HotelAnalystPodcast25June2020
Takeaways from the Real Estate Tomorrow conference: accelerating change; challenged investors; pressure to change fixed leases. Plus meetings start to come back, slowly

Takeaways from the Real Estate Tomorrow conference: accelerating change; challenged investors; pressure to change fixed leases. Plus meetings start to come back, slowly
Hotel companies are more in debt than during the financial crisis - does that matter? Will consumers choose clean hotels over homestays? and Scandinavian hotel groups shore up their capital structures
Travelodge battles with its landlords; why Best Western is enjoying a fantastic 2020; and what's in store for players in the flexible office market
Why adventurous investors like the look of self storage; Spain's hotels hope to be able to draw in foreign tourists, soon; and Neil Young applies his Get Living experience across hospitality
We're joined by ex head of Meininger, Navneet Bali, who shares views on the current situation, where the opportunities lie, and tells us what he's planning next in the blended accommodation space, with new brand LyvInn
Are deep-pocketed investors right to be excited about coming opportunities in the hotel sector? How will brand standards change in a post-covid world? And tenants wrestle with landlords over rents
Maria Puetz-Willems of HospitalityInside and Jeff Weinstein from Hotelsmag once again give an international perspective on how covid-19 is battering the hospitality industry globally
Why hotel group Pandox is in good shape to ride out the crisis; why REITs are struggling; and the troubles of Signature Living - another fractional ownership structure
With guest Tom Page of CMS, we discuss cleanliness, as hotels come up with new hygiene regimes; discussions and punch-ups between landlords and hotel operators; and how domestic business will lead the recovery
Hotel deals are still completing, but will the pipeline dry up? How will operational real estate businesses such as serviced offices fare post covid-19? And who will win the battle of the OTAs?
Joined by guest Andrew Harrington of AHV Associates, we discuss takeaways from the "Hospitality Tomorrow" virtual conference; views on the shape of hospitality's recovery; and which hotel brands will emerge in good shape
When and how will the upturn come? When will private equity investors make a play for hotel industry assets? And how bad is the outlook for Spain and other Mediterranean destinations?
A special this week, as Maria Puetz-Willems of HospitalityInside and Jeff Weinstein from Hotelsmag contribute their thoughts on how hospitality is being impacted by covid-19 - and how it will respond
How long will covid-19 impact hospitality? What the brands and large hotel companies are doing in response; why now is a good time to break some of the old rules; and how blended living could make for better living in future
How long will coronavirus hit the hospitality industry? And will government support really keep the sector afloat? And the threat of the sharing economy fades, as Airbnb struggles to maintain momentum
2019 was a Goldilocks year for Europe's hotels - but now coronavirus and the angry bears are in the house; more new brands - but do they mean anything? And alternatives - hostels, serviced apartments - continue to expand and attract mainstream capital
Our takeaways from results season; why Morocco's hotel investment opportunities just got interesting; and how student accommodation is attracting ever more capital
Results from Hilton and Scandic; coronavirus and politics hinder hospitality; and Hamilton merges with Pyramid
London's flexible office market is buzzing with M&A and new launches - and learning from hotels; Laura Ashley links with Preferred for international growth; Safestay stakes out its space in the hostel market
How do superbudget brands easyHotel and OYO compare? Why hoteliers are joining private rented operators; and what Accor stands to win, from creating a new digital platform with Sabre
Whitbread decides to cull its smaller UK Premier Inns, as efficiency is the name of the game; microliving developments grow and claim their first hotel property; and Christie's outlook for 2020 - hotels continue to deliver investment value
How do new brands gain traction? Rogue City, and Hilton's Tempo discussed; how third party managers are growing internationally; and online regulators trip up the big brands, as well as the OTAs
A plethora of turn of the year deals - what's driving the volume? Why senior living could challenge hoteliers for the best talent; and India's promise of good things to come.....
What next for Expedia, as OTAs face challenging times; investment opportunities in residential alternatives; and how Accor has become asset light - time for that last, BIG, hotel merger?
In which we discuss the German hotel market, as Radisson goes all-in; cash burned as the disruptors try to build traction; and serviced apartments up their game to attract investors
AJ Capital Partners grab two trophy hotels from Macdonald - what next for the mid-market brand? Airbnb goes legit with Olympic sponsorship, but are costs getting out of hand? and mainland European opportunities in student housing
Spanish investor Millenium ups the pace as it spots hotel investment opportunities; Japan gets ready for the Olympics, but remains a tough hotel market for outsiders; and co-living becomes an increasingly significant global phenomenon
Fast growing Chinese hotel group Huazhu spends €700m buying Deutsche Hospitality - what next? A defining moment for OTAS? And Spanish groups NH and Melia plough diverging furrows
Radisson shows strength, as US markets falter - and Marriott pins hopes on Bonvoy; why Sykes has attracted new private equity backing - but are home rental businesses overvalued? And thoughts from the Deloitte hotel conference, year on year
Hilton looks on the bright side as the cycle turns; why an overnight stay at the pub is proving popular; and why the serviced apartment sector is performing so well