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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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Episodes

HotelAnalystPodcast29Oct2019

We're talking loyalty programmes, and how they are driving Marriott and IHG to do new deals; why serious investment is heading into co-living; and a look at the Chinese market, Huazhu's growth and the future for Hong Kong

Oct 29, 201917 min

HotelAnalystPodcast22Oct2019

Alternative accommodation feels the heat from regulators - as Andrew has a Japanese wake-up call; travel faces sustainability scrutiny; and Accor's solid quarter

Oct 22, 201924 min

HotelAnalystPodcast15Oct2019

Takeaways from the UK's Annual Hotel Conference; upcoming brands in the accommmodation marketplace as Oyo grabs more funding; and who will buy Center Parcs?

Oct 15, 201918 min

HotelAnalystPodcast8Oct2019

Industry conferences are a great opportunity to catch the mood - we reflect on three recent such events, including our own Hotel Distribution Event; Hot.E; and Christie's update on the French market. Plus, why AXA bought 11 hotels from Principal for €545m

Oct 08, 201917 min

HotelAnalystPodcast1Oct2019

Now Airbnb says it will IPO - how likely is it to make the grade? Hoteliers count the cost of the loss of Thomas Cook; and why asking accountants how to tax Scottish tourists is a bad idea

Oct 01, 201922 min

HotelAnalystPodcast24Sept2019

As WeWork pulls its IPO, where are the opportunities for hotels to get into coworking? Brands vs OTAs - has a truce broken out? And dual branded, or double decker hotels start to make their mark across Europe

Sep 24, 201917 min

HotelAnalystPodcast17Sept2019

How UK listed hotel group PPHE is shining in the busy London market, and looking for opportunities to expand elsewhere; what planners can do to limit the nuisance of short term lets under platforms such as Airbnb, in urban centres - with authorities in Bath testing the law; and as Travelodge battles Brexit challenges, where next for the squeezed middle market hotel chains?

Sep 17, 201921 min

HotelAnalystPodcast10Sept2019

Why are hotel deals still on the rise, despite falling European hotel performance? How Dalata has carved out a successful path and is set for further growth; and what the merger of Aimbridge and Interstate could mean for hotel management

Sep 10, 201917 min

HotelAnalystPodcast3Sept2019

Why Indian upstart Oyo has bought the Hooters casino hotel in Vegas; Q2 updates from Choice and Wyndham compared; and what the takeover of Greene King means for the brewer's accommodation portfolio

Sep 03, 201916 min

HotelAnalystPodcast13Aug2019

We drill into the detail of Q2 results from Marriott and IHG, as their home US markets soften; plus what's happening next at easyHotel, as an opening bid is made

Aug 13, 201921 min

HotelAnalystPodcast6Aug2019

Positive results from Accor - who will they buy next? Tougher times in the USA for Hilton; and an update on the OTA marketplace with numbers from Expedia

Aug 06, 201918 min

HotelAnalystPodcast30July2019

What next for expanding hotel landlord #Pandox? Where next for Scandinavian operator #Scandic, as its new CEO promises to clear out non-performing properties? And the latest moves to increase the % of Europe's branded hotels - with honorable mention for franchise leader #Hilton

Jul 30, 201913 min

HotelAnalystPodcast23July2019

Run-ins with regulators, as Airbnb wins approval, Marriott gets fined for its data breach, and resort fees are declared illegal; tough times for Frasers, as Hotel du Vin and Malmaison struggle in a tight F&B market; and Thomas Cook finds a saviour in Chinese investor Fosun

Jul 23, 201922 min

HotelAnalystPodcast16July2019

As private members clubs grow, what can they teach hotels? Serviced apartments are outperforming hotel investments across Europe; and as casino groups merge, we muse on their business model - is it about gambling, or being a resort?

Jul 16, 201916 min

HotelAnalystPodcast9July2019

What does the UK's tourism sector deal actually mean, and is it actually heading in the right direction? How Jin Jiang is starting to add a Chinese twist to acquisition Radisson; and how app Hopper is bringing AI to hotel room pricing - what will that mean for revenue managers?

