2025 U.S. Hospitality and Restaurant‑Driven CRE: Investment Confidence amid Shifting Fundamentals

In 2025, the U.S. commercial-real-estate (CRE) landscape is seeing heightened focus on hospitality and restaurant-adjacent assets. Key indicators:

• According to a 2025 survey by CBRE Group, 94 % of respondents in the hotel investor-intentions survey plan to maintain or increase their hospitality investments this year (up from 85 % in 2024).  
• Deal-volume analysis by PwC reflects continued activity in the hospitality & leisure deals segment; while macro-economic adjustment is underway, opportunities remain for strategic acquisitions in differentiated asset classes.  
• At the same time, national CRE transaction volume showed stabilization in Q2 2025, with approx. $115 billion in activity — underscoring investor confidence.  
• For restaurant/hospitality-centric property management and ownership firms, these trends mean:
• Hospitality-oriented assets are increasingly perceived as income-generating CRE plays — not just as standalone operational businesses.
• Restaurants, bars and food service are being built into mixed-use and retail developments as anchor or co-anchor uses with apartments, offices or hotels.

Investors are seeking stabilized, income-producing assets with operational upside; that puts a premium on hospitality-adjacent CRE where the operator (restaurant/hotel) has staying power and brand resonance.

Operationally, this means property management and hospitality operational teams must collaborate early — aligning lease terms, build-outs (kitchen/venting/fire‐suppression), back-of-house logistics, service levels, branding and guest/resident experience. For your firm (which blends property management + hospitality), it’s a strong signal: focus on assets where hospitality use is baked into the value-creation strategy rather than added later.

In short: The national CRE landscape in 2025 is favoring hospitality-integrated developments, making restaurant-anchored mixed-use assets compelling for both investment and operational strategy.

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