73e7dbafba148778ac935abe6a384cb6.ppt
- Количество слайдов: 66
Rachel J. Roginsky, ISHC Pinnacle Advisory Group 76 Canal Street Boston, MA 02114 Telephone: 617 -722 -9916 Fax: 617 -722 -9917 rroginsky@pinnacle-advisory. com Outlook 2004 Pinnacle Realty Investments Pinnacle Advisory Group
National Lodging Market Top 25 Markets – 2002 Total U. S. Market Through April 2003 National Projections
National Lodging Market Top 25 Markets – 2002
Top 25 Markets Room Supply Percent Change - 2002 INDUSTRY AVERAGE 1. 8 % Source: Smith Travel Research / Pinnacle Advisory Group
Top 25 Markets ADR Percent Change - 2002 INDUSTRY AVERAGE -1. 5 % Source: Smith Travel Research / Pinnacle Advisory Group
Top 25 Markets Occupancy 2002 INDUSTRY AVERAGE 59. 2 % Source: Smith Travel Research
Top 25 Markets Rev. PAR 2002 Source: Smith Travel Research / Pinnacle Advisory Group
National Lodging Market Total U. S. Market Through April 2003
Total United States Room Supply/Demand Percent Change Twelve Month Moving Average To April 2003 Source: Smith Travel Research / Pinnacle Advisory Group
Total United States Occupancy and ADR Twelve Month Moving Average To Apr 2003 Source: Smith Travel Research / Pinnacle Advisory Group
Total United States Key Performance Indicators Percent Change Twelve Months Ending April Source: Smith Travel Research / Pinnacle Advisory Group
Chain Scales Occupancy/ADR Percent Change Twelve Months Ended April 2003 Source: Smith Travel Research / Pinnacle Advisory Group
National Lodging Market National Projections
U. S. Lodging Outlook * Supply Growth Significantly Lower * Demand Lags, Then Recovers * Occupancy Flat * Pressure on Room Rates * Slow Rev. PAR Growth * Potential Threat – War/Terrorism
Total United States Supply/Demand Percent Change 1996 – 2003 P Source: Smith Travel Research / Pinnacle Advisory Group
Total United States Occupancy Percent 1996 – 2003 P Source: Smith Travel Research / Pinnacle Advisory Group
Total United States Average Daily Rate 1996 – 2003 P Source: Smith Travel Research / Pinnacle Advisory Group
Total United States Rev. PAR Percent Change 1996 – 2003 P Source: Smith Travel Research / Pinnacle Advisory Group
New England Lodging Market
New England Occupancy - 2002 Source: Smith Travel Research / Pinnacle Advisory Group
New England Average Daily Rate – 2002 Source: Smith Travel Research / Pinnacle Advisory Group
New England Rev. PAR – 2002 Source: Smith Travel Research / Pinnacle Advisory Group
New England Change in Performance - 2002 Source: Smith Travel Research / Pinnacle Advisory Group
New England Change in Performance – YTD June 2003 Source: Smith Travel Research / Pinnacle Advisory Group
Suburban Boston Lodging Market Statistics Projections
Suburban Boston Lodging Market Statistics
Suburban Boston Statistics
Suburban Boston Occupancy 1995 -2002 Source: Smith Travel Research / Pinnacle Advisory Group
Suburban Boston Average Room Rate 1995 - 2002 Source: Smith Travel Research / Pinnacle Advisory Group
Suburban Boston Rev. PAR 1995 - 2002 Source: Smith Travel Research / Pinnacle Advisory Group
Suburban Boston Lodging Supply 1995 - 2002 Source: Smith Travel Research / Pinnacle Advisory Group
Suburban Boston Occupancy YTD June 2001 - 2003 Source: Smith Travel Research / Pinnacle Advisory Group
Suburban Boston Average Daily Rate YTD 2001 - 2003 Source: Smith Travel Research / Pinnacle Advisory Group
Suburban Boston Rev. PAR YTD 2001 - 2003 Source: Smith Travel Research / Pinnacle Advisory Group
Suburban Boston Lodging Market Projections
Suburban Boston 2003 l Continued Lack of Overflow from Boston l Major Demand Generators Report only limited increases in demand l Shorter Booking Window l New Supply Less but Still a Factor l Pent-up demand
Pinnacle Projections Suburban Boston 2003 2002 2003 Change Occupancy 58. 3% 55. 0% -5. 7% Average Rate $97. 20 $92. 75 -4. 6% Rev. PAR $56. 69 $51. 01 -10. 0%
