Hotel Analyst Podcast
247 episodes - English - Latest episode: 3 days ago - ★★★★★ - 1 ratingWeekly 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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Episodes
HOFTELHApodcast16Feb2023
February 16, 2023 09:51 - 25 minutes - 23 MBA chat with Simon Allison of HOFTEL, ahead of the Gulf & Indian Ocean Hotel Investors' Summit 2023. Why has Dubai performed so strongly, where are new hotels in the region popping up?
HotelAnalystPodcast10Feb2023
February 10, 2023 16:07 - 30 minutes - 27.5 MBWhat's likely to happen over the next few months, as investors with cash wonder how best to deploy it, or whether to sit on it, and those with borrowings wonder how to approach refinancing. Against a gloomy outlook, hotel businesses continue to deliver cash - and it can't be long before private equity is active in the sector once more. And third party managers rev up to sign up more branded hotels, as owners wake up to the value within their assets - and the brand groups prefer franchises.
HotelAnalystPodcast3Feb2023
February 03, 2023 16:10 - 30 minutes - 27.6 MBNew brands - Spark from Hilton and Handwritten Collection from Accor - but who are they actually for? We mull over the leading hostel brands, and wonder who will buy into this successful niche over the coming year. And thoughts from a recent HOFTEL hotel owners conference in Madrid, dogged by economic uncertainty.
HotelAnalystPodcast28Jan2023
January 28, 2023 13:26 - 25 minutes - 23.7 MB2022 saw hotel deal volumes drop almost a third in the UK - what’s the outlook for 2023? As several UK hotels are hired by the National Health Service to speed up hospital patient discharges, what about the opportunity more broadly of health tourism? And thoughts from Christie’s review of the market, how pricing might shift when and distressed opportunities may appear.
HotelAnalystPodcast21Jan2023
January 21, 2023 09:39 - 25 minutes - 23.7 MBChina opens up for travel once more - are we back to post-pandemic normality, finally? The UK’s student housing market looks to be maturing, and it’s a hotel investor who’s jumping in. And alternative accommodation providers embrace regulation, as they argue they’re not creating a housing shortage.
HotelAnalystPodcast30Dec2022
December 30, 2022 18:07 - 27 minutes - 25 MBHotel owners and investors are starting to focus more on the green credentials of their properties, and their targets - and there’s more pushback, too on regulation. More tax and regulation for the UK hospitality sector - but it’s not all bad. And we’re seeing major landlords shifting their approach to tenants, as French giant Covivio takes learnings from its substantial hotel portfolio, and create a fresh approach to its flexible workspace offering.
HotelAnalystPodcast24Dec2022
December 24, 2022 08:12 - 27 minutes - 24.9 MBThe curious conundrum of new investors coming into the market, as established players halt further investment. Chains of pubs with rooms are growing, backed by private equity - but are they really a challenge to hotels? And what's actually changed, long term, after the pandemic?
HotelAnalystPodcast12Dec2022
December 12, 2022 08:10 - 23 minutes - 21.6 MBMemberships and subscriptions look like a great revenue stream, but how do you ensure they're profitable? As Hoxton extends its brand into ski chalets, and Ritz-Carlton's cruise yacht launches, what is a brand? And Hyatt adds another lifestyle brand group.
HotelAnalystPodcast7Dec 2022
December 07, 2022 12:33 - 23 minutes - 21.3 MBAhead of Hoftel's Atlantic Ocean Hotel Investors' Summit in January, Simon Allison of Hoftel discusses hot topics for discussion, including the impact of inflation, who is really picking up on ESG issues, and how brand mergers are impacting owners and operators. https://aohis.co
HotelAnalystPodcast1Dec2022
December 01, 2022 08:56 - 29 minutes - 27.2 MBInvestors are wrestling with a rapidly changing cost and interest rate environment, but deals are still getting done. In Spain, IHG’s deal with Iberostar is a smart way to get into a tightly held marketplace. We debate the industry’s ongoing challenge in attracting staff, and some thoughts from world cup returnee Andrew, on Qatar. recorded 30 Nov 2022
HotelAnalystPodcast21Nov2022
November 21, 2022 07:24 - 26 minutes - 23.9 MBBack to normal for the major hotel groups and the OTAs, as strong Q3 results show most are now trading ahead of pre-pandemic levels. What to do with all that cash. But why are some share prices languishing? And an update after two London investment conferences where confidence in the future was high. Recorded 19 Nov 2022
HotelAnalystPodcast14Nov2022
November 14, 2022 19:14 - 23 minutes - 21.2 MBServiced apartment operators are going from strength to strength - and new entrants are finding space to launch, too. Whitbread has set a new UK growth target, as it takes advantage of "mom & pop" operators dropping from the accommodation market. Plus the big guns like the look of the resort market, as leisure and business trips blend out of the pandemic.
