hotels

“We think there's a really unique opportunity to combine lower entry points for pricing because higher interest rates mean you can't pay as much for something a day. Yet still have this long-term, very favorable consumer outlook. So to us, it's a really good ti…”

“About half of our deals, a little bit more, end up being hotel related. The other half tend to be split across all those other segments.”

“We want to make sure we have a margin of safety from how we're financing ourselves so that if there are short-term shocks, we can ride through that without Being forced to do something that we wouldn't want to do. We have great conviction in a five to 10 year …”