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Takeaway: Positive momentum for H, HOT, MAR, and HST

Our math shows RevPAR accelerating December through February

  • December was a good month for hotels with Upper Upscale RevPAR likely up double digits
  • We expect the positive momentum to continue through Q1 with projected RevPAR up 8%, 9%, 6% and 8% in Jan, Feb, Mar, and Apr, respectively.
  • We believe consensus Q1 RevPAR expectations are for 5% YoY growth.  If we're right on RevPAR, hotel stocks could continue to move higher