Jonathan Wang
9 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Jun 15, 2026 by Jonathan Wang · said 1 times in 1 episodes since 2023 · across every show →
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Jun 15, 2026 bearish
Wang: Recent Drop in Hotel Demand Broke a 40-Year Historical Pattern
“Since 1987, you've only had hotel demand decrease in years of large global shock. What I left out was that it declined last year. Now you could say was liberation day, global shock, stock markets up. I don't think so. That broke a 40 year rule.”
Jun 15, 2026
Jun 15, 2026 positive
Wang: US Hotel Demand Has Grown ~2% Annually Since 1987
“Actually, if you go back all the way to 1987, which is as far back as you updated, you can see that demand for hotel rooms across the U.S. Has grown at just about two percent a year. For 40 years, and only ever declined in periods of global shock. So, 91 with …”
Jun 15, 2026 positive
Wang: Hotels Gain Pricing Power Once Occupancy Surpasses 72%
“What's really interesting is that almost every one of these markets has a demarcating line, or if you do a scatter plot for the last 40 years, where above and below a certain threshold, there is a pronounced difference of ability to drive rate. It's not even c…”
Jun 15, 2026
Jun 15, 2026 positive
Wang: Real life fulfillment comes from commitment, not maximizing optionality
“So much of what we do is about creating optionality, and you try to maximize optionality, but when I look at my life, I think about getting married, having an amazing wife, my kids, and even starting this business. My greatest joys come from when I have commit…”
Jun 15, 2026
Jun 15, 2026 negative
Wang: The US has flipped from net importer to exporter of travel
“Up until 2019, the U.S. Was an importer of travel. More people came to the U.S. And stayed in hotels than left the U.S. To stay abroad. We have now become a significant exporter of travel. More people leave the U.S. To go abroad than come in.”
Jun 15, 2026
Wang: Unaligned investment teams set unexecutable pro formas for operators
“If you don't have full alignment between those teams and accountability across the board as one team, you end up with a situation where you've got misalignment of objectives where an investment team says they feel good about something, they hand it to the team…”