Key Takeaways
- ❌ Treating AI data centers like factories with permanent employment
- ❌ Underwriting new hotel supply off peak construction demand
- ❌ Assuming long-term ADR durability once projects stabilize
- ✅ Existing limited-service hotels near large, multi-phase builds
- ✅ Assets with low basis that can monetize a 24–48 month demand window
- ✅ Operators who understand construction crew patterns , not leisure or corporate travel
Never miss a Signal
Get the daily brief that busy CRE professionals rely on.