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

Jun 6, 2024 · 29 min
HotelAnalystPodcast6June2024
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 centres in ...
May 17, 2024 · 33 min
HotelAnalystPodcast17May2024
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 continuing i ...
May 9, 2024 · 27 min
HotelAnalystPodcast9May2024
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 Azora ha ...
May 2, 2024 · 27 min
HotelAnalystPodcast2May2024
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 additions ...
Apr 19, 2024 · 24 min
HotelAnalystPodcast19Apr2024
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 SPACs ...
Apr 13, 2024 · 27 min
HotelAnalystPodcast13Apr2024
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 backi ...
Apr 5, 2024 · 25 min
HotelAnalystPodcast5Apr2024
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 are look ...
Mar 24, 2024 · 25 min
HotelAnalystPodcast24Mar2024
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 expan ...
Mar 12, 2024 · 27 min
HotelAnalystPodcast12Mar2024
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 - will it ...
Mar 4, 2024 · 25 min
HotelAnalystPodcast4Mar2024
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 Spain look ...
Feb 26, 2024 · 25 min
HotelAnalystPodcast26Feb2024
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 relie ...
Feb 21, 2024 · 27 min
HotelAnalystPodcast21Feb2024
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 looki ...
Feb 18, 2024 · 26 min
HotelAnalystPodcast18Feb2024
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 hoste ...
Feb 8, 2024 · 23 min
HotelAnalystPodcast8Feb2024
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 in adva ...
Jan 29, 2024 · 30 min
HotelAnalystPodcast29Jan2024
The world is resetting around new demand drivers, new destinations and new flying routes after the pandemic - and there are winners as well as some losers. Consumers are tilting back towards hotels and away from short term rentals, just as the regula ...
Jan 23, 2024 · 28 min
HotelAnalystPodcast23Jan2024
It’s a positive start to the new year, as consultants expect deal volume to improve - unlocking the restricted investment market. Major travel groups, including TUI, are looking to gain greater control over the hotels they sell as part of their packa ...
Jan 18, 2024 · 21 min
HotelAnalystPodcast18Jan2024
A big GBP800m purchase in London by Starwood Capital has brightened the investment community - could it be the moment private equity is back in the market? Plus, a portfolio of 66 Travelodge hotels trades, with the buyer being the US owner of the Tra ...
Jan 16, 2024 · 23 min
HAHoftelpodcastJan2024
Ahead of his upcoming Hoftel conferences, CEO Simon Allison provides his thoughts on deal flow into 2024, as banks start pulling the trigger. Other big issues, debated at his events, include the shifting focus of Spanish brands and owners, aligning w ...
Dec 22, 2023 · 29 min
HotelAnalystPodcast22Dec2023
Hospitality looks forward to 2024 with reducing inflation, interest rates looking as though they may have peaked - will it be a happy new year? Is Indian disruptor Oyo finding its mojo once more? And Philippine brand Hotel 101 is planning global expa ...
Dec 8, 2023 · 24 min
HotelAnalystPodcast8Dec2023
Budget hotel operators are trading strongly, but where is the value-add opportunity for investors in their property assets? Consolidation plays see those in the living space broaden their appeal to both customers, and to potential investors. And, des ...