Hotel Analyst Podcast

• Hotel Analyst Pod 16th November 2025

  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.

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  24:26

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  24:26
• Hotel Analyst Pod 14th October 2025

  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.

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  28:05

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  28:05
• HotelAnalystPod19Sept25

  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.

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  21:42

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  21:42
• HotelAnalystPod15Aug2025

  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.

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  32:13

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  32:13
• HotelAnalystPod23Jun25

  We talk about Airbnb’s efforts to deflect blame from overtourism onto the hotel sector; we take a look at how hotel brands are choosing marketing partnerships over big advertising campaigns; and we finish with the issue of collection brands, in particular the latest from Marriott and Hyatt.

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  21:23

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  21:23

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