HotelAnalystPodcast11Mar2021
A new report encourages investment in operational real estate (ahead of our www.op-re.com event in June); contrarians Dalata and PPHE prepare to restart business; and investors keep buying hotels
Mar 11, 2021•29 min
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
Last refreshed: ⓘ
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episodes
HotelAnalystPodcast4Mar2021
The UK has a roadmap to get hotels reopened once more; why we're short on Airbnb and Booking; and who from the European hotel groups will see M&A activity?
Mar 04, 2021•30 min
HotelAnalystPodcast24Feb2021
Results season - we pick the winners and losers from the year of pandemic. Up for discussion are Wyndham and Choice; Marriott and Hilton; and Hyatt and Scandic
Feb 24, 2021•27 min
HotelAnalystPodcast17Feb2021
A frustrated Pandox waits to restart operations; understanding the dark/ghost/lean kitchen revolution; and home rentals face further regulation
Feb 17, 2021•26 min
HotelAnalystPodcast10Feb2021
Flex office providers suffer short term, but look to a positive future, as the world of offices reshapes - will hotels have a place in the mix? Spain's audacious transformation plan, if only they can tap into EU funds; and AccorInvest sells up in Africa
Feb 10, 2021•26 min
HotelAnalystPodcast3Feb2021
Thoughts on international travel recovery; Huazhu delivers an update ahead of expectations as the Chinese market rebounds; and as funds pour into real estate, how buildings with beds will feature ever larger for investors
Feb 03, 2021•26 min
HotelAnalystPodcast28Jan2021
Serviced apartment operator Room2 inks a significant investment deal; UK hospitality looks at all avenues to rescue cashflow; and PE investor ActivumSG likes the look of hotels so much, it buys an operating company - Odyssey
Jan 28, 2021•29 min
HotelAnalystPodcast21Jan2021
Positive trading update from Whitbread; how UNCLE is transforming the private rented sector in the UK; and the tough few months independent hotels are facing as they come out of lockdowns
Jan 21, 2021•27 min
HotelAnalystPodcast13Jan2021
Brands pick up hotels in Spain as owners look for better returns; who's ready to take over who in 2021? and the hotel group that had a great 2020 - fast-growing Sonesta
Jan 13, 2021•25 min
HotelAnalystPodcast7Jan2021
An editorial summit as Andrew Sangster and Maria Puetz-Willems of HospitalityInside chew over covid lockdowns, Brexit, and the outlook for the hospitality sector across Europe in 2021
Jan 07, 2021•36 min
HotelAnalystPodcast23Dec2020
Reflections on 2020, what to look forward to in 2021 - an update from Dalata; Expedia's hopes for technology; and what will drive loyalty as travel comes back?
Dec 23, 2020•27 min
HotelAnalystPodcast16Dec2020
Hotel groups up the homestay ante, as Airbnb lists; tour groups ready for a better 2021; and London retains its long term attraction for hotel brands
Dec 16, 2020•27 min
HotelAnalystPodcast9Dec2020
Reasons to be cheerful, and plan for a confident rebound for hotels? Most Travelodge landlords stay, but more than a dozen so far have opted to rebrand; and councils need to get sensible, and invest in hotels - rather than random office blocks
Dec 09, 2020•24 min
HotelAnalystPodcast2Dec2020
In discussion with hotelier Surinder Arora, who's had an extremely tough 2020, and banker Mo Sondhi of OakNorth Bank, as they navigate their way through tough times and look ahead
Dec 02, 2020•21 min
HotelAnalystPodcast26Nov2020
Airbnb finally lists - worth a punt? Collection brands have a banner year, but are they the answer for independents? And what shape will the recovery graph be?
Nov 25, 2020•24 min
HotelAnalystPodcast19Nov2020
Scandic is the latest hotel group to call for renegotiation of leases; more pain in Spain for NH, Melia; and listed REITs count the cost of rent shortfalls and lower valuations
Nov 19, 2020•20 min
HotelAnalystPodcast11Nov2020
Bullish thoughts as a vaccine is revealed! Results from the big brands, PwC reports on the UK market outlook, and opportunities for the upturn, as hotel landlords strip out costs
Nov 11, 2020•24 min
HotelAnalystPodcast5Nov2020
Results season - numbers from Whitbread, as they acquire 15 more hotels in Germany, Pandox, Accor, IHG; and is slumbering giant Jin Jiang finally going to tidy up its many European acquisitions?
Nov 05, 2020•24 min
HotelAnalystPodcast21Oct2020
Hotels embrace daily room rentals as WFH becomes working from hotel; plans to get travel moving again; stats on staycations; and five stars to the new IPSX stock exchange
Oct 21, 2020•25 min
HotelAnalystPodcast14Oct2020
Sustainability - is the hotel industry, finally, going to get to it in a meaningful way? Tough times for hostel operators including @safestay and @a&o; and as deal flow in the UK hotel market recovers, are buyers playing the long game - or simply deluded?
Oct 14, 2020•22 min
HotelAnalystPodcast9Oct2020
Contracts under pressure mean brands change hands; time to build back better; operational real estate gains more followers; and the good and bad about Huazhu
Oct 09, 2020•20 min
HotelAnalystPodcast1Oct2020
This week featuring a deep dive into the extended stay market, with special guest Stephen McCall, CEO of Edyn
Oct 01, 2020•31 min
HotelAnalystPodcast22Sept2020
Corporate culls - short term gain, long term....? Airbnb enjoys a summer boost; and why wellness is the next trend hoteliers need to understand.
Sep 23, 2020•22 min
HotelAnalystPodcast16Sept2020
Investors hold back as covid-19 uncertainty pervades; what next in the OTA space? and how more effective cleaning could also become more efficient
Sep 16, 2020•18 min
HotelAnalystPodcast9Sept2020
Dalata sticks to fixed leases; big brands let parts of their portfolios slip away - why? and the third party managers look forward to growth
Sep 09, 2020•15 min
HotelAnalystPodcast21Aug2020
From recent quarterly results, we tease out: big picture predictions about commercial property; the latest merger rumour features IHG and Accor, how could that work? and how markets around the globe are recovering
Aug 21, 2020•21 min
HotelAnalystPodcast7Aug2020
UK regions enjoy a staycation boom; what's happening in student accommodation; and Spanish hotel groups hope the worst is over
Aug 07, 2020•24 min
HotelAnalystPodcast30July2020
Suitors line up to tempt Travelodge landlords - how many will jump? Pandox and Scandic show how the lockdown has hit tenants more than landlords; and a review of the latest surveys - when will travel return to normal?
Jul 30, 2020•27 min
HotelAnalystPodcast9July2020
Hospitality boosted by UK chancellor's giveaway; Huazhu's recovery experience in China; why some investors are shifting from hotels; and farewell to Room Key, and to HomeAway
Jul 09, 2020•21 min
HotelAnalystPodcast1July2020
Travelodge landlords declare a truce - but is it all back to normal? Roompot deal proves holiday parks are an investor hotspot; and how The Ascott is staying ahead in serviced apartments
Jul 01, 2020•24 min
For the best experience, listen in Metacast app for iOS or Android