Key Takeaways Upgraded group amenities and exposure to high-growth tech markets are driving increased demand, enhanced pricing power, and margin improvement for strategically positioned assets. Disciplined capital allocation, selective buybacks, and focus on luxury properties in desirable locations support shareholder returns, organic revenue growth, and structural demand tailwinds.Read more

Key Takeaways Focus on high-end hotels in prime markets enables strong pricing, resilience, and appeals to evolving travel preferences among younger and remote-working guests. Ongoing property upgrades and portfolio optimization drive revenue growth, improved margins, and position the company for long-term profitability and flexibility.Read more

Key Takeaways Shifts in travel behavior, alternative lodging growth, and economic volatility threaten demand, pricing, and earnings for Xenia’s urban and luxury hotel portfolio. Rising climate risks, insurance, and renovation costs will reduce margins, elevate capital expenditure needs, and constrain long-term cash flow and returns.Read more
