When the market gets noisy, the data gets louder. In this episode, Rich sits down with Jan Freitag — National Director of Hospitality Analytics at CoStar — for a no-spin breakdown of what’s actually happening in hotel investing right now and where the smartest capital is positioning next.

Jan pulls back the curtain on real transaction data, RevPAR trends, cap rate movement, supply constraints, and why luxury hotels are quietly becoming one of the strongest inflation hedges left. They dig into the K-shaped hospitality economy, why ultra-luxury is surging while midscale struggles, how Airbnb regulation is reshaping demand, and what tightening insurance, climate risk, and maturing debt really mean for operators over the next 24 months.

You’ll hear why some coastal and supply-constrained markets continue to command premium pricing, why distress hasn’t materialized the way investors expected, and how institutional players like Blackstone think about assets very differently than individual buyers. From CoStar’s unmatched data coverage to forward-looking predictions on rates, transactions, and demand, this episode is pure signal.

If you’re investing in hotels — or thinking about it — this is required listening. The numbers don’t lie, and this conversation tells you exactly how to read them.

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„titriert“ LL Hygieneempfehlungen für die Regionalanästhesie

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