Hotel Analyst Podcast

Author: 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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Genres: Business, Investing, Management

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Hotel Analyst Pod 18th May 2026
Monday, 18 May, 2026

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, the operations, the brand platform, or the income stream.