Suburban Boston 2004 l Stronger Convention Year for Boston l Improving economy l Limited New Supply l Stable Geopolitical Situation l Weak Dollar
Pinnacle Projections Suburban Boston 2004 2002 2003 Change Occupancy 55. 0% 57. 0% 3. 6% Average Rate $92. 75 $93. 75 1. 1% Rev. PAR $51. 01 $53. 44 4. 8%
Boston / Cambridge Lodging Market Statistics New Supply Demand Trends Projections
Boston / Cambridge Lodging Market Statistics
Boston / Cambridge Occupancy 1989 – 2002 Source: Pinnacle Advisory Group
Boston / Cambridge Average Room Rate 19892002 Source: Pinnacle Advisory Group
Boston / Cambridge Rev. PAR 1989 -2002 Source: Pinnacle Advisory Group
Boston / Cambridge Lodging Supply 1989 2002 Source: Pinnacle Advisory Group
Boston / Cambridge Occupancy YTD June 2001 -2003 Source: Pinnacle Advisory Group
Boston / Cambridge Average Room Rate YTD June 2001 -2003 Source: Pinnacle Advisory Group
Boston / Cambridge Rev. PAR YTD June 2001 -2003 Source: Pinnacle Advisory Group
Boston / Cambridge Change in Rev. PAR 1996 – YTD June 2003 Source: Pinnacle Advisory Group
Boston / Cambridge Change in Performance By Market Area - 2002 Source: Pinnacle Advisory Group
Boston / Cambridge Change in Performance By Market Area – YTD June 2003 Source: Pinnacle Advisory Group
Boston / Cambridge Lodging Market New Supply
Boston / Cambridge New Supply 2003 • • • Embassy Suites - Airport – 273 Rooms - April Residence Inn – Charlestown – 168 Rooms – May Hotel Marlowe – E. Cambridge – 236 Rooms – May Commonwealth Hotel – Kenmore Square 149 Rooms - May Courtyard Hotel – Back Bay - 90 - Rooms September/October
Boston / Cambridge New Supply 2004 Hotel Onyx – N. Station – 112 Rooms – Winter/Spring • Jurys Doyle – Back Bay – 220 Rooms – Spring • Clarion – N. Station – 88 Rooms – Summer • Hampton Inn and Suites – Crosstown – 175 Rooms – Summer •
Boston / Cambridge Lodging Market Demand Trends
Boston / Cambridge Demand Trends l Declining Corporate Demand – Economy – Geopolitical Situation l Declining Group Demand – Weak Corporate Demand – Off Convention Years l Declining Airline Crew Demand – Economy – Airline Industry Woes
Boston / Cambridge Demand Trends l Increasing Leisure Demand – “Buying” Demand Through Lower Rates – Increasing Use of the Internet l Increasing Government Demand – Increased Per Diem – Homeland Security
Factors Affecting Boston / Cambridge Performance vs. National Performance l Stronger Supply Increases l Heavy Reliance on Technology and Financial Services Industries l Popular Destination with International Travelers
Boston / Cambridge Lodging Market Projections
Factors Affecting Demand 2 H 2003 • • • Fewer Conventions than 2 H 2002 New Supply Shorter Booking Window Improving Economy More Stable Geopolitical Situation Weak Dollar
Pinnacle Operators Survey 2003 l 18 Hotels, 7, 900 Rooms Occupancy Down 2. 4 Points Average Rate Down 7. 3 Percent Rev. PAR Down 10. 2 Percent
Pinnacle Projections Boston / Cambridge 2003 2002 2003 Change Occupancy 72. 3% 68. 8% -4. 8% Average Rate $165. 04 $151. 84 -8. 0% Rev. PAR $119. 32 $104. 46 -12. 4%
Factors Affecting Demand 2004 • • • Strong Convention Year New Supply Improving Economy More Stable Geopolitical Situation Weak Dollar MOTT Budget Reduction
Pinnacle Operators Survey 2004 l 18 Hotels, 7, 900 Rooms Occupancy Up 1. 4 Points Average Rate Up 2. 5 Percent Rev. PAR Up 4. 8 Percent
Pinnacle Projections Boston / Cambridge 2004 2003 2004 Change Occupancy 68. 8% 70. 5% 2. 5% Average Rate $151. 84 $155. 63 2. 5% Rev. PAR $104. 46 $109. 72 5. 0%
Rachel J. Roginsky, ISHC Pinnacle Advisory Group 76 Canal Street Boston, MA 02114 Telephone: 617 -722 -9916 Fax: 617 -722 -9917 rroginsky@pinnacle-advisory. com Outlook 2004 Pinnacle Realty Investments Pinnacle Advisory Group


