Hotel Investment Strategies • 26/06/2026 Branded Residences Deal Structures: Revenue Splits, Brand Fees, and the Developer's Real Return
Asset Valuation • 03/07/2026 Hotel Replacement Cost Analysis: When Building New Costs More Than Buying Existing
Hotel Investment Strategies • 23/01/2026 Understanding the cost breakdown of opening a hotel: key factors for financial leaders and investors
Hotel Investment Strategies • 11/05/2026 The Distressed Full-Service Playbook: Buying From Special Servicers in 2026
Asset Valuation • 08/09/2026 The Lodging REIT Discount: Why Public Hotel Companies Trade Below NAV and What It Means for Deals Analysis of why lodging REITs chronically trade below net asset value (NAV), how public versus private hotel pricing diverges, and what boards, investors, and lenders can do to address persistent discounts in the listed hotel real estate sector.
Value Creation Plans • 07/09/2026 Non-Room Revenue as an Asset Management Lever: F&B, Events, and Ancillary Benchmarks How asset managers use hotel non-room revenue benchmarks across F&B, events, spa and ancillary streams to drive total revenue, RevPAG and long-term asset value.
Hotel Investment Strategies • 03/09/2026 The Asset-Heavy Comeback: Why Some Operators Are Buying Hotels Again Why hotel ownership is back in favour versus pure management contracts, as cap rates, data and operational control shift value toward asset-heavy hotel investors.
Capital Allocation • 03/09/2026 Hotel Energy Retrofits With 18-Month Payback: Where to Spend CapEx First How hotel energy retrofits with 18 month payback reshape CapEx priorities, cut operating costs and strengthen ESG driven financing and valuations for hospitality assets.
Portfolio Management • 29/08/2026 Budget Season 2027: What Hotel Asset Managers Need to Change After a Year of Margin Compression How hotel asset managers should rethink 2027 budgets after margin compression, from revenue and risk management to capex, labor, insurance and owner alignment.
Hotel Investment Strategies • 13/08/2026 Modular Hotel Construction: What the Numbers Say About Cost, Speed, and Quality Modular hotel construction promises faster, cheaper builds. This analysis for hotel investors dissects real cost, speed, quality, and financing impacts across segments.
Hotel Investment Strategies • 11/08/2026 Why Wellness Hotels Deserve Their Own Asset Class: The Underwriting Case Beyond the Spa Wellness hotel investment has evolved into an institutional real estate thesis. Learn how integrated wellness hospitality drives ADR premiums, stabilizes NOI, tightens cap rates and justifies a dedicated allocation in diversified hotel portfolios.
Hotel Investment Strategies • 08/08/2026 How gaucho Liverpool challenges hotel chain affiliation thinking for hospitality investors Gaucho Liverpool shows how a standalone premium Argentinian restaurant can rival hotel F&B performance and inform hotel chain affiliation, capex, lease, and ESG investment strategies. by Mohamed Al-Hadi
Asset Valuation • 06/08/2026 Hotel Waterfall Distributions Explained: How JV Profits Actually Flow to LPs and GPs Explore how hotel valuation drives JV waterfall structures, preferred returns, GP catch ups, and promotes, with a worked $50M example and key benchmarks for cap rates and leverage.
Hotel Investment Strategies • 01/08/2026 How european lifestyle hotel investment fund private equity reshapes long term hospitality value in Europe European lifestyle hotel private equity funds are reshaping hospitality by combining real estate discipline with brand-led operations, mezzanine financing, and data-driven asset management to unlock value across luxury and boutique hotels in key European markets. by Diego Marquez
Hotel Investment Strategies • 03/08/2026 The Extended-Stay Bet: Why 40% of the U.S. Hotel Pipeline Is Chasing One Segment Extended-stay hotels are reshaping U.S. hotel investment, offering higher EBITDA margins, resilient occupancy and a growing share of the construction pipeline. Learn how investors, lenders and asset managers underwrite, operate and position extended-stay assets in balanced hospitality portfolios.
Portfolio Management • 30/07/2026 How norwegian hospitality group property affiliations reshape portfolio management for Nordic hotel investors How Norwegian Hospitality Group uses property affiliations, brand partnerships, and sustainability to manage risk, optimise Nordic hotel portfolios, and enhance long-term real estate value for institutional investors. by Cassandra-Jane Vanderbilt
Hotel Investment Strategies • 30/07/2026 42.8% in Six Months: Inside the Lodging REIT Rally That Beat Every Other Property Sector Lodging and resorts REITs surged 42.8 % in six months, outpacing all other property sectors. Analysis for hotel investors on drivers, valuations and portfolio strategy.
Hotel Investment Strategies • 29/07/2026 How the ocean resort residences reshape hotel investment strategies in Fort Lauderdale and South Florida Detailed investment analysis of the Ocean Resort Residences in Fort Lauderdale, covering condo hotel structure, capital stack design, revenue engineering, governance, digital strategy and key metrics for institutional investors. by Aurelius Valentine
Hotel Investment Strategies • 29/07/2026 How ritz carlton sunny isles reshapes hotel investment strategies for institutional capital Analysis of The Ritz-Carlton Residences, Sunny Isles Beach and how this branded residential tower influences hospitality investment strategy, risk management and portfolio allocation in South Florida. by Diego Marquez
Asset Valuation • 26/07/2026 How Point of Americas in Fort Lauderdale, FL reframes asset valuation for hospitality and mixed‑use investors Discover how Point of Americas in Fort Lauderdale serves as a live benchmark for waterfront hotel and mixed-use valuations, with verified unit counts, pricing data and a worked example translating condo values into implied capital value per key. by Cassandra-Jane Vanderbilt
Asset Valuation • 25/07/2026 Why net lettable area meaning reshapes hotel asset valuation and rental income strategies Learn how net lettable area (NLA) shapes hotel investment, lease structures, underwriting, and portfolio strategy, with benchmarks, case evidence, and links to GLA and GFA. by Diego Marquez
Asset Valuation • 25/07/2026 How net lettable area reshapes hotel asset valuation and capital decisions Discover how net lettable area (NLA) shapes hotel valuations, lease structures and financing terms, with PCA-aligned measurement guidance, digital survey trends and a practical NLA optimisation example for mixed use hospitality assets. by Jean-Baptiste Marceau
Hotel Investment Strategies • 23/07/2026 Fattal's Manhattan Gamble: What a 329-Hotel European Operator's First U.S. Deal Tells Us Fattal Hotel Group’s first US acquisition of The Blakely Hotel in Midtown Manhattan shows how a European asset-heavy owner-operator model challenges the dominant asset-light U.S. hotel market and reshapes investment strategies in New York.
Asset Valuation • 21/07/2026 Blackstone Bets $279M on San Francisco: What a 3.5% Cap Rate Says About the City's Hotel Recovery Analysis of the Hyatt Regency San Francisco sale to Blackstone, including 3.5% cap rate implications, $279M pricing, 21.4x EBITDA multiple and what the hotel acquisition signals for San Francisco’s hospitality recovery.
