2:50 AM - 3:40 AM | Cedar Grove | Breakout Session

Panel Directors: Imran Hasan MBA ‘27, Adam Drummond MRE ‘26

In the post-pandemic recovery, hospitality performance has increasingly diverged across segments. Luxury and experiential assets continue to command pricing power and global capital flows, while select-service and economy hotels demonstrate operational resilience and durable margins. Meanwhile, traditional “core” upper-upscale and midscale assets face margin compression, brand saturation, and shifting consumer expectations. Is the industry structurally bifurcating and what does this mean for long-term portfolio construction?