Hotel Analyst Podcast

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

Serviced apartments remain in vogue, with the big hotel brands adding extended stay brand extensions; funds gather ££££ - but are struggling to find cheap hotels to buy; plus Dubai and Saudi Arabia look to do battle for tourism visitors. And a rant about the return of business travel - of course it will come back, and stronger than before!

Google's offering free hotel website links, as it looks to reclaim online ad revenues. More than £1bn of UK hotels are up for grabs - but there's precious little cheap debt to buy them with. And student accommodation providers shake off a bad year, confident of demand returning.

Carbon reduction, green bonds and energy saving: distress in Germany forces Invesco to reorganise; why Rosewood is listing in the US - and why don't more hotel businesses go public?

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

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?

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

A frustrated Pandox waits to restart operations; understanding the dark/ghost/lean kitchen revolution; and home rentals face further regulation

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

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

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

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

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

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

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?

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

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

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

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?

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

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