Lodging Supply Side

Moving back to our special focus on Lodging this week, we spoke briefly to analysts William Truelove who had a few things to say about the supply side of the lodging sector:

• “You have a fantastic outlook [on the supply side] the more urban you get. “
• “The more urban you get, the more relevant it becomes to public hotel companies, because that is where they tend to own or manage hotels”
• “When you start talking about the suburban highway stuff, the franchise companies, like Marriott (MAR), Choice (CHH), Starwood (HOT) or even Hilton…are benefiting there from the supply in the suburban hotel.”
• “I think the conerns over the next year’s economy, whether or not it is going to be a recession, have really put a lid on stocks in the near term.”

For the full lodging issue, including a full sector overview and stock picks, click here.

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