Hotel Analyst Podcast

Private equity gets creative in hotel investment; China's substantial market recovery gives the rest of the world hope; and TUI chases digital growth, as it sells out of hotel ownership.

Private equity moves into a consolidating holiday park market; Oyo regroups; and investment activity starts to build. Plus, Anders Nissen remembered

Accor's decided to sponsor a SPAC - into which to put all its non-accommodation initiatives; Airbnb is still losing money - and short of hosts; and with fitness front of mind after the pandemic, is there an opportunity for hotels to join in the exercise?

Buoyant hotel brands thrive, while their landlords struggle - a fair relationship? While in Spain the pain continues, as NH and Melia hoist for sale signs at their hotels. And how ground leases make sense as a source of cash for hotel owners.

The rise of holiday rentals - and how hotels will fight back; why the big hotel brands are convinced there's a return to normalcy coming; and sorting out that massive rent arrears bill.

First quarter results from Scandic, Whitbread and Pandox are out - what do the CEOs think will happen next? The weight of money coming to real estate means operational investments are to the fore. And are we ready to return to travel with purpose?

Sonder, Soho House and Inspirato list in the US, with subscriptions a key part of business for two of them; consumer behaviour is changing after the pandemic - what are the impacts? And rental platforms chase after new hosts and new inventory

Jabbing and testing - our route to international travel? How budget brands Motel One and Travelodge have fared; and how hotels are harnessing technology for efficiency, and a better guest experience

Hotel values slip, but not by much, as sellers hold out for better times; why later living is attracting big investment; and the vaccine rollout promises a return to international travel

Chinese hoteliers Huazhu and Jin Jiang see domestic business largely coming back to 2019 levels; WeWork comes to market, looking to exploit a shift in office working styles; and travel's massive covid losses