{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Commercial Real Estate Investment Conference Podcast (CREIC)","title":"Luxury Hospitality: Where Smart Money Is Going","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/fa4e15ce\"></iframe>","width":"100%","height":180,"duration":342,"description":"Luxury hospitality is outperforming every other hotel segment in 2026. RevPAR growth at the high end is crushing the broader market. San Francisco luxury up 31%, Xenia Hotels raising guidance. Private equity is mobilizing - 46% of travel/hospitality deal value in H2 2025 was PE-backed. Trinity and Sculptor just paid $835M for JW Marriott Marco Island. The smart money knows: luxury is winning, midscale is getting crushed, and India's luxury market is about to explode from $18B to $85-90B by 2030. Supply is constrained. Pricing power is real. The bifurcation is complete.","thumbnail_url":"https://img.transistorcdn.com/PkdcFoklt6Pt1rv3cF5LhC5NMbLiO82QPyaLOkUVqc8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lOTZm/YmE3MTkwMDcyMGI2/ZTZiOGE3MmYzZThk/ZjE3Ni5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}