Hotel Analyst Podcast

Hotel Analyst

Regular views on the key news stories from the Hotel Analyst team, covering the global hotel investment market. To read more detail, subscribe at www.hotelanalyst.co.uk

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Hotel Analyst Podcast

Episodes (290)

May 18th Hotel Analyst Pod 18th May 2026
Apr 17th Hotel Analyst Pod 16th April 2026
Mar 5th Hotel Analyst Pod 5th March 2026

Hotel Analyst Podcast

May 18, 2026
25½ minutes
23 MB

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 broadening beyond luxury. We then move on to Kempinski’s highly unusual decision to acquire a hotel in Prague and what that says about the future direction of luxury hospitality models. And finally, we look at a cluster of recent European hotel transactions that suggest investors are increasingly diverging on where hotel value actually sits: in the real estate...

Hotel Analyst Podcast

Hotel Analyst Pod 18th May 2026

Hotel Analyst

00:00 -25:28