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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” recovery may finally be broadening beyond luxury. We then move on to Kempinski’s highly unusual decision to acquire a hotel in Prague and what that says…
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 to sentiment from Berlin at IHIF, before finishing in Cannes with what Mipim tells us about where capital is heading.
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 latest reporting from major listed hotel groups highlights how earnings growth is increasingly driven not by revpar alone, but by platform economics: system…
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.
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 of the energy transition and how it impacts hotels.
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 private; and our third item is all about what the real estate investment universe will look like in 2040.
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.
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 share price; and we’ll finish up with a chat about how hospitality is being over taxed and why, in the UK at least, VAT is going to stay at the high…
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 particular the latest from Marriott and Hyatt.
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.