HotelAnalystPodcast3Nov2022
November 04, 2022 09:51 - 33 minutes - 30.3 MBHospitality tackles green issues - but is still struggling at large with measuring its progress. Hyatt's new deal with Lindner, following Wyndham's Vienna House deal, really changes the German brand landscape. And investors are increasingly blending accommodation types, with student specialist Unite getting into BTR. recorded 3 Nov 2022
HotelAnalystPodcast15Oct2022
October 15, 2022 08:54 - 26 minutes - 23.9 MBConsumers remain keen to travel and stay away, at the same time as confidence being reported at all-time lows. And although financing costs are rising, deals are getting done, and investors are eyeing further substantial commitments into the European hotel sector. And third party operators regroup and prepare to grow as European hotel owners, and the brand groups, look for better performance. Recorded 14 October 2022
HotelAnalystPodcast12Oct2022
October 12, 2022 06:00 - 29 minutes - 27.1 MBMeetings and events are back, as we consign Zoom to occasional use. Regional authorities look to slap tourist taxes on arrivals - rarely a great idea. And more Asian countries reopen for international travel - great news for hotels there. But China still remains closed….and the air travel industry is struggling.
HotelAnalystPodcast28Sept2022
September 28, 2022 08:25 - 28 minutes - 26.4 MBIn conversation with Joe Stather of Questex, talking operational real estate and how other sectors are learning from hotels. Reflecting on Hotel Analyst's OpRE event, as well as looking forward to the upcoming Annual Hotel Conference.
HotelAnalystPodcastSpecial-inflation
September 22, 2022 08:28 - 21 minutes - 20 MBHow can hoteliers best react to a world of rising input costs? A conversation with Andrew Parsons of Pelican Procurement Services talking ideas of how to contain costs for everything from milk and butter, to vegetables and energy. In such volatile times, what can a specialist bring to the table?
HotelAnalystPodcast20Sept2022
September 20, 2022 06:28 - 32 minutes - 29.9 MBHotels have stood shoulder to shoulder, pushing room rates to help recover performance - but will they be able to do so as the economy tightens? A European Commission report shines a light on how the hotel-OTA relationship has developed. Plus, as the sector continues to face staffing challenges, the enterprising work out how to look after their people better. Recorded 19 Sept 2022
HotelAnalystPodcast13Sept2022
September 13, 2022 06:12 - 24 minutes - 22.9 MBThe big hotel groups get back to signing more brands, growing their portfolios with growing flags including Emblems and Delta. Online travel platforms angle jostle for the best of the market - long stay, short stay, or both? And as Huazhu renames itself once more and reveals a move upmarket in China, where’s the sense in keeping its European arm, Deutsche Hospitality?
HotelAnalystPodcast6Sept2022
September 06, 2022 10:54 - 32 minutes - 29.5 MBWhat’s happening with the return to the office after the pandemic? And how will this affect corporate hotel demand? Deal volume is building across Europe’s hotel markets once more - but wobbles remain around debt costs. And how ground rents are faring, in uncharted economic times. Recorded 5 Sept 2022
HotelAnalystPodcast31Aug2022
September 01, 2022 06:00 - 22 minutes - 21 MBServiced offices learn from hotels as they expand by franchising - but WeWork has still yet to turn a profit. In serviced apartments, Sonder has also realised the need for profit. And in Asia, Indian Hotels has just delivered its best quarter ever, as Puneet Chhatwal delivers. Recorded 30 Aug 2022
HotelAnalystPodcast23Aug2022
August 23, 2022 07:39 - 27 minutes - 25.6 MBLuxury and leisure are the winners for Hyatt and IHG; it’s another staycation summer for many; and as Azora buys its first Greek hotel, the country offers opportunities for the big hotel brands
HotelAnalystPodcast11August2022
August 11, 2022 12:01 - 33 minutes - 30.6 MBThe 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
HotelAnalystPodcast4Aug2022
August 04, 2022 07:55 - 27 minutes - 24.9 MBResults 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
HotelAnalystPodcast12July2022
July 13, 2022 06:07 - 26 minutes - 24.4 MBThird 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
HotelAnalystPodcast7July2022
July 07, 2022 07:53 - 31 minutes - 28.5 MBThe 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
HotelAnalystPodcast1July2022
July 01, 2022 11:16 - 25 minutes - 23.3 MBThe 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?
