Urban Hotels Finally Stopped Guessing
Dec 04, 2025•2 min•Ep. 68
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Episode description
A luxury hotel sale in San Francisco just set the first real pricing floor we’ve seen in years.
Not optimism — cycle timing.
In this episode, we break down why institutional capital is quietly re-entering urban hospitality and what that means for underwriting, valuations, and 2026 positioning.
Listen to what this pricing anchor really signals.
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