Jul 09, 201915 min

HotelAnalystPodcast2July2019

What next for Whitbread, as revpar starts to fall? A zombie falls, as Macdonald sells out; and why authorities need to fix housing, not just fiddle with rules around home sharing and Airbnb

Jul 02, 201915 min

HotelAnalystPodcast25June2019

Featuring news of a new credit card from Marriott - too little too late?; complaints about pricing and OTAs; and more deals involving the debt instrument of the moment, ground rents

Jun 25, 201914 min

HotelAnalystPodcast18June2019

Talking hotel alternatives, as BlackRock puts substantial fresh investment funds into the maturing hostel sector alongside Amistat; and as aparthotels gather pace, too. Plus a look at hotel investment in Europe, as Schroders buys more assets in Belgium

Jun 18, 201913 min

HotelAnalystPodcast11June2019

This week featuring tourism taxes, and why they are often badly executed; how Iceland's growth was down to an overly cheap airline; and how Thomas Cook will fare, in the hands of new Chinese owners

Jun 11, 201918 min

HotelAnalystPodcast4June2019

Why hotel yields appear to be shrinking, despite weaker performance; Tripadvisor disappoints - where next for the OTA? and in economy, Huazhu stretches its legs while B&B is up for sale

Jun 04, 201916 min

HotelAnalystPodcast29May2019

Covering a Hotel Operations Conference roundup - why third party managers are eyeing luxury brands; how staff challenges are weighing on hotels. Plus, investment in Indian Hotels - and a few views on the Euro elections and Brexit.....

May 29, 201920 min

HotelAnalystPodcast21May2019

This week, discussion of #Accor as it launches its coworking initiative Wojo at scale; owner manager hotels as M&C looks to stronger branding; and #Choice hotels decides now is the time to head into Europe

May 21, 201916 min

HotelAnalystPodcast14May2019

All the Hs - as Hilton, Hyatt and Host share contrasting views on sharing; why IHG is looking East for growth; and what Expedia's new Vrbo is all about (and how to pronounce it)

May 14, 201919 min

HotelAnalystPodcast7May2019

After piloting home rentals, #Marriott decides to take its offering global; underwhelming update from #Whitbread; and what's happening with room cancellations

May 07, 201922 min

HotelAnalystPodcast30Apr2019

In which we discuss new research from Amadeus and IHG about what guests really want; the growth of the Global Hotel Alliance; and pipeline in Africa, land of opportunity, if only you can get over its unique challenges

Apr 30, 201922 min

HotelAnalystPodcast23Apr2019

Marriott finally settles its new deal with Expedia; could more ground rent deals signal problems down the line for hotel assets? And an update on hotel markets in the Middle East

Apr 23, 201920 min

HotelAnalystPodcast9Apr2019

What a €750m investment from Singapore will mean to CitizenM; why Ireland's hotel market still has room to grow, despite some fearing parts of the Irish property market are overheating; and what Google is up to, as it adds home rental search to its hotel listings

Apr 09, 201918 min

HotelAnalystPodcast2Apr2019

A look at Oyo, as Airbnb confirms it is buying a stake in the Indian disruptor; Christie & Co and Motel One both report on likely upcoming pain in Germany; and Huazhu corners the economy sector in China, announcing plans to head upmarket

Apr 02, 201919 min

HotelAnalystPodcast27Mar2019

A deep dive into Marriott. Comment on the company's security analyst meeting, at which Marriott revealed progress following the Starwood integration; a focus on quality over quantity; distribution and loyalty programme success; and many more interesting details

Mar 27, 201921 min

HotelAnalystPodcast19Mar2019

Why investors are taking a stake in hotel asset managers - a share of the upside; Airbnb finally admits it is an OTA, and buys HotelTonight; and as more brands are launched, how we should see them as families

Mar 19, 201919 min
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