How Hotel Owners Are Allocating Capital in 2026

What hotel owners and investors are doing matters more than what gets said on stage.

In this episode of No Vacancy, Glenn Haussman connects with Bruce Ford, SVP at Lodging Econometrics, as he reports from ALIS in Los Angeles.

Bruce shares what he’s seeing in the data and hearing in off-the-record conversations. The discussion focuses on how owners weigh new development versus conversions, how capital continues to move, and what influences decision-making as the industry looks toward 2026.

Topics include:

• How owners compare new development, conversions, and recapitalization

• Where cost pressure continues to affect returns

• How AI conversations sound more practical than speculative

• Why certain asset types keep attracting investment

• How labor and operating costs affect large hotels

• Why portfolio reshaping and consolidation remain on the table

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