Hotel Analyst Podcast
Hotel Analyst Podcast
Episodes
Episodes of Hotel Analyst Podcast
Mark All
More and more conversions are making their way into hotel brand pipelines. While converting other hotels to your brand is easy, converting from offices can be much harder. Why investors are liking the look of adjacent spaces of buildings with b
A refinancing at PPHE points to the end of cheap debt - but what is the right long term level for interest rates? In the US, regulators are bearing down on the airlines and loyalty programmes. Such attention can often be unwelcome...And the lat
Holiday packages are becoming more popular once more, and that could put renewed pressure on hoteliers, as TUI and its peers increase their market power. The investment market is starting to warm up, with Pandox clocking up two acquisitions as
On the ropes aparthotel group Sonder finds a lifeline in a deal with Marriott - will this help it to profit? And Hyatt joins the big league with a lifestyle division, as it buys the Standard International brands and, with them, the creative tea
It’s second quarter results season, so we mull over the results - weaker in China and the US, holding up elsewhere. Plus, how the different CEOs presented their outlooks, as many trimmed their expectations for the full year. Who has the best mo
We run through some winners and losers in the current marketplace, and ponder the demise of Selina - where are the digital nomads? There’s something not quite right about the finance markets, as private debt outperforms private equity. And bran
One PE house sells Village Hotels to another PE house - what next for the vertically integrated UK chain, and was the deal more about redemptions and investment needs, than either party getting a great deal? Barcelona has called time on short t
Reflections from the Operational Real Estate Festival, held at the end of June 2024, which acknowledged the growing interest from investors in businesses linking a property element with the business that goes on inside that property. Capital is
Budget UK hotels saw a plateau in the first quarter, but remain confident for the rest of the year - but is it time for Whitbread to franchise Premier Inn? The SPACS Sonder, Soho House and Selina are all taking tough action to improve profitabi
Whether you're feeling more rock and roll, or looking for a family friendly feel, can you find a hostel brand to suit you? Deal volume is rising with Eurazeo selling, Fattal and HR Group acquiring - signalling we must now be past the bottom of
Selling experiences is a tough gig, and few are making money at it - but there's value in keeping guests entertained and engaged. Corporate travel is back, and still coming back, though online meetings have clipped the ultimate level of demand.
The deal landscape is improving, with investors now getting used to the cost and tighter availability of debt - and some big deals coming to completion. How hospitality is still being ignored as officials look at how to reinvigorate urban centr
Straddling different accommodation asset classes, and running a hybrid business, can be tough. Never mind finding the right audiences, there are investors to educate too. Contrasting first quarter fortunes at Choice and Hyatt; with Hyatt contin
IHG and Marriott look to grow conversions in their pipeline. IHG has cut its system fund charges, to enhance its attractiveness, as Marriott teases a new midscale brand designed specifically to encourage conversion signings. Spanish investor Az
A record set of results from Whitbread came along with more details on how it will optimise its restaurants and bars. Being vertically integrated has its benefits, but also growth challenges. Hilton and Wyndham are both looking to new brand add
Thoughts from this year’s IHIF in Berlin, where the transaction market looks on, becalmed, as the brands and operators enjoy better times. Wyndham and Hilton buy new brands, broadening their offer - but who do the brands really serve? And while
As B&B Hotels and CitizenM potentially come to market, who will be in the mood to spend billions buying these brands, and grow them to the next level? Travelodge now looks to be changing its business model, with owners of the operating business
As delegates at MIPIM get over the most recent shocks to hit property markets, there comes a growing realisation that active asset management is increasingly essential, to add value in operational real estate. Student accommodation providers ar
Deals off, deals on - as Choice abandons its plan to take over Wyndham, Barry Sternlicht reveals plans to launch a SPAC which will own a mix of US and European hotels, previously held by Starwood Capital. Saudi Arabia has hit a key milestone in
The extended stay niche was fastest to recover after the pandemic - and now they’re first to see performance level off, and face the economic headwinds out there. Worries continue over refinancing and the wall of debt the hotel sector faces - w
More new hotel brands are coming - are they any good for consumers, and will there be a fallout? Tourist taxes are being ramped up, as destinations use them to generate an income, in the name of moderating peak demand from visitors. And as Spai
Accor, IHG and Hyatt are all looking to make more strategic moves, as they eye the last benefits of post-pandemic tailwinds. Choice hotels saw market conditions weaken in the US the fourth quarter - putting its share price under pressure, as it
Marriott still sees tailwinds from growing group and business bookings; Wyndham worries about the impact on its business of the Choice bid, to date reckoned at a USD75m negative impact. Meanwhile in Europe, owner Pandox and operator Scandic are
Soho House comes under attack from a short seller - but is the business fundamentally as worthless as they claim? Hilton signals a strategy switch, arguing now is the moment to consider acquisitions in a stressed market. And the alternatives in
India’s local hotel groups are enjoying a strong economy, with growing demand, in a marketplace where there’s little prospect of much more supply in the near term. Consumer travel behaviour is changing, and more are booking directly, and more i
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