I dislike that there seems to be no strategic vision behind their decision, it almost looks like creditors are pushing them into making decisions that are forced or without any clear vision. On the other hand most of their properties are halmark properties which will turn around much easier once the economy improves.
On the 225K per room for the Four Seasons Mexico City, that number is misleading as the hotel is extremelly poorly run, just catering to international visitors and not to the Mexican business market which could increase revenues by just developing a marketing campaign inside the country. That's now up for the new owner to deal with.
Finally, I understand the business but under current economic conditions I would hesitate to buy or sell if I owned the shares. I could be seen as a gamble or toss up.