Hotel Analyst Podcast

Hotel Analyst

Regular views on the key news stories from the Hotel Analyst team, covering the global hotel investment market. To read more detail, subscribe at www.hotelanalyst.co.uk

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290 episodes
Updated May 18

Episodes290

Newest first

May 18 · 25 min
Hotel Analyst Pod 18th May 2026
We start this episode by combining two big themes emerging from the first-quarter reporting season from the global hotel majors: the impact of the Iran conflict on trading patterns, and growing evidence that the industry’s long-running “two-speed” re ...
April 17 · 30 min
Hotel Analyst Pod 16th April 2026
This episode we’re focusing on three defining themes shaping hotel real estate right now: geopolitical disruption, industry sentiment, and the structural reset in real estate investment. We start with Iran and what it means for investors, then move t ...
March 5 · 33 min
Hotel Analyst Pod 5th March 2026
In this episode of the Hotel Analyst podcast, we examine three structural themes shaping the global hotel investment landscape as the sector moves into 2026. First, we explore the rise of what many investors now view as the “fee flywheel”. The lates ...
Dec 17, 2025 · 26 min
HotelAnalystPod17Dec25
In this episode, we take a look at the deal market, particularly reflecting on the EHIC conference; we discuss the UK’s budget and its impact on hotels; and we finish with a look at Trump’s latest visa rules.
Nov 16, 2025 · 24 min
Hotel Analyst Pod 16th November 2025
This episode is mostly about the third quarter results of the listed hotel companies. But we also touch on a few things sustainable, reporting on the UK Hospitality Sustainability Seminar held last month and we also offer a view on the current state ...
Oct 14, 2025 · 28 min
Hotel Analyst Pod 14th October 2025
This episode is all about real estate. We start off with a report from the Annual Hospitality Conference in Manchester, which starts with an assessment of the transactions market; then we talk takeovers and why there has been a rise in public to priv ...
Sep 19, 2025 · 21 min
HotelAnalystPod19Sept25
This episode discusses one of the hottest topics in hotel marketing, the subscription model; plus we’ll be taking a look at the latest brand launch from Oyo; and weighing up what Airbnb’s hotel distribution push means for the sector.
Aug 15, 2025 · 32 min
HotelAnalystPod15Aug2025
We talk about the exclusive new club of hotel companies that make a billion dollar profit every quarter – spoiler alert, there are just two; we will also be talking about Accor and IHG, looking at why Accor continues to disappoint with regard to its ...
Jun 23, 2025 · 21 min
HotelAnalystPod23Jun25
We talk about Airbnb’s efforts to deflect blame from overtourism onto the hotel sector; we take a look at how hotel brands are choosing marketing partnerships over big advertising campaigns; and we finish with the issue of collection brands, in parti ...
May 30, 2025 · 21 min
HotelAnalystPod30May25
In this episode, we talk about how hospitality can help drive regeneration, the latest action in the hostel market, and what Airbnb and short-term rentals are up to.
May 19, 2025 · 24 min
Hotel Analyst Pod 18th May 2025
This episode is a wrap of Q1 results, with a focus on Intercontinental Hotels Group and how much of an impact US exposure and Revpar guidance revision has had on share prices; we take a look at the under-discussed global giant Jin Jiang; and examine ...
May 9, 2025 · 22 min
Hotel Analyst Podcast 8th May 2025
Third party 2.0: The acquisition of citizenM is the lead story this episode, the first with our mystery new host. You can also hear about Essendi, formerly known as AccorInvest, and the luxury plays of Hilton and Hyatt.
Apr 30, 2025 · 23 min
Hotel Analyst Pod 30 April 2025
Using tech does not make a company a tech company. Otherwise, all companies would be in the technology sector. Alongside chatting about tech enablement in the hotel industry, we discuss real estate investment trusts and the Millwall of the hotel sect ...
Apr 17, 2025 · 26 min
HotelAnalystPodcast17April2025
Trump’s tariffs - and the threat of tariffs - are already causing international havoc. What will be the impact on the hotel sector, and on international travel? Banks are back lending, with more finance available for hotel investors. And Accor signs ...
Apr 10, 2025 · 24 min
HotelAnalystPodcast10Apr2025
A bumper Berlin conference special, covering tariffs, Trump and tantrums. A fast-shifting series of threats around tariffs has already played havoc with stock markets, what will it mean for travel and hospitality? Hotel professionals in Berlin wonder ...
Apr 1, 2025 · 27 min
HotelAnalystPodcast1Apr2025
Wyndham launches a loyalty debit card - but are they targeting a younger demographic really interested in earning points? Why the European hotel investment market is in a Goldilocks phase, with Greece a potential hotspot full of opportunities. And Tr ...
Mar 27, 2025 · 25 min
HotelAnalystPodcast27Mar2025
Both new build and refurbished hotels are setting new environmental standards, as investors realise the investment upside of more efficient buildings. But has the whole green debate moved on? Why is Dalata undergoing a strategic review? And lessons f ...
Mar 12, 2025 · 20 min
HotelAnalystPodcast12Mar2025
Hotel investment deals have kicked of 2025 with strong volume, as the sector compares well alongside other real estate segments. Key money spent by the brand groups is growing, but is that such a bad thing? In Spain, hotel groups Melia and Riu look a ...
Mar 5, 2025 · 30 min
HotelAnalystPodcast5Mar2025
IHG has acquired the Ruby hotels brand, and with it a growing portfolio of European lifestyle hotels - smart move? Choice and Accor are talking about moving upmarket, but have other structural issues to attend to. And at the OTAs, who will win the ba ...
Feb 15, 2025 · 25 min
HotelAnalystPodcast15Feb2025
Stronger than expected final quarter numbers brightened the spirits of major hotel CEOs - but the markets were less positive, sending some shares lower on concerns about upcoming weakness. In Europe, the deal landscape looks to be improving, much to ...