Hotel Analyst
Hotel Analyst Podcast
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
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Episodes
HotelAnalystPodcast10Sept2019 10.09.2019 16:37
Why are hotel deals still on the rise, despite falling European hotel performance? How Dalata has carved out a successful path and is set for further growth; and what the merger of Aimbridge and Interstate could mean for hotel management
HotelAnalystPodcast3Sept2019 03.09.2019 15:39
Why Indian upstart Oyo has bought the Hooters casino hotel in Vegas; Q2 updates from Choice and Wyndham compared; and what the takeover of Greene King means for the brewer's accommodation portfolio
HotelAnalystPodcast13Aug2019 13.08.2019 20:38
We drill into the detail of Q2 results from Marriott and IHG, as their home US markets soften; plus what's happening next at easyHotel, as an opening bid is made
HotelAnalystPodcast6Aug2019 06.08.2019 18:21
Positive results from Accor - who will they buy next? Tougher times in the USA for Hilton; and an update on the OTA marketplace with numbers from Expedia
HotelAnalystPodcast30July2019 30.07.2019 13:21
What next for expanding hotel landlord #Pandox? Where next for Scandinavian operator #Scandic, as its new CEO promises to clear out non-performing properties? And the latest moves to increase the % of Europe's branded hotels - with honorable mention for franchise leader #Hilton
HotelAnalystPodcast23July2019 23.07.2019 21:44
Run-ins with regulators, as Airbnb wins approval, Marriott gets fined for its data breach, and resort fees are declared illegal; tough times for Frasers, as Hotel du Vin and Malmaison struggle in a tight F&B market; and Thomas Cook finds a saviour in Chinese investor Fosun
HotelAnalystPodcast16July2019 16.07.2019 15:39
As private members clubs grow, what can they teach hotels? Serviced apartments are outperforming hotel investments across Europe; and as casino groups merge, we muse on their business model - is it about gambling, or being a resort?
HotelAnalystPodcast9July2019 09.07.2019 14:45
What does the UK's tourism sector deal actually mean, and is it actually heading in the right direction? How Jin Jiang is starting to add a Chinese twist to acquisition Radisson; and how app Hopper is bringing AI to hotel room pricing - what will that mean for revenue managers?
HotelAnalystPodcast2July2019 02.07.2019 15:21
What next for Whitbread, as revpar starts to fall? A zombie falls, as Macdonald sells out; and why authorities need to fix housing, not just fiddle with rules around home sharing and Airbnb
HotelAnalystPodcast25June2019 25.06.2019 13:30
Featuring news of a new credit card from Marriott - too little too late?; complaints about pricing and OTAs; and more deals involving the debt instrument of the moment, ground rents
HotelAnalystPodcast18June2019 18.06.2019 12:43
Talking hotel alternatives, as BlackRock puts substantial fresh investment funds into the maturing hostel sector alongside Amistat; and as aparthotels gather pace, too. Plus a look at hotel investment in Europe, as Schroders buys more assets in Belgium
HotelAnalystPodcast11June2019 11.06.2019 17:40
This week featuring tourism taxes, and why they are often badly executed; how Iceland's growth was down to an overly cheap airline; and how Thomas Cook will fare, in the hands of new Chinese owners
HotelAnalystPodcast4June2019 04.06.2019 16:11
Why hotel yields appear to be shrinking, despite weaker performance; Tripadvisor disappoints - where next for the OTA? and in economy, Huazhu stretches its legs while B&B is up for sale
HotelAnalystPodcast29May2019 29.05.2019 20:11
Covering a Hotel Operations Conference roundup - why third party managers are eyeing luxury brands; how staff challenges are weighing on hotels. Plus, investment in Indian Hotels - and a few views on the Euro elections and Brexit.....
HotelAnalystPodcast21May2019 21.05.2019 16:10
This week, discussion of #Accor as it launches its coworking initiative Wojo at scale; owner manager hotels as M&C looks to stronger branding; and #Choice hotels decides now is the time to head into Europe
HotelAnalystPodcast14May2019 14.05.2019 18:31
All the Hs - as Hilton, Hyatt and Host share contrasting views on sharing; why IHG is looking East for growth; and what Expedia's new Vrbo is all about (and how to pronounce it)
HotelAnalystPodcast7May2019 07.05.2019 21:48
After piloting home rentals, #Marriott decides to take its offering global; underwhelming update from #Whitbread; and what's happening with room cancellations
HotelAnalystPodcast30Apr2019 30.04.2019 22:14
In which we discuss new research from Amadeus and IHG about what guests really want; the growth of the Global Hotel Alliance; and pipeline in Africa, land of opportunity, if only you can get over its unique challenges
HotelAnalystPodcast23Apr2019 23.04.2019 19:31
Marriott finally settles its new deal with Expedia; could more ground rent deals signal problems down the line for hotel assets? And an update on hotel markets in the Middle East
HotelAnalystPodcast9Apr2019 09.04.2019 18:24
What a €750m investment from Singapore will mean to CitizenM; why Ireland's hotel market still has room to grow, despite some fearing parts of the Irish property market are overheating; and what Google is up to, as it adds home rental search to its hotel listings
HotelAnalystPodcast2Apr2019 02.04.2019 19:07
A look at Oyo, as Airbnb confirms it is buying a stake in the Indian disruptor; Christie & Co and Motel One both report on likely upcoming pain in Germany; and Huazhu corners the economy sector in China, announcing plans to head upmarket
HotelAnalystPodcast27Mar2019 27.03.2019 20:39
A deep dive into Marriott. Comment on the company's security analyst meeting, at which Marriott revealed progress following the Starwood integration; a focus on quality over quantity; distribution and loyalty programme success; and many more interesting details
HotelAnalystPodcast19Mar2019 19.03.2019 19:02
Why investors are taking a stake in hotel asset managers - a share of the upside; Airbnb finally admits it is an OTA, and buys HotelTonight; and as more brands are launched, how we should see them as families
HotelAnalystPodcast12Mar2019 12.03.2019 20:52
Confidence misplaced? A review of the Berlin hotel conference, where industry leaders were bullish - despite looming economic clouds; Accor's loyalty revamp; SACO; and investors move into operations
HotelAnalystPodcast5Mar2019 05.03.2019 15:39
This week, Irish hotel group Dalata's structure and latest moves; why Booking.com's focusing on homestays, and why its share price dropped; and how Spanish groups Melia and NH are faring
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