are in accommodations, impacting the sector.
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  • 3 min

The one hotel investment strategy with the greatest chance for success might surprise you

📈 Hospitality transactions in 2026 may see an inflection point. Interest rates have decreased over the past 18 months, but remain high at 7-9%. Cap-rate expectations haven't adjusted, impacting transaction volumes. Key investment strategies include developing high-end hotels with RevPAR above $250, repositioning underutilized hotels, and reinvesting in existing assets. Reinvestment offers reliable returns due to deferred maintenance. Andrew Carey, CEO of Newport Hospitality Group, shares these insights, highlighting the need for discipline in hotel management.
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