Quotes of the Week: Ohana, AHT, Accor, T+L, Ryman, Sage

QUOTE OF THE WEEK
“[The spread is] starting to narrow and we’ve seen some trades that are really attractive from a cap rate standpoint and more reflective of what the market cap rate is. At [ALIS], we’re hearing about some other premium trades that will show other data. People are starting to transact.” – Eddie Yu, Ohana Real Estate Investors   Read story

“If the response continues to be firm and effective, the long-term effect on Puerto Vallarta and Mexico’s broader hotel sector should be minimal.” – John McCarthy, Leisure Partners   Read story

“We continue to see depth in buyer interest across our portfolio result in strong asset valuations. Strategic sales continue to be a core component of our plan to reduce leverage and improve cash flow via interest expense and capital expenditure relief. Proceeds from these transactions are primarily used to retire debt, positioning the company for long-term value creation.” – Stephen Zsigray, Ashford Hospitality Trust   Read story

“Ennismore is an extraordinary asset [for] Accor, and Accor, in any scenario, will intend to remain in control of that growth engine, which is pivotal to the growth of Accor and certainly to the differentiating factors of Accor. So, we’re still exploring many different venues.” – Sébastien Bazin, Accor   Read story

“The length of stay has definitely stayed up post-COVID. It went up initially, and it’s stayed there. We haven’t seen any meaningful move on drive-to versus fly-to, which says that our consumers are not changing their behavior, which means they’re not feeling the stress that maybe others might be.” – Michael Brown, Travel + Leisure Co.   Read story

“Looking ahead, projected same-store group rooms revenue on the books for 2026 is pacing up approximately 6% compared to the same time last year for 2025, supported by expected mid-single-digit ADR growth on these bookings for 2026.” – Mark Fioravanti, Ryman Hospitality   Read story

“Our purpose remains unchanged. We will continue to create and operate distinctive properties rooted in their communities and driven by purpose, while elevating how we execute, innovate and support our teams. That is how we advance our vision of redefining how the world experiences hospitality, positioning Sage as the hospitality industry’s most sought-after experience company.” – Daniel del Olmo, Sage Hospitality Group   Read story

“Our forecast is tempered due to the uncertainty surrounding international inbound travel, which fell in 2025 due to policy and perception changes, Still, a 1.7 increase would be noticeably better than the months before (-0.4%) and after (+1.0%) the World Cup.” – Isaac Collazo, STR   Read story

“Addiction touches every one of us as family members, as leaders, as friends, and as employers. In the hospitality industry, the need is especially urgent. Shatterproof is charting a new, better, more compassionate path forward. My deep gratitude goes to Gary Mendell, the entire Shatterproof team, and the donors who stand with this extraordinary organization.” – Tony Capuano, Marriott International   Read story