Hotel Analyst Podcast

Differing views from the Berlin conference, as Chris Nassetta and Sebastien Bazin disagree on how travel will come back; how hotels need to act to handle cancellations; and what Europe's booming hotel pipeline will deliver.

Resort operators and tour operators Fosun, TUI and Jet2 welcome - finally - the return of punters seeking sand, sun - and, in the case of Fosun's Club Med, snow too. Co-living recovers, and investors are looking to extract a yield arbitrage; and India's major hotel companies eye opportunities and corporate splits, as the pandemic panic in the country wanes.

Airbnb results show a strong snap back in accommodation demand - but not at the expense of hotels, it seems. Hyatt’s takeover of resort group Apple shows the strength of leisure and resorts, and adds further momentum to Hyatt’s rising stock. And student accommodation providers bounce back as students book to return to campus. Investors are flocking around.

InterContinental teases its new collection brand, while culling its Holiday Inn and Crowne Plaza portfolio; the pain in Spain eases, as holidaymakers from northern Europe are finally allowed to travel; and how investor KSL is tilting towards extended stay.

Second quarter results reveal how the recovery is going; how and when business travel will come back; pandemic winners Choice and Hyatt; and where European hotel groups are right now.

Challenger banks ensure debt finance is ready to support hotel projects; how alternatives such as serviced apartments and villa rentals are picking up new consumers; and why investors are still moving into student accommodation.

Deal momentum builds in the UK hotels market; after a tough pandemic, hostels are ready to bounce back - and are the big hotel groups poised to take an interest? Plus, finally, face to face meetings are on their way back into corporate diaries.

Roompot takes over Landal to create a European holiday park giant, as private equity investors buy into growth. Job cuts, and staff shortages? How hospitality is recalibrating its staffing resource. And as Spain's hotel market bookings rise towards 2019 levels, investors miss out on bargains.

News from Premier Inn and Scandic that show hotel occupancy graphs are pointing in a positive direction, across European markets; OTAs try to get respectable - but bad news is never far away; and Middle Eastern mergers as the emirates look to build their tourism offer

Frustration in England, as the UK government stalls on its roadmap out of covid restrictions; third party operators look for new business; how will a tempered return to work affect hotels? And differing views of the way ahead in the hotel sector.