Hotel Analyst Podcast Hotel Analyst
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Weekly 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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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 for growth, as performance in their home US market flattens off. And all is quiet, calm and seemingly unaffected by geopolitical upheaval, for Scandinavian hotel groups Pandox and Scandic.
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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 have not been a source of great riches for many hospitality businesses, market listings remain in favour, as far as Hotel101 and Motel One are concerned.
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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 backing a linked property company and buying a portfolio of Travelodge hotels. And Africa is seeing the hotel brands renew their march after the pandemic - as they discover some familiar challenges.
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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 looking to adjacent spaces to learn operational lessons, and seek growth opportunities. And China's big property conglomerates are under pressure financially - what will the impact be on Western hotel partners?
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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 expanding its tourism sector - and is making impressive progress. And in Europe, airlines and package groups are offering greater flexibility to keep up with continuing strong leisure demand.
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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 lead to distress and deals? And Greece has undergone an economic transformation, now its tourism market and hotels too are undergoing major change too, as international investors and brands arrive.