HA Podcast special, with Taylor Wessing
June 29, 2022 10:08 - 24 minutes - 22.3 MBHow 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
HotelAnalystPodcast22Jun2022
June 22, 2022 15:59 - 26 minutes - 24.6 MBEconomy 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
HotelAnalystPodcast15Jun2022
June 15, 2022 11:49 - 26 minutes - 24.4 MBAre 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.
HotelAnalystPodcast9Jun2022
June 09, 2022 08:53 - 27 minutes - 24.9 MBWhy 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?
HotelAnalystPodcast1June2022
June 02, 2022 07:28 - 33 minutes - 30.7 MBSubscriptions 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?
HA Podcast Special - RAW Charging
May 31, 2022 09:06 - 24 minutes - 22.7 MBHotels 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
HotelAnalystPodcast26May2022
May 26, 2022 14:56 - 27 minutes - 25.1 MBResults 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.
HotelAnalystPodcast19May2022
May 19, 2022 08:18 - 34 minutes - 32 MBFranchise 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.
HotelAnalystPodcast13May2022
May 13, 2022 12:35 - 27 minutes - 25.5 MBThoughts 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?
HotelAnalystPodcast3May2022
May 03, 2022 13:14 - 37 minutes - 34.2 MBRetail 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?
HotelAnalystPodcast27Apr2022
April 27, 2022 19:09 - 30 minutes - 28.3 MBCo-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?
HotelAnalystPodcast21Apr2022
April 21, 2022 18:28 - 23 minutes - 21.2 MBA 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.
HotelAnalystPodcast6Apr2022
April 06, 2022 15:51 - 27 minutes - 25.3 MBAs 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.
HotelAnalystPodcast1Apr2022
April 01, 2022 10:43 - 29 minutes - 27.5 MBChinese 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.
HotelAnalystPodcast23Mar2022
March 23, 2022 12:02 - 28 minutes - 25.8 MBMore 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?
HotelAnalystPodcast16Mar2022
March 16, 2022 09:40 - 28 minutes - 25.8 MBHybrid accommodation gets a boost as new brand LyvInn launches - taking over former Meininger premises in Frankfurt. Students are back on campus - and investors are equally keen to buy into student accommodation. Plus we talk through Hotstats' review of 2021 - and what comes next.
HotelAnalystPodcast9Mar2022
March 09, 2022 14:44 - 26 minutes - 24 MBA Ukraine war special, as we take an in-depth look at the humanitarian and economic impacts - plus some of the supportive acts as hospitality once again comes together to support those facing hardship
HotelAnalystPodcast3Mar2022
March 03, 2022 08:48 - 29 minutes - 26.6 MBHotels get to the carbon reduction challenge; franchise giants Wyndham and Choice power on with the pandemic in the rear view mirror; and CEOs at Accor and IHG ponder the return of business travel - pessimists or realists?
HotelAnalystPodcast25Feb2022
February 25, 2022 14:28 - 25 minutes - 23.2 MBResults season - so how are listed companies around the hotel space faring? Hyatt is leading Hilton and Marriott in the race for growth, while CEOs were optimistic about the return of business travellers. Hotel owners Pandox, Host and Park see contrasting fortunes - largely defined by whether their hotels favour leisure travellers, or big business events and conferences. And Airbnb says it wants to sign lots more amateur hosts - but will it ever repay investors in its stratospheric valuation?
HotelAnalystPodcast7Feb2022
February 07, 2022 15:53 - 27 minutes - 25 MBCorporates insist their staff will never travel to the same extent as they did pre-pandemic - but do we believe them? The allure of branded residences, as Marriott and Four Seasons build more stand-alones; and where are we with rent arrears?
HotelAnalystPodcast2Feb2022
February 02, 2022 12:24 - 23 minutes - 21.9 MBLike a frog slowly coming to the boil in a pot, the hospitality sector has finally realised it has a problem - and it's time to look after its people better. Hotel brands and collection affiliations win, with more signups as brands outperform OTAs. And we're surely seeing a travel recovery as 2022 unfolds.
HotelAnalystPodcast27Jan2022
January 27, 2022 07:26 - 26 minutes - 24.5 MBReal estate remains a major attraction for international investors - with no end of competition for hotels. Asia Pacific slowly recovers from the pandemic. Plus optimism in Spain that 2022 will see a busy summer.
HotelAnalystPodcast19Jan2022
January 19, 2022 13:14 - 27 minutes - 25 MBThere are few takers for retail space right now, and so we’re seeing a rise in conversions to hotels - but it’s not as easy as it might look. Secure Income Reit and Merlin come to an unusual lease extension agreement. And TUI is looking for well-backed partners to help them bulk up their hotel portfolio.