After a 30-year career as a stock research analyst, David Loeb created Dirigo Consulting LLC, which advises on capital markets, strategy, and communications issues. Clients have included REITs, brands, and private equity investors. He also served on ...
After a 30-year career as a stock research analyst, David Loeb created Dirigo Consulting LLC, which advises on capital markets, strategy, and communications issues. Clients have included REITs, brands, and private equity investors. He also served on the board of directors of CorePoint Lodging (NYSE: CPLG) prior to its successful realization for shareholders. He can be reached at davidloeb@earthlink.net.
While the current labor shortage and rising labor costs are continuing to grab headlines, another potentially larger issue could limit the value of hotels in the years ahead.
Everyone has been touched by this pandemic in some way: Given the scope of the COVID-19 pandemic and its ripple effect across our health, the economy and the resulting emotional toll, no one on the ...
Times change and things we used to enjoy fade into the past. The experience of a hotel stay has changed over the years in many ways, for better and not so much. With concerns about protecting the ...
Call me a fool. Making predictions about how something as sudden and unexpected as a demand shock will change the world and the hotel industry is a fool’s errand. Yet, that is what I intend to do.
Looking back on my last two columns, it looks like I nailed it in early July when I stated that an industry downturn had begun. In October, I predicted that a recession appeared imminent or might ...
A year ago, in my first column for HotelNewsNow.com, I suggested that a new upswing had begun for the U.S. hotel industry in 2017 and would continue in 2018 and perhaps beyond. I ended with a ...
The takeover battle for LaSalle Hotel Properties is over, with Pebblebrook Hotel Trust expected to close on its acquisition in about three months, following shareholder votes from both companies’ ...
While Blackstone is under contract to acquire LaSalle Hotels Properties, in the end I don’t think that deal is likely to close. Rather, I see three scenarios that would result in Pebblebrook Hotel ...
Editor’s note: This is the second part of a two-part analysis of the proposed Pebblebrook-LaSalle merger. Part one examines the motivations of scale that are behind the plan.
Editor’s note: This is the first part of a two-part analysis of the proposed Pebblebrook-LaSalle merger. Part two examines the two companies’ shared history and what it could mean for a combined ...