Hotel Analyst Podcast

Memberships 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.

Ahead 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.

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Investors 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

Back 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

Serviced 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.

Hospitality 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

Consumers 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

Meetings 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.

In 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.

How 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?