Monthly Hospitality Intelligence Briefing

A concise monthly distillation of the most consequential developments in global luxury hospitality.

Executive Summary

01
Cross-border capital share rises to 41%, a six-year high.
02
European secondary cities continue to compress yields more rapidly than headline indices imply.
03
Hospitality lending spreads contract a further 18bps month-on-month.

Forecasts

Global Luxury RevPAR (FY 2026)

+5.0% to +6.5%

Luxury Transaction Volume (FY 2026)

+8% to +12% YoY

Prime Cap Rates

Modest further compression, 10–20bps

Risk Considerations

Investment Outlook

Conditions favour selective deployment into trophy and curated independent stock, with renewed appetite for value-add in secondary European luxury.

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