Apples falling from the sky

Tell Me More in New York City, a bonus episode from the NYU International Hospitality Investment Forum

The co-hosts of Tell Me More: A Hospitality Data Podcast share their thoughts from the NYU IHIF, held June 1-2 in New York City. They unpack CoStar's positively revised forecast and give their candid takes on the high points and low points of this year's event.

Apples falling from the sky

In this episode of Tell Me More: A Hospitality Data Podcast, STR's Isaac Collazo and CoStar's Jan Freitag join CoStar News' Stephanie Ricca to talk about the latest updates to World Cup hotel occupancy on the books, as well as record-setting April hotel performance numbers. Plus, the hosts talk P&L trends through the middle of the year.

I told you so

Hotel performance in the U.S. in the first quarter of 2026 was better than expected, and the co-hosts of Tell Me More: A Hospitality Data Podcast break down the drivers. Yes, demand growth continued, and March brought average daily rate growth as well. Also in this episode, the co-hosts talk aging hotel supply and the explosion of hotel performance growth surrounding the annual Coachella Valley Music and Arts Festival near Palm Springs, California.

This is real growth

Podcast hosts Isaac Collazo from STR, Jan Freitag from CoStar and Stephanie Ricca from CoStar News dive into the data showing rising hotel demand in the U.S. across all chain scales. The hosts also talk group demand trends and the global headwinds affecting travel as the first quarter approaches its close.

Finding the lucky moments in 2026, from the Hunter Conference

CoStar's Jan Freitag and STR's Isaac Collazo join CoStar News' Stephanie Ricca for a bonus episode recorded at the Hunter Conference in Atlanta on St. Patrick's Day. Collazo shares a preview of positive February hotel performance results, and the co-hosts debate how long the strong K-shaped economy will influence the hotel industry.