Hotel Analyst Podcast

Results season - numbers from Whitbread, as they acquire 15 more hotels in Germany, Pandox, Accor, IHG; and is slumbering giant Jin Jiang finally going to tidy up its many European acquisitions?

Hotels embrace daily room rentals as WFH becomes working from hotel; plans to get travel moving again; stats on staycations; and five stars to the new IPSX stock exchange

Sustainability - is the hotel industry, finally, going to get to it in a meaningful way? Tough times for hostel operators including @safestay and @a&o; and as deal flow in the UK hotel market recovers, are buyers playing the long game - or simply deluded?

Contracts under pressure mean brands change hands; time to build back better; operational real estate gains more followers; and the good and bad about Huazhu

This week featuring a deep dive into the extended stay market, with special guest Stephen McCall, CEO of Edyn

Corporate culls - short term gain, long term....? Airbnb enjoys a summer boost; and why wellness is the next trend hoteliers need to understand.

Investors hold back as covid-19 uncertainty pervades; what next in the OTA space? and how more effective cleaning could also become more efficient

Dalata sticks to fixed leases; big brands let parts of their portfolios slip away - why? and the third party managers look forward to growth

From recent quarterly results, we tease out: big picture predictions about commercial property; the latest merger rumour features IHG and Accor, how could that work? and how markets around the globe are recovering

UK regions enjoy a staycation boom; what's happening in student accommodation; and Spanish hotel groups hope the worst is over

Suitors line up to tempt Travelodge landlords - how many will jump? Pandox and Scandic show how the lockdown has hit tenants more than landlords; and a review of the latest surveys - when will travel return to normal?

Hospitality boosted by UK chancellor's giveaway; Huazhu's recovery experience in China; why some investors are shifting from hotels; and farewell to Room Key, and to HomeAway

Travelodge landlords declare a truce - but is it all back to normal? Roompot deal proves holiday parks are an investor hotspot; and how The Ascott is staying ahead in serviced apartments

Takeaways from the Real Estate Tomorrow conference: accelerating change; challenged investors; pressure to change fixed leases. Plus meetings start to come back, slowly

Hotel companies are more in debt than during the financial crisis - does that matter? Will consumers choose clean hotels over homestays? and Scandinavian hotel groups shore up their capital structures

Travelodge battles with its landlords; why Best Western is enjoying a fantastic 2020; and what's in store for players in the flexible office market

Why adventurous investors like the look of self storage; Spain's hotels hope to be able to draw in foreign tourists, soon; and Neil Young applies his Get Living experience across hospitality

We're joined by ex head of Meininger, Navneet Bali, who shares views on the current situation, where the opportunities lie, and tells us what he's planning next in the blended accommodation space, with new brand LyvInn

Are deep-pocketed investors right to be excited about coming opportunities in the hotel sector? How will brand standards change in a post-covid world? And tenants wrestle with landlords over rents

Maria Puetz-Willems of HospitalityInside and Jeff Weinstein from Hotelsmag once again give an international perspective on how covid-19 is battering the hospitality industry globally

Why hotel group Pandox is in good shape to ride out the crisis; why REITs are struggling; and the troubles of Signature Living - another fractional ownership structure

With guest Tom Page of CMS, we discuss cleanliness, as hotels come up with new hygiene regimes; discussions and punch-ups between landlords and hotel operators; and how domestic business will lead the recovery

Hotel deals are still completing, but will the pipeline dry up? How will operational real estate businesses such as serviced offices fare post covid-19? And who will win the battle of the OTAs?

Joined by guest Andrew Harrington of AHV Associates, we discuss takeaways from the "Hospitality Tomorrow" virtual conference; views on the shape of hospitality's recovery; and which hotel brands will emerge in good shape

When and how will the upturn come? When will private equity investors make a play for hotel industry assets? And how bad is the outlook for Spain and other Mediterranean destinations?