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hospitality real estate

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 15, 2026 by Jonathan Wang · across every show →

Everything said about hospitality real estate, oldest first

Jun 15, 2026
Disclosure
Wang: EOS gives 75% or higher weighting to market over asset underwriting
“What I mean by that is if I had to bifurcate The market underwriting from the idiosyncratic asset underwriting, I would give a 75% weight to getting the market right, if not higher.”
Jonathan Wang Jun 15, 2026 ▶ 18:13 Hotel Investing at EOS – Jonathan Wang (EP.506)
Jun 15, 2026 bullish
Prediction Not checkable as stated
Wang: Hospitality investment will surge as banks force troubled asset resolutions
“So I think there's going to be great buying opportunities, but we're finally starting to see, which is exciting, is it banks are starting to make people deal with problems or sellers are now capitulating a bit. There's going to be a much more active investment…”
Jonathan Wang Jun 15, 2026 ▶ 40:23 Hotel Investing at EOS – Jonathan Wang (EP.506)
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