AirDNA's Midyear Call: Better to Own Than to Buy
The midyear outlook puts 2026 occupancy at 57.4% with demand and supply both up 2.7% and RevPAR up 2.9%.
Seven months after calling it the best year to invest since 2021, the framing has flipped.

The midyear outlook puts 2026 occupancy at 57.4% with demand and supply both up 2.7% and RevPAR up 2.9%.
Seven months after calling it the best year to invest since 2021, the framing has flipped.
The 2026 outlook forecasts supply growth of 4.6%, ADR up 1.5%, and occupancy down 1%.
That is a decent year for operators and a mediocre year for anyone counting on the market to do the work.