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Hotel Analyst Podcast

175 Episodes

33 minutes | Aug 11, 2022
HotelAnalystPodcast11August2022
The big beasts, Marriott and Hilton, see business back largely to normal - but will they fall foul of economic slowdown? Institutions are looking at getting more involved in the UK housing market - as are hotel brands, too. And we weigh up who's going to do best out of the franchise businesses Choice and Wyndham. One's just acquired Radisson Americas, the other is looking to buy. Recorded 10 August, 2022
27 minutes | Aug 4, 2022
HotelAnalystPodcast4Aug2022
Results season - and most hotel companies are surprised by the strength and speed of the recovery. Accor surprises us with news of a restructure; Scandic has snapped back after a very rough pandemic; Pandox eyes returning markets; while in Spain, NH and Melia record strong profits as leisure travellers return to the Med in big numbers. Recorded 3 August 2022
27 minutes | Jul 13, 2022
HotelAnalystPodcast12July2022
Third party operators look for expansion opportunities, after deepening relationships with owners during the pandemic. Takeover time in serviced apartments, as the brands chase market presence. And views on the market from south east Asia. Recorded 12 July 2022
31 minutes | Jul 7, 2022
HotelAnalystPodcast7July2022
The mismatch between broadly bearish economic outlooks and positive hotel metrics continues, how does this impact those seeking finance? And will we see recession? Tour groups revive their business, and with a new CEO, TUI looks to build an asset light business with more own branded hotels. And as Radisson steps up its EMEA expansion, we ponder its owner Jin Jiang, which despite its size gives us little in the way of visibility of its strategy. Recorded on 6 July 2022
25 minutes | Jul 1, 2022
HotelAnalystPodcast1July2022
The living sector starts to deploy more smart technology, to improve utilisation and the yield from their properties. Staff shortages continue - and are demanding ever more creative solutions. And as Qatari investors buy a slice of Ennismore, what’s the right format to expand at pace?
24 minutes | Jun 29, 2022
HA Podcast special, with Taylor Wessing
How can investors make the most of the potential in operational real estate? Richard Bursby and Paul Leamy of Taylor Wessing discuss what the attraction is, and how the hotelisation of student accommodation, rental homes and other buildings with beds is providing opportunities. The pair will be part of the Operational Real Estate Festival, happening on 20 September 2022 in London - more details at www.op-re.com
27 minutes | Jun 22, 2022
HotelAnalystPodcast22Jun2022
Economy brands Premier Inn, Scandic, Motel One and Travelodge all report stronger than expected first quarter performance. Choice buys the American part of the Radisson business - what does that mean for the future? Plus fractional ownership remains a challenge - but hotel Reits may suit investors better
27 minutes | Jun 15, 2022
HotelAnalystPodcast15Jun2022
Are we heading for a recession - or are too many people simply trying to talk us into one? International businesses pull out of Russia - with Marriott taking a lead in the hotel sector. And how Africa continues to be an enigmatic opportunity for hotel brands.
27 minutes | Jun 9, 2022
HotelAnalystPodcast9Jun2022
Why investors are teaming up with hotel operators, in the search for solid returns; as travel opens up, the pundits upgrade growth estimates - but there are growing pains, too; and as Oyo stalls its IPO, how can the tech disruptors differentiate themselves?
34 minutes | Jun 2, 2022
HotelAnalystPodcast1June2022
Subscriptions look to be delivering for Soho House - with a longer waiting list despite raised prices - who else will jump to the subscription model? With more dry powder than ever, investors are challenged to look for decent returns, often from operational real estate. (Don't forget our Operational Real Estate Festival - https://op-re.com) And as more hotel groups get to grips with reducing carbon, how will progress be measured, and the process take all participants forward together?
25 minutes | May 31, 2022
HA Podcast Special - RAW Charging
Hotels are just becoming aware they can be part of the electric vehicle revolution, by installing EV chargers for either a quick top-up, or to allow guests an overnight refuel. While there are costs involved, there's also a revenue stream - and an opportunity to meet growing demand from guests for chargers, where they stay. Bruce Galliford of RAW Charging explains why it makes sense to look at installing EV chargers
27 minutes | May 26, 2022
HotelAnalystPodcast26May2022
Results from Airbnb suggest guests are booking and staying away longer - and it's not just the digital nomads. Investors are piling into other buildings in beds, in the residential sector, requiring hotel-like operations to support their assets. And is the glass half full or half empty? Reading the latest market information, and setting it against popular sentiment, to understand what the coming months will look like in hospitality.
35 minutes | May 19, 2022
HotelAnalystPodcast19May2022
Franchise operators Choice and Wyndham have a great first quarter - what to do with the profits? The OTAs Booking and Expedia appear to have rediscovered their mojos, but are their share prices too optimistic. And investors like the look of third party operators, as they expand their global reach.
28 minutes | May 13, 2022
HotelAnalystPodcast13May2022
Thoughts from the Berlin hotel conference, where economic worries took the shine off what has, so far, been a strong recovery. But the global majors are setting such worries aside, helped by the return of the US market to 2019 levels, or even better. The laggard is China, where frustrations over the Chinese government’s Covid-19 lockdown policy are becoming evident - and forcing Chinese hotel groups to keep cutting back. Will they sell up their European operations?
37 minutes | May 3, 2022
HotelAnalystPodcast3May2022
Retail landlords learn that operational real estate is the key approach to reviving shopping centres - an area we'll be covering at our www.op-re.com event in September. How Chinese partners are driving the growth of Western hotel brands - but will they have the capacity to carry on? And as we chew over the positive noises of hotel chief executives in Europe, was locking down really an effective way to treat the pandemic?
31 minutes | Apr 27, 2022
HotelAnalystPodcast27Apr2022
Co-living gets another shot as Asian giant Capitaland commits to massive growth for its Lyf brand. Israeli group Fattal kills off the Jurys Inn brand, as it plans a fresh growth spurt. And as GreenTree mulls going private, why are overseas investors falling out of love with Chinese hotel groups?
23 minutes | Apr 21, 2022
HotelAnalystPodcast21Apr2022
A refresh at Travelodge, as the UK's economy hotel players rev up for a strong 2022. Why KSL has its trotters in the trough over at Pig Hotels. And as Australia reopens, so its hotel sector is awakening, with deals in the offing - and a new third party manager.
28 minutes | Apr 6, 2022
HotelAnalystPodcast6Apr2022
As plenty look to buy European hotels, there are few signs of distress in investment pricing. Say goodbye to Covid, as much of the world - excluding China - heads back to normal. Plus, new funders including Topland and Cynergy come into the hotel market.
30 minutes | Apr 1, 2022
HotelAnalystPodcast1Apr2022
Chinese hotels are stuck in stop-start mode, due to the government's zero-covid policies. Calls for more action from international brands, to pull out of Russia. Plus those getting into operational real estate look forward to a bright future.
28 minutes | Mar 23, 2022
HotelAnalystPodcast23Mar2022
More thoughts on how the hotel sector is setting about its carbon reduction journey; why flex office providers are excited about the future - and are becoming increasingly hotel-like; and as Europe's serviced apartment sector booms, why have so few US extended stay brands crossed the pond?
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