Navigating the Next Cycle in Hospitality and Where Risk is Mispriced
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Show Notes
Hospitality forecasts suggest modest growth, but dispersion beneath the surface tells a different story. In a conversation with Mark Woodworth and Jack Corgel, Peachtree Group CEO Greg Friedman explores real ADR growth, widening segment divergence, and why credit positioning may offer better risk-adjusted returns than equity in the next phase of the cycle.
As you evaluate hospitality investments in 2026, headline forecasts can feel deceptively calm. Consensus forecasts for the U.S. hotel industry call for RevPAR growth of roughly 1 to 1.5%. On the surface, that feels stable. Cap rates appear steady. The economy remains resilient, if uneven.
But averages are masking structural divergence.
In a recent episode of Peachtree Point of View, Peachtree Group CEO Greg Friedman spoke with Mark Woodworth , principal at Woodworth Core Group and Jack Corgel, Professor Emeritus at Cornell University's Nolan School of Hotel Administration and senior advisor at Woodworth Core Group, about cycle timing and where risk may be mispriced in today’s lodging market.
Their message was clear: this is not a uniform recovery.
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