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Inner Circle

Thoughts, Views and Opportunities: The Hotel Market in Lockdown 2.0

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Extended Stay – Flavour of the Lockdown

The Latest

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    Video - In Focus

    In Focus with Jonathan Falik

    Katherine interviews John Falik, Founder & CEO of JP Capital Advisors this week on In Focus. JF Capital Advisors specialises in the hospitality industry and provides clients and partners a broad range of strategic and capital market solutions. Jonathan leads the firm's hospitality business, which includes equity and debt placement, asset acquisitions and dispositions, portfolio transactions, JV structuring, asset management, management company and brand evaluation, and strategic and capital markets advisory services. Katherine and Jonathan compare luxury and budget investment opportunities, and how the market looks for both short and long term investment, "long term investors are very excited by where we are in the cycle".  While its easier to get funding for Budget hotels at the moment, there will always be demand for high end luxury hotels as they are seen as a more attractive asset in the long term.  And Katherine asks is now the time we will see an equitable relationship between the brands and investors? Lean in for a fascinating discussion on investment. 
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    Video - In Focus

    In Focus: Reportings overview

    In this episode Alexi and Katherine catch up with Elaine Simon of Hotel Management to review the positive impact the vaccine news is having on the hospitality and travel industries. Alexi asks "Is it better to be lucky or good right now?" They take a look at results from the big brands such as Marriott and Hilton and how consumer behaviour is changing the big players stake in the market. Just how much can the brands rely on the success seen in China, will it be enough to keep them out of trouble? Will investors now look to the extended stay market as not just an alternative asset but a core asset alongside hotels? The team discuss Airbnb, and Elaine dives into how valuable the extended stay sector is for the hospitality industry with a spotlight on the US.  Also looking to REITs and the brand/operator relationships. There has always been friction here, was it just a matter of time before this became a bigger conversation? Will they be saved by the vaccine?  Join us for a thoroughly engaging discussion and debate on the latest hospitality developments.  You can view the wrap up edit here and also the full interview with guest Jonathan Falik here. 
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    Video - In Focus

    In Focus Trailer: Things are looking up

    Join us this week as Alexi and Katherine are joined by Elaine Simon of Hotel Management to discuss the latest reportings from groups such as Marriott, Mélia and Booking. Our guest Jonathan Falik of JF Capital Advisors discusses short and long term investment prospects.  Get the full story over here in the latest episode of In Focus. 
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    Video - In Focus

    In Focus: Things are looking up

    Things are starting to look up in the hospitality sector as shares come up trumps following the announcement of a vaccine, as we hope to see a return of consumer confidence. Elaine Simon of Hotel Management joins Alexi and Katherine this week to discuss if they are seeing this optimism reflected in reportings.  Are the global players leaning too much on the strength of the Chinese market? Is it strong enough to keep them out of trouble right now?  Will booking.com be seen to be in a dominant position or not as they come under scrutiny of the European Commission and when "will hoteliers swoop in and pick up that leisure market with direct bookings?"  We are also joined by guest Jonathan Falik, Founder and CEO of JF Capital Advisors to discuss if investors still see hospitality as a long term prospect? While it is easier to get funding for budget hotels and there is certainly an appetite from investors, many have a personal bias for luxury hotels.  You hear it here first - the latest news and debates in hospitality. 
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    Results

    Park: ‘Wake-up call’ for the brands

    Park Hotels & Resorts CEO Tom Baltimore, said that the crisis was “forcing a reset and a wake-up call” for the brands.
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    Video - In Focus

    In Focus Trailer: A political outlook

    This week's In Focus episode dives into the political moves in the United States as well as the recent second lockdown in countries Germany, France and the UK.  How will this impact the sector this time round? Has anything changed in terms of government support? Find out the full story in the latest In Focus episode here. 
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    Results

    ‘Risk tolerance’ of consumers growing, says Choice

    There were signs that “consumers’ risk tolerance is climbing”, according to Choice Hotels International’s president & CEO, Pat Pacious.
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    Recovery

    The Luxury Sector Will Rebound

    With more than half of its portfolio of hotels in China, which faced COVID-19 earlier and has since seen business return, Langham Hotels CEO Stefan Leser shares his thoughts with Luxury Travel Advisor on how the luxury hotel sector can move forward globally in the face of the pandemic.
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    Travel

    Global View: Mood lifting as air travel study points to low risk and hope for the long term

    There was reassuring news for travellers this week, as Travel Agent Central reported on a study from the International Air Transport Association, which concluded that the risk of contracting Covid-19 aboard an aircraft was low, according to an updated tally of published cases and compiled by the organisation.
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    WFH

    Vaccine for corporate travel

    The recovery of business travel was likely to stall in the fourth quarter, according to a note from UBS.