Part of my takeaways from this conference are the followings:
𝟭. 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁: Price discovery still active for the next months. Market players need better transactional data to rely on, and to value opportunities in a more meaningful way.
𝟮. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆: this is not a "quality" led crisis. There is a rapid increase in fundraising for investment, from institutions and private equity companies with new entrants in the sector.
𝟯. 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: strong interest in repositioning opportunities (staycation, urban hotels, resorts) with new clients target or asset classes.
At KS we foresee investment opportunities:
- by aligning 2 pillars: 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗲. This shall mitigate the lack of assumptions and benefit from the actual bid/ask price’s gap.
-through 𝗝𝗩 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: for equity sales of assets; with market players that all share a strong European footprint.
Credits :William Duffey Romain Gowhari Brad Greenway Jessica Jahns Patrick J. Saade Christopher Exler Kerr Young Heidi Schmidtke Ana Ivanovic Claudia Bisignani Ross Petar