Hotel Analyst Podcast

We start this episode by combining two big themes emerging from the first-quarter reporting season from the global hotel majors: the impact of the Iran conflict on trading patterns, and growing evidence that the industry’s long-running “two-speed” recovery may finally be broadeni ...  Show more

This episode we’re focusing on three defining themes shaping hotel real estate right now: geopolitical disruption, industry sentiment, and the structural reset in real estate investment. We start with Iran and what it means for investors, then move to sentiment from Berlin at IHI ...  Show more

In this episode of the Hotel Analyst podcast, we examine three structural themes shaping the global hotel investment landscape as the sector moves into 2026. First, we explore the rise of what many investors now view as the “fee flywheel”. The latest reporting from major listed h ...  Show more

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 h ...  Show more