Hotel Analyst Podcast

In this episode, we take a look at the deal market, particularly reflecting on the EHIC conference; we discuss the UK’s budget and its impact on hotels; and we finish with a look at Trump’s latest visa rules.

This episode is mostly about the third quarter results of the listed hotel companies. But we also touch on a few things sustainable, reporting on the UK Hospitality Sustainability Seminar held last month and we also offer a view on the current state of the energy transition and how it impacts hotels.

This episode is all about real estate. We start off with a report from the Annual Hospitality Conference in Manchester, which starts with an assessment of the transactions market; then we talk takeovers and why there has been a rise in public to private; and our third item is all about what the real estate investment universe will look like in 2040.

This episode discusses one of the hottest topics in hotel marketing, the subscription model; plus we’ll be taking a look at the latest brand launch from Oyo; and weighing up what Airbnb’s hotel distribution push means for the sector.

We talk about the exclusive new club of hotel companies that make a billion dollar profit every quarter – spoiler alert, there are just two; we will also be talking about Accor and IHG, looking at why Accor continues to disappoint with regard to its share price; and we’ll finish up with a chat about how hospitality is being over taxed and why, in the UK at least, VAT is going to stay at the high level its currently at.